Existing live partners may request to have the Change Order feature turned on via their PSM. In the future, there will be availability to make requests through the Enerflo portal.

Step 1: PSM provides the partner the Change Order Request Form. PSM must create a copy of the template: https://docs.google.com/document/d/1ukyAt5STXeGMk4XQ_zMpr3Z-S8pGU2KkWTd0kBlLELc/edit?usp=sharing

Step 2: Once the form and example documents are provided, PSM should create a ticket into the Integrations Intake Clickup queue: https://app.clickup.com/2280254/v/b/6-40090097-2?pr=6330326

Title the ticket: [Partner Name] Change Order Feature Request. Attached the form and documents to the ticket.

Step 3: An integration team analyst will be assigned to the ticket for review. Change order forms with complex fields and annotations may require more time. For reference, here are the standard annotations we already have, so forms that have these annotations will be quicker to complete. DocFlo : Change Order Annotations