Changes

==== Creating a Scope Change ====A Scopechange is Scope Change/Additional Work can be created in two ways;* '''Duplication of an existing Operation''' using the term given to work that exceeds ''Duplicate as Scope Change'' button found in the original scope determined during bottom right of the turnaround planning phase[[Turnaround_Wallpaper#Navigation_to_Operation_Details|Activity Details]] area. When technicians have to undertake additional work due to unexpected requirements * '''Creation of maintenance or repair, this additional work must be logged as a new Operation''Scopechange'using the ' 'Create New Scope Change'' button found in the top bar of the [[Turnaround_Wallpaper#Navigation_to_WorkOrder_Gantt_Page|Workorder Gantt Page]].An active internet connection is required, as the server must generate a Scope Change Number and negotiated with autofill the project leadershiprelevant details from the original operation and/or workorder.

Scopechange [[File:SC_Indicator.png|800px|thumb|Scope Change operations are marked with the above indicator in both the Workorder and Operation views]]Scope Change creation is limited to users with the necessary user rights. After creation, the Scopechange Scope Change must be financially approved before Progress can be reported in the same manner as for planned Activities (from 0 to 100%). <br>

== Scopechange Scope Change Details ==

* A unique '''Scopechange Scope Change Number''' is assigned by the server.* On the right side of the page, a longer '''Scopechange Scope Change Description''', and attachments, can be added to further describe the work.

For new ScopechangesScope Changes, the Activity Code of ''Scope Change (scocha)'' is assigned by default, and 4 digits for the Operation Number need to be assigned by the user.For duplicated ScopechangesScope Changes, the Activity Code, Operation Number, and Operation Description are copied over from the original.

* The '''Activity Code''' can be selected out of the full list of Activity Codes. '''Select only already used ones for this project, otherwise, it will be maybe not visualized.'''

* '''Price Type''' indicates whether the scopechange Scope Change shall be billed on a ''Fix Price'', ''Unit Rate'', or ''Hourly'' basis.** Operations with a Unit Rate or Hourly price type require the attaching of [[Time_Sheets]] for budgetary tracking.

** '''If the Scopechange will indeed affect the schedule, it can be specified how many hours (Duration), multiplied by how many people (Resources) will be required. The total is calculated by the client.'''<br>All of the above details, aside from the unique Scopechange Scope Change Number and Early Start, can be altered given the correct user rights. However, these properties become fixed and can no longer be edited once the Scopechange Scope Change has reached ''Financial Approval'' status.<br>[[Category:MaTaP|Scope Changes]][[Category:MaTaP UWP|Scope Changes]]

The lifecycle of a Scopechange Scope Change includes a workflow with fixed stages of negotiation and approval that need to be completed before work can be undertaken by the contractor.

[[File:SC_Workflow.png|800px|thumb|none|A Scopechange Scope Change with all approval stages cleared. The user, company, and timestamp is displayed for every stage advancement.]]<br> {{Attention|If a scopechange Scope Change is Declined during the Technical or Financial approval phases, the workflow is terminated. Declined Scopechanges Scope Changes are still visible in the wallpaper, but cannot be edited or advanced. A new Scopechange Scope Change must to be created if necessary.}}<br> === Scopechange Scope Change User Rights ===Scopechange Scope Change creation is a priviledged action and can only be performed with certain user rights. The table below describes the various levels of permissions in descending order.

! Role !! Phase !! Editable Details !! Buttons

* Can change edit all properties the Issuer can, including Estimated Price and Price Type.

* '''Approve ''' or '''Decline ''' the scopechange Scope Change financially.* '''Request a TA Clarification ''' Meeting or reset the request afterwards.

* Can change properties listed below for Scopechanges Scope Changes '''within their own company'''.* Can edit all properties the Issuer can, '''Can notexcept''' edit Estimated Price and Price Type.

* '''Approve ''' or '''Decline ''' the scopechange Scope Change technically.* Request a TA Clarification Meeting or reset the request afterwards.

* '''Issue button to ''' the Scope Change, effectively confirm of the creation of a new Scopechangeoperation.

* Can create/duplicate Scopechanges Scope Changes '''without''' editing any properties.* Can edit Scopechange Scope Change Description and add Attachments, as these actions are available to all users.

* '''Create ''' New Scopechange Scope Change or '''Duplicate ''' as Scopechange Scope Change buttons (found on Workorder or Operation views).

A new Timesheet can be added by clicking the ''Add Timesheet'' button. The user must have Issuing rights to perform this action.== Overview of Scope Changes and [[Time Sheets]] ==For each added TimesheetBy selecting the "Scope Changes" tile (lilac with a thumbs up/down symbol) from the client sidebar or the start area, the contractor must input client will navigate to the Cost and a brief Description of their workScope Changes overview screen. The cost of overview page displays all attached invoices Scope Changes a particular user is tracked permitted to view, as the ''well as Operations for which payment by Timesheet is agreed (ie. of payment type Hourly Rate or Running Cost'' on that operation).

==== Budgeting ====If a budget has been set for a particular operation, {{Attention|Only Operations within the Running Cost is shown same company as the logged in relation to the overall budget, with a bar showing the overall progressuser are displayed.}}

= Cut Content =From left to right, the various columns for each item display:<s>* '''Clarification meeting''' needed / resolved. {{Attention* '''Tag''' / '''Workorder''' / '''Scope Change Numbers''', and '''Scope Change Description''' below.* '''Status''' if it is a Scope Change, or '''[[Time Sheets|This page Time Sheet]]''' indicator if it is under constructionnot.}}** Possible statuses are Created, Issued, Technically Approved / Declined, Financially Approved / Declined. * '''Activity Number''' and '''Description''', and '''Responsible''' company below.* '''Cost''' status of the Operation, with budgetary information for Hourly Rate / Running Cost operations with a set price.** Within budget: blue, close to budget: orange, over budget: red.* '''Gantt''' chart. <br>

1=== Filtering ===Similar to the [[Turnaround_Wallpaper#Advanced_Sorting_and_Filtering|Turnaround Wallpaper]], the filtering panel can be brought in from the right to narrow down the displayed list based on desired parameters. '''Scope Change and Time Sheet'''

1.1. '''Duplicate or Create New Operations can be filtered by Plant, Responsible Contractor, Scope Change or Mark Planned Work as Time Sheet''' - Type, Tag Number, Workorder/Project Number, Scope changes Change Status, TA Meeting Status, Price Type, Workorder Number, Scope Change Number, Scope Change Description, Budget condition (>80%, >100%), and Technical or additional works can be created by duplication or by creating new scope changesFinancial Approver. - Planned works based on unit or hourly rates can be marked with “Enable Timesheets” in the Activity Detail. - Contractors can then insert timesheets and track planned costs. - If additional work is found during execution, an existing operation can be duplicated in the Operation details page. - Creating new scope changes can be done with the button on the top of a Work order in Operation list/Gantt View.<br>

1.2. '''Details of Scope Change''' - The Operation Nr consists of Work order/Project number + 4 digits {{Hint|Filtering for the Operation. - Activity code can be selected from all Activity Codes. - The Scope Change Nr is automatically created. - Operation details are copied from the Work order and are available like a planned Operation. - The estimated price is in € Technical or in project defined Currency. - The agreed price type can be Fix Price, Unit Rate price, or hourly Rates. - Additional information for the Scope Change can be put in the Financial Approver implies that a Scope Change Description and Attachmenthas reached at least either stage.}}

1.3. '''Authorities on Scope Change'''Helpful tips for filtering: - Different authorities have different rights * More than one option can be selected for scope changes, including creating, issuing, technical approval, and financial approvala single filter. - Technical Approvers ** For the text input filters, additional search values can change certain details but cannot change estimated price and price typebe added using the “;” (semicolon). - Financial Approvers can change all details including estimated price * Text input is not case sensitive, and price type. - Clarification meetings can be requested by Financial Approversdoes not require the full text as a search string.

1.5. After selecting all desired filters, the '''Upload Timesheet and Settle CostApply''' - Costs can button should be settled in the Timesheet area/tab for hourly/unit rates and planned works with enabled timesheets if it is financial approvedused. - Fix price cost is visible after financial approval as cost.<br> 1.6. '''Overview of Scope Changes and Time SheetsClear All''' - Overview of Scope Changes differs according to authorizations and companies. - Contractors can only see their scope changes and not others. - Sorting is possible according be used to Tag Nr or Work order/Project Numberreset all filters. - The status shows if it is a Timesheet or if the Scope Change is Created, Issued, Technically Approved or Declined, Financial Approved or Declined. - The Filter allows filtering by various criteria such as Plant, Responsible Contractor, Scope Change Type, etc. - More than one option can be selected for filtering. - Related Work orders can be filtered with the “Apply” Button on the top after the selection is done. {{Attention|This page is under construction.}}{{UnderConstructionEnd}}