Configuring Change Order Workflows in Vault Professional

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Sep 11, 2025, 10:00am PDT

Learn how to configure and manage Change Orders in Autodesk Vault Professional. In this step-by-step tutorial, we walk you through setting up change order workflows, roles, routings, and lifecycle integrations to streamline your engineering change process.

You’ll Learn:

  • The difference between Standard and Check State workflows in Vault
  • How to assign and configure change order roles like Change Administrator, Checker, and Approver
  • How to create routing templates and enable lifecycle enforcement
  • How to set user permissions, notifications, and automate Vault processes
  • Best practices for rolling out change orders across your organization

Session Presenters

Jose Paredes-Clara

Data Management Application Engineer

Jose is an Application Engineer on the Data Management team. With over 8 years of experience, Jose came to KETIV from the manufacturing industry and trained as a CAD admin, and now he is our expert on the day-to-day processes of Vault users. Jose ensures manufacturers fully understand their Vault implementation and are applying it correctly.

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