Record Reviewer Response for Change Order Proposal dialog box

Use this dialog box to record a reviewer's response to a change order proposal.

To

Click to open the Choose Project Team Members dialog box to select the contacts who the reviewer sent a response to. You can also type email addresses directly in this field.

CC

Click to open the Choose Project Team Members dialog box to select who the reviewer CC'd the response to. You can also type email addresses directly in this field.

Contacts in the CC field will receive a link to download the files, but will not be sent reminders.

From

Click to open the Choose a Project Team Member dialog box to select the name of the change order proposal reviewer. A contact who was forwarded this change order proposal and has not responded yet is filled in by default.

Subject

Project Center enters the subject of the original change order proposal. You can edit it.

Action

Select the action taken on this change order proposal.

Date

Enter the date the response was received.

Received Via

Select the method in which the reviewer sent the response from the drop-down list.

Transmittal ID

Enter an ID number for the transmittal being created for the change order proposal response, or use the default.

Change Order Proposal ID

The architect ID number for the change order proposal.

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Response tab

Use the Response section of this tab to enter the response to the change order proposal. The Summary section contains a summary of the change order proposal.

 

Description of Contents tab/Associated Files tab/Email Log tab/Related Items tab/Change Log tab

Refer to the Forward Change Order Proposal for Review dialog box for a description of the tabs.

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Keywords

Click to open the Choose Keywords dialog box to apply keywordsIn Project Center, keywords are words you can add to items to use for filtering. When you add keywords, they appear in the Keywords column of the corresponding Project Center activity centers. You can then filter the list of items using the keywords to quickly find the items you are looking for. to the change order proposal.

Click to spell check the fields in this dialog box. If any mistakes are found, the Spelling Check dialog box opens with spelling suggestions.

Next Action

Mark this checkbox to choose whether to forward the change order proposal to another contact, close the change order proposal, respond to the sender, or just send an email message to notify the contact who forwarded the change order proposal.

• Choosing Forward for Review opens the Forward Change Order Proposal for Review dialog box.

• Choosing Close opens the Close Change Order Proposal dialog box.

• Choosing Send and Close opens the Send and Close Order Proposal and Close dialog box.

• Choosing Respond and Close opens the Respond to Change Order Proposal and Close dialog box.

 

Record Response

Click to record the reviewer's response to the change order proposal. The following events occur:

• The original change order proposal remains in the Under Review category of the Change Order Proposals activity center.

• The action taken here is added to the change order proposal's Change Log tab.

• A corresponding transmittal is filed in the All Received log of the Project Transmittals activity center.

• A notification is sent to the person who forwarded the change order proposal indicating a response was recorded.

If you selected Forward for Review, and the change order proposal has files in the Associated Files tab, the Select Files to Forward for Review dialog box opens, which enables you to choose whether to transfer the files, and how to transfer them.

 

To access this dialog box

Select a change order proposal, then click Record Reviewer Response from the Tasks panel of the Change Order Proposals activity center.