Change Orders › Create a Change Order › Create a Change Order from the Calendar

Create a Change Order from the Calendar

You can create a Change Order from the context menu on the daily, weekly and monthly calendar views. The context menu also allows you to create a Change Order from a template.

Note: You cannot create a change order by right clicking on a range of dates in the weekly view.

To create a change order from the calendar

1. Right click a date on the calendar.

   The context menu appears.

2. Select one of the following:
   • Create Change Order

     The Create Change Order detail page appears and pre-populates the following fields:

     • Requester and Affected End User (always set to the login user)
     • Schedule Start Date (set to midnight of the selected day)
     • Scheduled Duration (always set to 00:00:00)
   • Create Change Order from Template

     The Change Order Template list view appears.

     Select a template and the Change Order detail page appears with pre-populated fields.

3. Complete the fields as appropriate for the change order.

   See Change Order Fields for field definitions.

4. 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.

5. Click an execution option. Following are options that are not self-explanatory:

   Create Incident

   Opens the Create New Incident page so you can create a incident ticket associated with this change order.

   Quick Profile

   Displays the contact information for the user entered in the Affected End User field.

   If you are creating a change order, a list of available users appears. You can select the user that is in the Affected End User field.

   Use Template

   Displays a list of available change order templates. You can select the template you want to use for creating this change order.