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Control changes to cost and duration
Once a Change Request is assigned to an approver, they play a crucial role in reviewing the submitted information and making decisions regarding the proposed changes. Here’s a guide on how to review a Change Request using our product:
1. Access the Change Request:
- As an assigned approver, log in to our product and navigate to the Change Request module.
- Locate the Change Request assigned to you, either through the assigned tasks or notifications.
2. Review the Submitted Values:
- Take the time to thoroughly review the details and values provided in the Change Request.
- Assess the proposed changes, including the cost impact, schedule impact, and any additional divisions, sub-divisions, or tasks that are out of scope.
3. Utilize the Comments Feature:
- If further clarification or additional information is required, utilize the Comments feature.
- Post comments or questions to gather more details from the creator of the Change Request.
- This fosters effective communication and ensures that all necessary information is considered during the review process.
4. Raise RFIs (Request for Information) if Needed:
- If there are specific queries or uncertainties regarding the Change Request, the approver can raise an RFI.
- Submit an RFI to the creator or other relevant stakeholders to seek clarification or gather more information.
- This helps to address any uncertainties and ensure a well-informed decision-making process.
5. Make a Decision:
After carefully reviewing the Change Request and considering any additional comments or RFIs, make a decision regarding its approval or rejection.
If the proposed changes meet the necessary criteria and are deemed appropriate, select the “Approve” option.
If the proposed changes are deemed unsuitable or require further revision, select the “Reject” option.
- In some cases, if edits or modifications are necessary, the approver can choose to “Unlock” the Change Request, allowing the creator to make necessary changes before re-submitting it.
By effectively reviewing Change Requests, approvers play a vital role in ensuring that proposed changes align with project requirements and objectives. The use of comments, RFIs, and the decision-making options empowers approvers to make informed choices and facilitate effective communication with the creator of the Change Request.
