CIPAceTM HelpEdit COR General |
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Navigate Here: Implementation > Change Order Management > Browse Change Order Requests; select a COR or Implementation > Contracts > Browse Contracts; select a contract > COR tab; select a COR or Projects > Browse Implementation Projects; select a project > COR tab; select a COR
You can edit a COR general information on Edit Change Order Request page - General tab.
The operations allowed are determined by the COR Status. There are four statuses: Draft, Under Review, Approved, and Rejected.
Draft: Indicates the initial phase when the COR is being facilitated. Under this status, you can edit COR general information, delete the COR, and add/edit/delete COR line items.
Under Review: Indicates that the COR is in a review process. This status is normally used by workflow process automatically.
Approved: Indicates that the COR is authorized to be in effect. Under this status, COR general information and its line items cannot be modified again, but its line items can be loaded by subsequent change process (e.g. CO).
Rejected: Indicates that the COR is void. You can change the COR for review again as in Draft status.
General Information
General information can be edited when the COR Status is Draft, Under Review or Rejected.
The required fields are noted with an asterisk (*).
Change Order Type*: Default is Change Order. It is read-only in edit mode.
Primary Project*: The particular implementation project for which the COR has been created. It is read-only in edit mode.
Primary Contract*: The particular contract for which the COR has been created. It is read-only in edit mode.
Contractor*: The contractor which is associated with the COR. It is read-only in edit mode.
Issue Date*: The date when the COR is issued.
Status*: The status of the COR. It is normally auto updated by workflow process, but if workflow is deactivated, user can manually edit.
Contact Name: The contact person for the COR.
Authorization Status Date: The date when the COR is approved or rejected. It is normally auto updated by workflow process, but if workflow is deactivated, user can manually edit.
COR ID*: A unique ID for the COR. It is auto generated and cannot be edited.
Subject*: Subject of this COR.
Reason for Change: The change reason for this COR.
Description of Change: The brief description of this COR.
Original Amount: The initial amount of the primary contract associated with the COR. It is always read-only.
Current Amount: The latest amount of the primary contract associated with the COR. It is always read-only.
Prior Adjustment: Total adjusted amount which has been applied to the primary contract to date. It is real-time calculated by the system as [Current Amount - Original Amount] and read-only.
Current Adjustment: Total adjusted amount of all line items in current COR. It is real-time calculated by the system and read-only.
Once you've finished editing, click the Save button to save the COR.
You can click the Delete button to delete the COR. A dialog will prompt for confirmation before the COR can be deleted from the system. The system will then go to the Browse Change Order Requests page.
You can click the Cancel button to abort the current operation and go to the Browse Change Order Requests page or return to the original entrance. You can view the change history of this COR by clicking the View Audit Trail button. The system will then open the Browse Audit Trail Details page in a new window. You can print information of this COR through pre-defined document template by clicking the Print button. The system will then open the Generate Dynamic Document page.
You can click the Notify button to send notification to relevant persons about the COR. The system will then go to the Send Notification page.
If the COR related workflow is activated, you can click the Start Workflow button to initiate the workflow or Forecast button to see the workflow activities’ detail.
Related Information
You can add and edit related information of the current COR. By default, all subsections are collapsed when there is no contents. You can collapse or expand the contents of the subsections by clicking
Requests for Proposal
The RFP(s) associated with the current COR display in the table. A brief summary of each related project includes RFP ID, Subject, Primary Project, Project Contract, Contractor, Issue Date and Status (These columns can be configured by Dynamic View). You may sort the records by clicking the linked column header.
You can view detailed information of a RFP by clicking
Change Orders
The CO(s) associated with the current COR display in the table. A brief summary of each related project includes CO ID, Subject, Primary Project, Project Contract, Contractor, Issue Date and Status (These columns can be configured by Dynamic View). You may sort the records by clicking the linked column header.
You can view detailed information of a RFP by clicking
Implementation Projects
The project(s) associated with the current COR display in the table. A brief summary of each related project includes Project ID, Project Name, Department, and Program Name (These columns in the data grid can be configured by Dynamic View). You may sort the records by clicking the linked column header.
You can view the detailed information of a project by clicking
You can associate project(s) with the current COR by clicking
You can disassociate project(s) with the current COR by selecting the project(s) and clicking
Issues
The issue(s) associated with the current COR display in the table. A brief summary of each related issue includes Issue ID, Issue Title, Description, Type, Status, and Deadline (These columns in the data grid can be configured by Dynamic View). You may sort the records by clicking the linked column header.
You can add a new issue and associate it with the current COR by clicking
You can view the detailed information of an issue by clicking
You can associate issue(s) with the current COR by clicking
You can disassociate issue(s) with the current COR by selecting the issue(s) and clicking
Request for Information(RFIs)
The RFI(s) associated with the current COR display in the table. A brief summary of each related RFI includes Category, RFI ID, RFI Title, Date Reported, Deadline, Date Resolved and Status (These columns in the data grid can be configured by Dynamic View). You may sort the records by clicking the linked column header.
You can add a new RFI and associate it with the current COR by clicking
You can view the detailed information of a RFI by clicking
You can associate RFI(s) with the current COR by clicking
You can disassociate RFI(s) with the current COR by selecting the RFI(s) and clicking
Designer Supplementary Instructions(DSIs) The DSI(s) associated with the current COR display in the table. A brief summary of each related DSI includes DSI No., Subject, and Issuance Date (These columns in the data grid can be configured by Dynamic View). You may sort the records by clicking the linked column header.
You can add a new DSI and associate it with the current COR by clicking
You can view the detailed information of a DSI by clicking
You can associate DSI(s) with the current COR by clicking
You can disassociate DSI(s) with the current COR by selecting the DSI(s) and clicking
Bulletins The bulletin(s) associated with the current COR display in the table. A brief summary of each related bulletin includes Bulletin No. and Issuance Date (These columns in the data grid can be configured by Dynamic View). You may sort the records by clicking the linked column header.
You can add a new bulletin and associate it with the current COR by clicking
You can view the detailed information of a bulletin by clicking
You can associate bulletin(s) with the current COR by clicking
You can disassociate bulletin(s) with the current COR by selecting the bulletin(s) and clicking
Risks The risk(s) associated with the current COR display in the table. A brief summary of each related risk includes Risk ID, Risk Title, Risk Type, Probability, Impact and Risk Status (These columns in the data grid can be configured by Dynamic View). You may sort the records by clicking the linked column header.
You can add a new risk and associate it with the current COR by clicking
You can view the detailed information of a risk by clicking
You can associate risk(s) with the current COR by clicking
You can disassociate risk(s) with the current COR by selecting the risk(s) and clicking
The document(s) associated with the current COR display in the table. A brief summary of each related document includes Document ID, Document Name, Created By, Last Modified Time, and Is Checked Out (These columns in the data grid can be configured by Dynamic View). You may sort the records by clicking the linked column header.
You can upload a new file and associate it with the current COR by clicking
You can view the detailed information of a document by clicking
You can batch copy document(s) into the current COR by clicking
You can batch copy document(s) from the current COR to another entity by selecting the document(s) and clicking
You can batch associate document(s) with the current COR by clicking
You can batch associate document(s) from the current COR to another entity by selecting the document(s) and clicking
You can batch delete document(s) with the current COR by selecting the document(s) and clicking
You can redline the document by clicking the Markup icon
You can download document file(s) associated with the current COR by clicking
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