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The Variation Work Flow Tools screen lists Variation documents that have not been
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signed by the client, or
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have an outstanding Plan Amendment Drafting activity.
This presentation of the information helps to manage, coordinate, and prioritise all outstanding variations.
Behaviour
Columns - Highlights
Filters
Work Flow Tools
Views
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Major Stage
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Variation Type
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Tender,
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Raised By
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Document Name
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Standard Document names (if applicable)
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Status
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Approved By
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Estimator
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Plan Change?
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Draftsperson
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Selecting Tool, View And Filters
The default for this screen is to show all unsigned Tender, Post Contract and Building Variations, by Job and Variation Raised Date, with all elements of the filters selected.
Combining selections of the Tools, Views, and Filters creates useful and informative presentations of the information.
Set The Job Filter
The first filter allows you to select All Jobs (by default) or the Current Job.
Select The Tool
The two Tools are Variation Request and Variation Request Items.
From the Select Work Flow Tool/View panel, use the first drop-down.
Select the Tool required.
Either go on to select the View and Filters or select the Refresh button to repopulate the list.
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The columns and filters displayed will vary according to the Tool you select. |
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Select The View
Each View represents the column that will used to determine the order.
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Any column can be selected for sorting by clicking the column header. |
Select Filters
The Filters displayed can vary depending on the Tool being used, but they all operate the same way.
All items are selected by default.
Clicking the ticks for the items in each filter list will toggle the selections.
To select a small number of items, tick the [All...] item at the top of the filter list to deselect it, then tick only those items required.
Once selections are made, click Refresh to repopulate the lists.
Filtering by Document Name
Standardised Document Names can be created and managed in the Communication/Standard Notes section of the Framework Administration Application.
These are the Names that appear as filters.
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They are available to select from the Document Name dropdown when creating a Document record.
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