Clients play a pivotal role in overseeing Change Event Requests and ensuring they align with project goals. This article outlines the options for responding to Change Event Requests effectively. Users with the ‘Approve Change Events’ permission would be able to authorize or decline change event requests.
Authorizing a Change Event Request
Upon receiving a notification for a new Change Event Request (with status - Awaiting Acceptance), the client reviews the request meticulously
If the request aligns with project expectations and requirements, the "Authorize" button can be clicked
A "Verify & Authorize" popup will appear, summarizing the modifications
The digital signature should be added, and consent can be confirmed by checking the user confirmation checkbox
Once these steps are completed, the "Authorize" button will activate. Proceed by clicking it
New budget line items that are created as a part of this Change Event will include the Approved Change Event costs and client must approve of the update that goes into the budget items
The status of the Change Event Request will shift to "Authorized," marking its approval
Once a Change Event has been authorized, the “Links” tab will display the associated Client & Vendor Contracts
Rejecting a Change Event Request
If it is determined that the Change Event Request isn't acceptable, the "Reject" button can be clicked
This action will trigger the "Reject Change Event Request" popup. Here, the reasons behind the rejection can be articulated
The signature and approval are essential to proceed. The decision can be affirmed by checking the user confirmation checkbox
The "Submit" button will become active; click it to formalize the rejection
The status of the Change Event Request will change to "Rejected," indicating the outcome of the assessment
Requesting a Revision
Sometimes, a Change Event Request may warrant modifications or further clarification. In such cases, the "Revise & Resubmit" button can be clicked
This action will initiate a process of revision, returning the request to the General Contractor (GC) for necessary adjustments
The "Revise & Resubmit" popup will appear, signifying the intent to seek revisions
The GC will receive a notification to proceed with the required changes
The status of the Change Event Request will reflect "Sent Back for Revision," highlighting the ongoing revision process
Conclusion
The client's role in managing Change Event Requests ensures that the project evolves in accordance with the project's vision. By choosing to authorize, reject, or request revisions, clients contribute to the effective management of project changes.
Last Updated: Dec-11-23