Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to manage your Change Order recipients, users will need Manage permissions for Change Orders
This guide will walk you through the steps involved in managing Change Order recipients in SiteMax, including adding or removing recipients and understanding the email notifications they receive.
Managing Change Order Recipients:
Once a Change Order has been "Approved", navigate to the Change Order module in SiteMax.
Locate the specific Change Order you want to manage and click on it to open the details.
Within the Change Order details, look for the option to "Send to Accounting".
Note: Clicking this option will open a page that will enable you to add or remove recipients (you may include recipients who are not part of the default user list in SiteMax).
After making changes to the recipients and sending the Change Order, the selected recipients will receive an email notification.
The email will include a PDF attachment containing the updated Change Order.
Recipients will receive email notifications in the following cases:
Response: When a response is submitted for the Change Order.
Close (including final response): When the Change Order is closed, including the final response.
Draft submitted: When a draft version of the Change Order is submitted.
Submitted: When the Change Order is submitted for review or approval.
Remember:
Recipients can respond directly to the email notification they receive.
Any response made via email will be logged in the Change Order module of SiteMax, ensuring a centralized record of all communications.