Do you remember that archaic concept of a Change Request (CR), where you’d fill out some form, send it for approval, wait weeks and weeks, and eventually get a no? TCP has totally Jacked change requests. Just update the fields you want to change on a change-controlled (approved) document, and click send. The designated recipient will get an approval prompt, and once approved, the form will automatically update with the new values you proposed. If not approved, it’s not. Either way CRs are noted in the project history. Goodbye crappy old process!
Let's step through the process:
1) Open any deliverable that has the approval function. In the title bar, note if the deliverable is current approved or not . If it is not approved, then requests for change are not necessary and you can change whatever you wish. Your changes will be noted in the history for that field, revealed by clicking .
2) Scroll to the field you wish to change and click the edit pencil . You will see a modal like the following:
The current value unsurprisingly displays the current value of the field. The 'project approach' field is the name of the field we have chosen to update; this label will change depending on the field you are editing. The change we have made is to change the duration of 9 months to 12 months. The comment explains why the change is necessary. The recipient is the CR approver. Are there multiple approvers? Then the recipient is the next approver in the line of approvers. Click to commence.
3) The approver will receive your CR immediately as action item.
4) Upon selecting to commence the review, they will see a modal like the one below:
The current value shows the field before the change was made. The requested value shows in green what has been added, and in red strikethrough what has been removed. The initiator comment is shown, and the reviewer can respond with a reason to accept or decline before the button is clicked.
Declined CRs do not update the field in the deliverable. Accepted CRs automatically update the value in the deliverable and terminate the process.