Choose Record Document Revision dialog box

Use this dialog box to locate and select record documents to include with a contract or potential change order. Mark the checkboxes of the record documents you want to include, then click OK.

To mark several checkboxes at once, select all of the items you need by using the Shift or Ctrl keys, then press the Space bar to mark all of the highlighted checkboxes.

Select Item

Only record documents are available.

Filter All Columns

You can filter by any text that appears in any of the columns. For example, if you know the title (or part of the title) of the record document you're searching for, enter at least part of the subject in this field. The list updates automatically as you type. For example, if the record document you're searching for has the number 30 somewhere in any column, enter 30 in this field. The list will be narrowed down to only record documents that have the number 30 somewhere in one of the columns.

 

Click the Settings icon, shown above, and select Toggle Column Filters to toggle between showing and hiding the column filter fields.

 

Click to clear all column filters.

Columns

Refer to Document Control activity center for a description of the columns.

Show All Document Control Revisions

By default, the Choose Record Document Revision dialog box shows the latest revision of all record documents. Select the Show All Document Control Revisions checkbox to show all revisions for each record document, as shown below. You can then select any revision of a record document to add to the contract or potential change order.

 

To access this dialog box

You can access this dialog box in the following ways:

●        Click Add from the Contract Docs tab of the Contracts activity center, the Create Contract dialog box, the Log a Received Contract dialog box, or the Modify a Contract dialog box.

●        Click Add from the Contract Docs tab of the Potential Change Orders activity center, the Create Potential Change Order dialog box, or the Modify a Potential Change Order dialog box.