Project Change Order Approval Workflow

Project Change Orders can be controlled by an approval workflow.

Workflow setup

  1. Choose the Lightbulb icon, enter Workflows, and then choose the related link.
  2. On the Workflows list select New and New again from the menu to start a new workflow.
  3. Typically complete the following fields(Note: this is an example, to be modified to your business process)

Note: This workflow can also be installed from a Workflow Template.

When Event On Condition Then Response
Approval of a ProjectChange Order is requested. Approval Status: Open Add record restriction
Set document status to Pending Approval
Create an approval request for the record using approver type Approver and approver limit type Direct Approver.
Send approval request for the record and create a notification.
An approval request is approved. Pending approvals: 0 Remove record restriction
Release the document
An approval request is approved. Pending Approvals: > 0 Send approval request for the record and create notification
An approval request is rejected. Always Reject the approval request for the record and create a notification
Reopen the document
Approval of a ProjectChange Order is canceled. Approval Status: Pending Approval Cancel the approval request for the record and create a notification
Remove the record restriction
Reopen the document
Show message "The approval request for the record has been cancelled"
An approval request is delegated. Always Send approval request for the record and create a notification.

Processing an approval

Note: The below process is based on the workflow as described in Workflow Setup.

  1. From the Project Change Order page click Request Approval and Send Approval Request from the drop down menu.
  2. Accept the confirmation: "An approval request has been sent."
    Note: that the status of the Project Change Order has changed from "Open" to "Pending Approval"
  3. From the Related / Change Order / Approvals menu you can open: "Approval Entries" to monitor the status of the approval request or Delegate the request.
  4. The Approver for this workflow will see an additional Approve option in the Project Change Order.
  5. Click the Approve action and click either "Approve", "Reject", or "Delegate":
    1. When Approved the status of the ProjectChange Order will change to "Released". This will also make the Process action visible from which the "Create Project Task" wizard can be started.
    2. When Rejected the status of the Project Change Order will change to "Open".
    3. When Delegate the status of the Project Change Order will not change and remains as "Pending Approval".

See also

Project Change Orders