Creating Change Orders
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      Add an Item Image to a Change Order

      Set the image that represents a change order within ConstructionOnline's change order management tool

      BACKGROUND

      As a part of the industry's leading construction management software, ConstructionOnline™ offers award-winning financial tools for growing contractors across the world. 

      Part of this financial toolkit is ConstructionOnline's change order software—a user-friendly feature where construction companies can build, track, store, and invoice detailed construction change orders. 

      ConstructionOnline™ Company Employees have intuitive options within the change order software for customizing change order information, including the ability to set an image that best represents the specific information at hand. 

      This article includes the following sections: 

      1. Step-by-step instructions
      2. Video walkthrough
      3. Additional information

      STEPS TO ADD AN ITEM IMAGE TO A CHANGE ORDER

      1. Navigate to the desired Project via the Left Sidebar.
      2. Select the Financials tab and choose the Change Orders category.
      3. Scroll to the Change Order card you wish to add an Item Image to in the Change Order Details pane. 
      4. Right-click on the desired Change Order card and select "Edit Change Order" from the dropdown menu.  
      5. Within the Change Order Details window, select the Item Image tab.
        1. If the Change Order has no image files attached:
          1. Select the green (+) Add New Item Image button.
          2. Within the Upload File(s) window, choose how you would like to upload your Item Image:
            1. Upload from Your Computer: Copy a file from your current device
            2. Upload from ConstructionOnline: Select a file from any of your ConstructionOnline™ Project & Opportunity Files at both the Company and Account level 
            3. Upload from Your Cloud File Storage: Choose a file from your cloud storage to copy into ConstructionOnline™
              1. If you have integrated your preferred cloud storage to ConstructionOnline™, the available files will appear within the respective cloud storage option.
              2. If you have not integrated your preferred cloud storage to ConstructionOnline™, select the hyperlinked "Click here" text within your preferred cloud storage option to allow ConstructionOnline™ to access your cloud storage contents. ConstructionOnline™ supports Cloud File Integration with: 
                1. Google Drive
                2. OneDrive
                3. Dropbox 
                4. Box 
              3. ConstructionOnline™ also supports an integration with Google Maps, allowing you to search for a location via the Google Maps Scanner and create an image file of the map or satellite view. 
            4. Click and Drag File(s): Drag & drop a file into the window for upload
          3. If the ☑️ Close when upload is complete option is selected in the bottom left hand corner of the screen, the Upload File(s) window will close upon successful upload of the file. 
            1. The ☑️ Close when upload is complete option is selected by default. 
            2. If this option has been deselected, the Upload File(s) window will show an "Upload Complete!" message upon successful upload of the file. Click the "Close" button to leave the Upload File(s) window. 
          1. The uploaded file will appear within the Item Image tab and be selected as the Item Image. 
        2. If the Change Order has image file(s) attached: You may choose the Item Image by selecting from the existing images or by following the steps above to add a new image file.
      7. The selected Change Order Item Image will be designated by a blue dot directly underneath the image. 
      8. Once you have successfully uploaded and selected the Change Order's Item Image within the Item Image tab, click the blue "Save" button to confirm the Item's Image OR click the "Save & Notify" button to finalize Change Order's Item Image and send email notifications. 
        1. The Item Image will populate within the Change Order card automatically. 

      VIDEO WALKTHROUGH

      ADDITIONAL INFORMATION

      • While the Item Image tab can store an unlimited number of image files, only one image can be designated as the Item Image at any given time. 
      • Item Images can be added to Change Orders with any Status: Pending, Approved, and/or Rejected. 
      • Most common file types may be uploaded as an Item Image to a Change Order, including PDF, DOC, JPG, and PNG files. 
        • Please note that if an HEIC file is uploaded as an attachment, ConstructionOnline™ will automatically convert the file to a JPG.
      • Other documents and files can be managed within Change Orders through the Attachments tab.
      • Permissions: ConstructionOnline™ Company Users must have Change Orders permissions set to "Can Create, Edit, & Delete" to add Item Images to Change Orders. 
        • ClientLink™ Users cannot attach files to Change Orders; however, depending on their Change Orders permissions, they may be able to "view, approve, and/or reject Pending Change Orders" - which includes Change Order Item Images. Additionally, their permissions may be further customized to: 
          • Receive Change Order email notifications 
          • Only show users the Change Orders they're assigned to 
          • Show Ordered/Delivered information for Change Orders 
        • TeamLink™ Users cannot attach files to Change Orders; however, depending on the Change Orders permissions, they may be able to "view Change Orders they're assigned to" - which includes the Change Order's Item Image. Additionally, their permissions may be further customized so that they can receive Change Order email notifications.
      • Mobile App: Item Images can be added to Change Orders from the CO™ Mobile App.

      HAVE MORE QUESTIONS?

      • Frequently asked questions (FAQ) about Change Orders can be found in the article FAQ: Change Orders. 
      • If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA Support Page for additional options.