View all changes in a requisition

Tekla EPM
2021
Tekla EPM Tekla EPM GO

View all changes in a requisition

Tekla EPM records every change made in the system. This is useful because you can view all changes made in the current requisition at once. You can filter the information to see changes made by a particular user, or on a particular date. You can also print the list of changes.

  1. In the Requisition # dialog box, click the Requisition ribbon tab.
  2. On the menu, select List Of Changes.
  3. In the List Of Changes Report Filters dialog box, do any of the following:

    To

    Do this

    Filter changes by user

    1. Select the User filter type and click Select.

    2. Click the arrow buttons to move the users whose changes you want to view to the Included list.

    3. Click OK.

    Filter changes by date

    1. Select the Transaction Date filter type and click Select.

    2. Do one of the following:

      • Enter the start (Minimum) and end (Maximum) dates.

      • Select the Expression check box for the start or end date. Then, select the base date and select how many more or less days will be taken into account.

    3. Click OK.

  4. Click Make Report.
  5. In the Report Selection dialog box, do one of the following:

    To

    Do this

    View the list of changes

    • Click View.

    The report opens in Tekla EPM Report Viewer.

    You can use the Email Excel and Email PDF buttons at the top of the Tekla EPM Report Viewer window to email the report via Microsoft Outlook.

    Print the list of changes

    1. In the Report Selection dialog box, change the number of the printed copies by clicking the + and - buttons.

    2. If necessary, click Select Printer, select which device you want to use for printing, and click OK.

      You can also select Default Printer to always use the default printer with this report, or No Printer to reset the current printer.

    3. Click Print.

    4. Click Yes.

    Export the list of changes

    1. Click Export.

    2. In the Export Format list, select an export format.

    3. Click Browse.

    4. Browse to the location where you want to save the exported file, and click Save.

    5. Modify the file name according to your needs.

    6. To attach the exported file to a Microsoft Outlook email and send it to a recipient, select the Attach to Email check box.

    7. To open the file after exporting it, select the Open Exported Document check box.

    8. Click Export.

  6. To close the dialog box, click the Close button (X) in the upper-right corner.
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