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Create a Change Order Using Quick Profile

You can use the Quick Profile to identify a contact to be the affected end user of your new change order. The Quick Profile allows you to search for a contact, and view a history of the issues, requests, change orders, incidents, and problems assigned to that contact. Once you have identified a contact, you can create the new change order directly from the Quick Profile.

To create a new change order using the Quick Profile

1. On the Scoreboard, select View, Quick Profile.

   The Quick Profile Contact Search window opens.

2. (Optional) Complete one or more of the filter fields to list only the contacts of interest.
3. Click Search.

   The Quick Profile Contact List page lists the contacts that match your search criteria.

4. Select a contact to be the affected end user of your change order.

   The Contact pane displays contact information and the record history for the contact.

5. In the Scratchpad pane, do the following:
   1. Enter a description for the new record in the Scratchpad field.
   2. Select Change Order from the Type drop-down list.
   3. (Optional) Enter a Template name for the new record.
6. Click Create New.

   The Create New Change Order page displays the information you entered in the Scratchpad.

7. Complete the empty fields as appropriate for the change order.

   See Change Order Fields for field definitions.

8. Use the controls available on the tabs at the bottom of this page to process the change order as appropriate.

   See Change Order Tabs for more information.

9. Save and close the window.

See Also

Contact Search Fields