How to Create a Change Order Request (COR) in Clearstory

Learn how to create a COR in Clearstory using our standard templates.

Table of Contents

Create COR from Standard Template

Create COR from T&M Tag

In this article, we are going to walk you through the basic steps to create a COR in Clearstory. 

 Create COR from Standard Template

• In the upper right-hand corner of the screen click on Add New > Create a Change Order Request
• Select your project from the Project Name dropdown
  
  
• Clearstory will populate the next available Change Order Request Number based on what has already been submitted for that project. You can override this number if you have a unique numbering system but we recommend numbering your CORs sequential by project 1-10
  
  
  
• To attach any Clearstory T&M Tags from the system, click Select Existing Tag, select your tags and click Add
  
  This action will automatically fill in the corresponding sections for Labor, Material, Equipment, and Other costs.
• Or if you have a paper T&M Tag numbers that you want to reference, click Add Empty Row and type in your tag number
  
• Add a Customer Reference Number if your General Contractor gives you a PCO, PCI, CE, etc. number to track the COR against and/or attach any existing Labels
  
• Next, add the Title and Description.

Next, you will want to add in the Labor, Material, Equipment and Other cost line items. 

• You have two options for adding line items: you can either choose "Select from List" for pre-populated rates or opt for "Add Empty Row" to create a custom line. If you select "Select from List," it will display your pre-defined rates.
  
• Alternatively, clicking "Add Empty Row" allows you to manually enter your own details.
  
• For Labor you will enter the number of hours for the worker on that line item, select the type of hours (Straight Time, Double Time, Over Time and premium OT / DT), and add the rate. If you have your rates input into Clearstory, when you select the type of hours the rate will automatically pull in.
• For Material, Equipment and Other costs you can select pre-populated items from the drop down menu or manually type in a description. If you select from the drop-down the unit and rate will automatically pull in. Otherwise, manually enter the quantity, unit and rate of each added item.

The markup and total section will auto-populate based on what you have stored for the project level mark up rates. Check out this article to learn how to set those up.

• When creating the COR you can override any of the sections that are shown as editable. If you edit the "Total Requested" you can always reset it by clicking the icon to the left of the total.
  
  

You can drag and drop files which will be inserted into the PDF file that gets sent. If you attach multiple items here you can sort them by grabbing them and moving them up or down.

Once the project is selected you will see your customer's email populated in the "Email To" section and you and your team members in the "Email CC" section. This will be the distribution list for who will receive this COR once you click send. You can also add an optional email message 

When you are prepared to send the COR, click on "Preview & Send". This will display the final PDF preview of the COR for your review. Take this opportunity to ensure that all information is accurate and complete. If you notice any changes that need to be made, you can click "Cancel" to return to the editing screen. If everything looks good and you are ready to proceed, simply click "Submit" to send the COR.

Once the COR is sent, you and your customer will both be copied on the email that goes out with a link to view and download the COR PDF package.

Create COR from a T&M Tag

• Head to your T&M log, select your Tag, and click Create COR (green wrench)

• Your COR has been generated with the selected tag(s)