About the Learning Experience
In this course, you will learn about the Change Worskpace in Greenlight Guru. If you have questions on this content, please contact your designated Onboarding Guru, Customer Success Manager, or Greenlight Guru Support (Support@greenlight.guru).
Required Environment Access in Greenlight Guru: Sandbox
Required System Level Role in Greenlight Guru: Change Manager or Document Control
For more information on Roles and Permissions, click here.
Course Categories
Course Instructor
-
Welcome
- Welcome!
-
Navigation
- Change Management Navigation
- Document Control and Change Manger Role Permissions
-
Adding a Change Order
- Adding a Change Order
- Adding Documents to a Change Order
- Edit Documents and Document Order
-
Change Order Steps
- Change Order Details
- Adding Users to Team
- Performing an Evaluation
- Adding Documents to Routing and Marking for Obsoletion
- Routing
- Updating Document File After Routing Rejection
About the Learning Experience
In this course, you will learn about the Change Worskpace in Greenlight Guru. If you have questions on this content, please contact your designated Onboarding Guru, Customer Success Manager, or Greenlight Guru Support (Support@greenlight.guru).
Required Environment Access in Greenlight Guru: Sandbox
Required System Level Role in Greenlight Guru: Change Manager or Document Control
For more information on Roles and Permissions, click here.
-
Welcome
- Welcome!
-
Navigation
- Change Management Navigation
- Document Control and Change Manger Role Permissions
-
Adding a Change Order
- Adding a Change Order
- Adding Documents to a Change Order
- Edit Documents and Document Order
-
Change Order Steps
- Change Order Details
- Adding Users to Team
- Performing an Evaluation
- Adding Documents to Routing and Marking for Obsoletion
- Routing
- Updating Document File After Routing Rejection