Documents template

Change event decision sheet

Put each logged change event in front of the general contractor with its estimate, hours worked and the decision needed, so the duct conflict is decided early.

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Use in FuseBase

Industry
Construction, Trades and Field Services
Team
Operations
Use case
Requests and exceptions
Tags
Approval workflow
Includes
1 database · 1 app

Template preview

Change event decision sheet page

Included items

  • Field work orders and inspection tracker

    Database · Embedded view: Ridgeview mechanical work orders (table view) · Requires sign-in

  • Dashboards

    App · 3 embedded blocks: Chart: Change events and their decisions (c-change-table); Chart: From logged to authorized (c-change-waterfall); Insight: Duct conflict priced, work stopped (i3) · Requires sign-in

Overview

What this template supports

A change event decision sheet for a general contractor's project manager, prepared by the specialty contractor's project manager. It lists nine change events with estimate, decision and hours worked before authorization, shows the flow from logged to authorized, and sets out the authorization steps for the concealed duct conflict. It embeds a live work order table with sample records and three live Dashboards blocks.

  • Stats row of events, authorized value and hours
  • Live change events table
  • Embedded work order table
  • Decision state definition list
  • Duct conflict warning callout
  • State diagram and authorization steps

How to use this template

  • Log and price each event

    Record each change event with its field evidence, contract scope and estimate before any crew time is charged to it.

  • Show the decision needed

    Mark each event as authorized, declined or waiting, with the hours worked before the decision.

  • Record the written answer

    Capture the customer's written decision on the work order and release or stop the field task.

Frequently asked questions

Why does work stop on a waiting event?

The working rule is no extra work before written authorization, so crew hours stop until the decision is recorded.

Can I share this page with another client?

Only after the embedded view is switched to a view filtered to that client.

What does Change event decision sheet help me do?

Put each logged change event in front of the general contractor with its estimate, hours worked and the decision needed, so the duct conflict is decided early.

Who reads and maintains this page?

Brackenhurst project manager; prepared by the Ironvale project manager. The customer project manager reviews it.

When is the page ready to share with the client?

Sent only after the embedded view is filtered to the client and every waiting event shows the decision needed and its date.

What do visitors see in the public link?

The public link opens the full page without sign-in. The embedded Field work orders and inspection tracker view and the live Dashboards blocks are separate items that need FuseBase sign-in and workspace access, so a visitor without access does not see their live records.