Connecting Change Documents
Connecting your change documents is an important step because it determines how the documents are presented and tracked within the application.
This is for connecting independently created documents. You can also have documents automatically connected by initiating them from the source document.
Terms
- Initiating document: the source that this document comes from.
- Initiated document: a document sources the current document.
General rules
- Only a Prime Consultant can connect documents
- Only issued documents can connect to an Initiated document
- You can only connect with documents that are unconnected
- An Initiating document must have a successfully issued PDF
Connect an Initiating document
This applies to CDs and COs only.
Step 1: Click + Add Initiating document'
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Step 3: Confirm the selection:
Connect an Initiated document
This applies to PCs, CDs, and SIs only, and is only available when those documents have been issued.
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Step 1: Click '
+ Add Initiated document
'
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Step 2: Select the Initiated document:
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Step 3: Confirm the selection:
As always, if you have any questions or see an issue with this document, please contact us at support@part3.io