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Rafael Gonzalez

Rafael Gonzalez

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Step

Action

1

  • Go to Operations Phase

The History tab will show which change order (ICO/NCCO/HCO) has been generated

image-20241122-183632.png

2

  • Select the task named as “Change Orders (HCO/NCCO/ICO)”

3

  • Click on the “History” Tab

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Automatic Change Order Creation Based on Product Rule

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Discrepancy:

The change order task automatically checks if any product rule discrepancy has been violated occurred during the process (The product rule violation discrepancy occurs when a pre-defined condition or requirement for a product is not met)

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Step

Action

1

  • Once A violation the discrepancy is detected, the system will determine which type of change order needs to be created automatically

  • The Types of change orders are:

    • NCCO (No Cost Change Order)

    • HCO (Homeowner Change Order)

    • ICO (Installer Change Order)

2

  • Along with the Change order, The system will provide step by step instructions on how to proceed

This instructions guide the user through the process to address the violation discrepancy and complete the necessary steps for the change order

3

  • Follow the instructions provided to complete the change order process

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