View, Edit and make a Request proposal update to an SI

2 minutes
5 months ago

You can edit a Supplemental instruction (SI) and make a Request proposal update to update information, view workflow activities, download attachments, and more. To move an SI through the workflow, see Manage the SI Workflow.

Once the SI is closed you can no longer make edits.

Complete a Request proposal update

Follow the steps below to complete a Request proposal update:

  1. In Newforma Konekt, open the desired project.
  2. In the main menu, under Project menu, select Change management.
  3. In the Change management page, find the SI you want to edit and click on it.
    You can use the filter and sort options to find your SI more easily. You can also search for SIs using the search bar.
  4. Click on the three dots in the open SI to open the selection menu and select Request proposal update.
  5. In the Request proposal update window, fill out the information as needed and click on the Request button.
  6. Continue with the editing steps below as needed.

Edit an SI

To edit an SI follow the steps below:

  1. In Newforma Konekt, open the desired project.
  2. In the main menu, under Project menu, select Change management.
  3. In the Change management page, find the SI you want to edit and click on it.
    You can use the filter and sort options to find your SI more easily. You can also search for SIs using the search bar.
  4. In the Details tab, edit the information as needed.
  5. To view workflow activities, click the Workflows tab.
  6. To view attachment in the SI, click on the attachment to preview it. Please refer to the document viewer page for more details.
  7. To download attachments, click the Attachments tab. You can also download attachments from the Details tab.
  8. If you’re a project admin, you can view SI history under the History tab.