Change Order Requests (Mobile) – eSUB Cloud 2.0

User Personas: Project Manager | Field User

The Change Order Requests (COR) tool enables you to track and manage necessary changes in your project scope. The COR log helps you to monitor outstanding requests and ensure a quick turnaround on approvals to reduce delays on the job as well as track the impact of changes to the overall project budget.

CORs on mobile are optimized to allow field users to quickly initiate the change order process by recording the scope of work and other basic details of the change order and to review, sign, and approve existing change orders. Pricing details for a change order may be added via the web interface on a browser.

To perform the actions described in this article, a user must have the Change Order Requests - General Permissions, Share, and Change Status to Approved permissions.

Use the links below to quickly jump to a topic:

View and Manage the COR Log
- Log Features on Mobile
- Document Statuses, Due Dates, and Flags
Create COR
- COR Features
- Add Media and Markup Images
Add Field Signature to COR*
Approve COR
Edit COR

View and Manage the COR Log

Select a project from the project list
Select Change Order Requests
Use the filter button and search bar options as desired to refine the list
Select a COR to view it

Log Features on Mobile

Search, sort, and filter the log

Use the search bar at the top of the page to enter your search criteria
Use the filter button next to the search bar to configure filtering and sorting for the current page

See the Navigating Through the eSUB Fusion Interface on Mobile article for more guidance.

Email documents

Select the document to view it then select Email on the action button
Compose the email then select the Send button

See the Emailing Documents on Mobile article for more guidance.

Document Statuses, Due Dates, and Flags

Documents with an approval process or of a time-sensitive nature have additional features displayed on the log page so that the most pertinent information is available at-a-glance.

Document Statuses

The Status represents the document’s current state. Status options vary by document type.

Due Dates

Documents of a time-sensitive nature may display a due date. Depending on the document type, the due date may represent a date that is pertinent to an internal or an external stakeholder on the project team.

Flags

Some documents can be flagged for urgency while creating or editing the document. Flagging serves as a visual indicator of importance to the user viewing the document log.

Flags are not currently available on the mobile app.

Create COR

From the COR log:

Select + ADD on the action button
Fill in the required fields
Swipe across the screen to access the General, Additional Info, and Media tabs and fill in the fields as needed
Select the checkmark when finished

COR Features

See the sections below for additional information on the various features of the COR document.

General Tab

Use the fields in the General Info section to establish base details of the COR such as the date, name, work type, status, and scope of work. If the status is changed to approved, then additional fields are made available to let you record the approval details.

Additional Info Tab

Use the Additional Info tab to select contacts to appear in the To and Reply To fields on the COR. Use the Days Valid field and the other date fields to set pertinent dates for the COR, and use the Reference Numbers section to include any relevant reference numbers for the COR.

Summary Tab

The Summary tab summarizes all costs and pricing for the COR. This tab is only available on View mode.

Media Tab

Snap photos and videos or upload them from your device library while creating documentation for your project from the field. You also have the ability to add text and freehand markups to images in the mobile app.

See the Document Media & Attachments on Mobile article for more guidance.

Files Tab

Attachments are currently only able to be added to documents via the web, but they may be viewed on the mobile app.

Revisions

Revisions allow you to make corrections or updates to the document while also keeping a record of the previous versions. Document revisions will have R1, R2, R3, etc. appended to the document number field so that they can be easily identified. Older document revisions are uneditable, but they can still be emailed or downloaded as PDF.

The Revise function is currently only accessible via the web.

Use the Show Latest Revision Only filter option to hide old revisions from the Log.

Activity Log

The Activity Log tab displays a timeline of activity related to the document such as the email activity.

To see the Activity Log tab, a user must have the Mailbox - General Permissions permission.

The Activity Log is currently only accessible via the web.

Add Media and Markup Images

Add Media

While creating or editing the document:

Select the Media tab (not applicable for Field Notes)
Use the following icons to add media:
- Gallery icon - Select media from your device’s gallery
- Camera icon - Use the device’s camera to snap a live photo
- Video icon - Use the device’s camera to capture a live video

Markup Images

While creating or editing the document:

Select the Media tab (not applicable for Field Notes)
Select the thumbnail of the media to view it in full screen then select Markup
- Freehand Markup - Select your desired color for the markup then use a finger to draw a freehand markup on the image
  - Select Undo Markup to remove the last markup
- Text Markup - Double tap the image where you would like the text to appear then select your desired text color/size, enter your text and select Save
  - Select Undo Text to remove the last text markup
Select the checkmark when finished

See the Document Media & Attachments on Mobile article for more guidance.

Add Field Signature to COR*

While creating or editing the COR:

Select the General tab
In the Field Acknowledgement section, select Signed By and enter the name of the signee
Ask the signee to use their finger to record their signature in the field below next to the X
Select the checkmark when finished

Approve COR