Change Directive - it's issued, now what?
Now that the Change Directive has been issued, there are a few different next steps you could take to keep the change moving along in its lifecycle.
In this article, we'll go through all of the options available after you have issued a Change Directive.
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Distribute & Recreate PDF
When the document was originally issued, everyone on the distribution list will have received the combined PDF. If they didn't receive it, or there was an error in generating the PDF, you can click distribute and that will trigger a new email with the updated PDF.
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Add final document
If your Change Directive was signed outside of Part3 with a wet signature, or the document was marked-up in some other way, you can use this option to log the final version in Part3.
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Create revision
Use this option when you're issuing a revision to the change directive. This will keep the documents linked and help you properly track the history of the document.
If you click on ' Create revision', a new version of your change will appear with the numbering system XX.1 or whatever the current version number is.
You will also see a navy blue bar that lets you know this is the latest version, with links to previous ones to quickly reference.
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Create CO
You've likely received and approved the quote, and would now like to issue a formal Change Order.
Once you click ' Create CO', you'll be directed to that newly created document. The Change Directive will be listed as the 'Initiating document', and you can begin to add your pricing details.Read more here about pricing/quotes.
As always, if you have any questions or see an issue with this document, don't hesitate to get in touch with us at support@part3.io