Units Placed: Change Orders

1. Click the Units Placed button from the Data Entry Screen.

2. Click the Change Order button at the bottom.

3. Enter in the Change Order Information.

(Cost Code ID, Description of the Change Order, Quantity Amount, Unit of Measure, Who's Requesting the Change Order, along with providing information about why the Change Order is needed.)

 Images to the Change Order to further document reasoning.

Once Completed, Submit the Change Order and Sign Off on the Approved Work.

4. Track Quantities used on the Change Order. Click the '0' to the right of the Today's Quantity label.

Enter Today's Quantity > Next Cost Code > Add quantities to the Next Cost Code > click Done when finished. 

The 10 from the example will now show up in the Today's Quantity field. 

(Note: As quantities are entered, the "To Date Quantity" percentage will show in real-time where the production of the Cost Code expectancy is at. The Plan Quantity is the total Quantity amount planned to be completed. The Daily Goal is the expectation for completion by day worked.)

5. Add notes to the Change Order to document anything that is necessary in relation to the Quantities.

Type or use Speech-to-Text recognition to enter notes.