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'

Screen Shot 2022-08-12 at 9.08.30 AM.png Step 2: Select the initiating document:
Screen Shot 2022-08-12 at 9.09.50 AM.png
Step 3: Confirm the selection:
Screen Shot 2022-08-12 at 9.10.45 AM.png

Connect an Initiated document

This applies to PCs, CDs, and SIs only, and is only available when those documents have been issued.

Step 1: Click ' + Add Initiated document '
Screen Shot 2022-08-12 at 9.13.19 AM.png
Step 2: Select the Initiated document:
Screen Shot 2022-08-12 at 9.23.13 AM.png
Step 3: Confirm the selection:
Screen Shot 2022-08-12 at 9.23.24 AM.png

As always, if you have any questions or see an issue with this document, please contact us at support@part3.io

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