Get Internal CCO Approval

A man wearing personal protective equipment uses a cell phone and laptop on a construction site
Use Case

With a PDF document of the CCO agreement created, the superintendent sends it internally to the project controls manager and project manager for review.


Within InEight Change, an approval workflow can be set up for approving CCOs. You can then launch the approval process from the Details tab of the CCO record. As users in the workflow are notified, they can review and either approve or reject the change order.

A diagram of a process

Description automatically generated

Set Up CCO Approval Workflow

Step 1

Go to Project Settings > Change > Workflow Assignments > CCO approval setup and click Add.

A screenshot of a computer

Description automatically generated

Step 2

Add a Threshold amount, Step title, and select the User, Role or Group for step approval, then click Add.

A screenshot of a computer

Description automatically generated

Step 3

If needed, click Add another step to an additional step to the same threshold.

Step 4

If needed, click Add to add an additional threshold level.

Click Save when finished.

A screenshot of a computer

Description automatically generated

Access the following link to learn more:

Workflow Assignments

CCO Approval Process

Once the approval workflow is set up with assignments, you can start the approval process.

A diagram of a process

Description automatically generated

The following steps outline the CCO approval process.

Step 1

From the Details tab, select Save and start approval to start routing the CCO for approval.

If you are submitting the approval and are listed on the first step, it will be automatically approved.

Step 2

Click Next.

A screenshot of a computer

Description automatically generated

Step 3

Add a customized message and click Next.

A screenshot of a computer

Description automatically generated

Step 4

Ensure the proper supporting document files are attached that need to be reviewed along with the CCO document.

Click Start.

A screenshot of a computer

Description automatically generated

Step 5

The approver will receive an email where they can either approve or reject the action. Attached documents can also be pulled up for review via the hyperlink.

A screenshot of a computer

Description automatically generated

Step 6

The approver can also select Approve from the Details tab of the CCO in InEight Change.

A screenshot of a computer

Description automatically generated

Step 7

Add additional notes and click Save.

A screenshot of a computer

Description automatically generated

Step 8

At any time during the approval process, you can hover over the Approval status ellipses to check status.

Once approved, the CCO becomes locked so no further changes can be made. All fields on the Details and Pricing tabs become read-only.

A screenshot of a computer

Description automatically generated


Back to Evaluate Client Change Order Main Page