Overview:

This tab gives you the ability to submit variations for review by the contract administrator. Requests can be accepted or declined - if accepted, they are converted into Work Orders that can be claimed in Portal Claims.

Screen Guide:

The above example only has one line, but you can enter multiple lines. The administrator can then decide to put them all in one Work Order or split them into several.

• Add to WO is not available for you to edit.
• Details is a description of the variation event and should be unique and descriptive enough to quickly tell the difference between variations.
• Line Code is an optional field to differentiate between two or more lines.
• Unit is the unit of measurement for the Qty field.
• Rate is the cost amount per Qty.
• Qty is the number (or quantity) of items being requested for the variation. If it is percentage based, the quantity should be "1" for "out of 100%".
• Cost is the product of Rate X Qty, and represents the total cost for this line.
• Subcontractor Comment is a place for you to add additional notes or reasoning for this variation. You can click on the blue pencil to expand the text box, or hover over the field to see the full text.
• Status shows what place this line is at in the approval process. It begins with Entered, then moves to Notified once you submit the line. Depending on the response, the status then moves to Accepted or Declined.
• Notified displays the date and person who has been notified once you submit the variation request by clicking Save and OK.
• Actioned displays the date and person who actioned the request, either accepting or denying.
• You can delete mistakenly created lines by ticking the Bin checkbox and clicking Save, as long as it hasn't been submitted.

Auto-Claim Functionality (Optional):

• If the variation is being submitted near or post completion of work then you may want to claim the variation line as soon as it is accepted.
• This is indicated by ticking the Claim checkbox and providing the optional Claim Reference.
• If these fields are not available (as per the screenshot), then this functionality is not supported by your client.

Once you are finished filling out the line(s), submit the variation request by clicking Save and OK:

Clicking cancel will not send the request and keep the line(s) with a Status of Entered.

If the request is declined, you will be notified and the request will be archived. If it is accepted, the administrator will have added the request to a Work Order for you to claim. You can view actioned requests by clicking View All.

Next Steps:

Once your request is accepted and converted into a Work Order, you can view it in Work Order Portal or claim it in Portal Claims.