Change Order Requests - Form Customization

Overview

eSUB allows for the default Change Order Request form to be customized to suit a variety of needs, most commonly for:

• Time and Material Tickets (T&M)
• Proposals
• Field Work Orders
• Estimates

This article will guide the reader through each customizable feature in the Change Order Request form and shows an example of the most common use scenario – Customizing a Change Order Request form to become a T&M Ticket.

See also:  March 2017 - Product Update Webinar

Example: The COR below has been modified for use as a T&M Ticket

Step One: Enable Custom Name and modify Reservation of Rights text

The setting described below is a company-wide setting and will affect every project on the account. User must be an Executive Administrator user level to access Company Setup.

1. Go to Start > Administration > Company Setup > Company Preferences > CORs
   
2. In the Default Reservation Of Rights Text field, enter the desired text
   
   • Note: The default text references a change order request, or "COR"
3. Select Yes on the Custom Name Enabled field
4. Select Save Data

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Step Two: Modify Field Names via Label Manager

The setting described below is a company-wide setting and will affect every project on the account. User must be an Executive Administrator user level to access Company Setup.

1. Go to Start > Administration > Company Setup > Label Manager
   
2. Select Change Order Request from the Label Type drop down menu and select Search
   
3. Use the Label Manager to change labels which reference to a COR
4. Select Save Data

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Step Three: Use Custom Name field on COR form

Any text entered on the Custom Name field when creating a COR will show up as the title in the upper right-hand corner of the COR form. To make a T&M Ticket, for example, use Custom Name to change the form’s title from COR to T&M Ticket.

Select the project, then:

1. Go to Create > Change Order Requests
2. Enter the desired document name in the Custom Name field
3. Fill out other fields as desired
4. Select Save Data

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