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Create a Change Order

Depending on the access level your administrator has granted, you may be able to create a change order ticket from your home page.

Note: If the "Create a new Change Order" link is not present in the Customer Service section of your home page, you have not been granted access to create change order tickets.

To create a change order

  1. Click "Create a new Change Order" in the Customer Service section of your home page.

    The Create New Change Order page appears.

  2. Complete the fields as appropriate.

    See Change Order Fields for field definitions.

  3. (Optional) Click the Attach Document button if you want to attach a file or web page link to the ticket.

    The Create New Attachment page appears.

    1. Do one of the following:
      • Click Locate File and browse to a document to upload.
      • Enter a web address in the Web Page field.
    2. Click Save.

      The Create New Change Order page appears.

  4. Click Save.

    The ticket is saved and your home page appears.