Update CO Status

Explanation

A CO can have these statuses: Preliminary, Analyzed, Approved, Performed, Completed, and Cancelled. A new CO (Change Order) will always have status Preliminary. When the CO is analyzed, the status should be set to Analyzed. When the CO is approved and can be Approved, status should be updated accordingly. When the state of the CO is changed to Approved, the state of all the connected CRs (Change Requests) will automatically be changed to Processed. When the CO is successfully processed, the status should be set to Performed. When the changes are implemented, the status should be set to Completed. If the CO for some reason fails to advance to the next status, you can at any time set the status Cancelled.

Prerequisites

The CO must exist.
The status can always be set to Cancelled, but the other status changes must be performed in the order Preliminary to Analyzed, Analyzed to Approved, Approved to Performed, Performed to Completed

System Effects

CO status is changed
The status can be changed back to Performed once it has been set to Completed by reopening the CO. Other than this, a status change is irreversible.
When status is changed to Performed, you can no longer connect CRs to the CO.

Window

Change Orders
Change Order/ General

Related Window Descriptions

Change Orders
Change Order/General

Procedure

Select the CO.
Select the right mouse button menu option Status, and then select the required status in the sub menu