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Configuring the Change Order Workflow
Who is this article for?Users who are using our Best-in-Class Workflows.
Alter Workflow Instancespermissions are required.
The Change Order workflow provides control over the entire change order process including requesting a change, reviewing, and implementing.
This article outlines the recommended configurations that can be applied to the Change Order Workflow which is available for download in the Best-in-Class Workflow Download Centre.
1. Associated Workflows
The Change Order workflow is not designed to launch or be launched by any other Best-in-Class workflows. It can be used individually or in conjunction with any other workflows without required edits.
2. Configuration steps
The below lists required an update. List options can be added in the Custom Fields section within the Administration module.
| Field | Change |
|---|---|
|
Type of Change |
This field will include options by default- update if you’d like additional options |
|
Change Impact |
This field will include options for “Minor Change”, “Major Change”, and “Critical Change” by default- update if you’d like additional options Routes vary for “Minor Change” versus “Major Change” or “Critical Change” |
|
Reviewer Decision |
This field will include options for “Approve” and “Reject” by default- update if you’d like additional options This field is part of the Review Details subform |
|
Final Change Decision |
This field will include options for “Approved” and “Rejected” by default- update if you’d like additional options (Workflow routing is based on this list field) |
3. Responsible Parties
The table below outlines the recommendations for changes to the responsible parties:
| Step | Default Responsible Party | Recommendations |
|---|---|---|
| Request a Change | All Users | By default all users will be able to initiate this workflow- update if you’d like to specify particular users who can initiate an audit workflow. |
| Initial QA Review | Workflow Initiator | Update to the person(s) responsible for completing the initial QA review. |
| Change Approvals | Groups/Staff Needed for Review and Approval | By default this step will be assigned to the person identified in this custom personnel field in a previous step. If you’d prefer to identify a consistent group or person(s) to approve changes you will need to update this Responsible Party. |
| Final QA Review | Validation Responsible Party | Update to the person(s) responsible for completing the final QA review. |
| Change Implementation | Workflow Initiator | Update to the person(s) responsible for implanting the changes. |
| Employee Training | Workflow Initiator | Update to the person(s) responsible for employee training. |
“Workflow Initiator” is a placeholder and default Responsible Party. We strongly advise updating these steps to identify the specific individuals or groups responsible for these steps in your process.