buttonProvides a record of the incoming documents associated with a project in the Correspondence Received log window. This log is generally used to record documents that require a reply.
This log window lists a summary of each correspondence item. Contract Management records all documents that users manually send here using the Select an Action, Send to Corr Rcvd command. You can also manually enter information directly in the Correspondence Received document window.
From this log, you can review all documents, send a document to correspondence sent or received, edit a correspondence document, or manually add a new correspondence document. You can also print a report or a form.
This topic describes the following:
buttonClick this button to add a new correspondence document to the log.
buttonClick this button to print the default report for a correspondence document.
buttonClick this button to display the default log report on screen the way it will look when it is printed.
iconClick the icon to the left of a document name to open a Correspondence Received document window in Edit mode.
Find link
Click the Find link to find a particular word or text in all documents in the Correspondence Received log window.
Click the arrow to open a drop-down list containing actions you can perform, including adding a new document, viewing, editing, printing, and deleting the current document, or sending the document to correspondence sent, correspondence received, or to a user's Inbox.
iconClick the icon to send
the current log layout to an Excel spreadsheet. This functionality is
not available when using the Firefox Internet browser.
Use this drop-down list to select a different layout for the log window. Just select an appropriate layout to apply the new layout. For more information on layouts, see Layouts Overview.
Click this link to display the items in the Transmittals list. From there you can select the create or remove functions you want to perform on a transmittal.
Click this link to open the Print dialog box. Use this dialog box to choose, preview, and print a report, form, or dunning letter for the current document.
Click to return to the Workspace.
A brief description of the correspondence received. Click to open the document in View mode.
The date the document was sent to this log.
The time the document was sent to this log.
The type of correspondence document received.
The company and contact to whom the document applies. The To Contact field is automatically filled with the default contact name, unless the document was logged from another module using Select an Action, Send to Corr Rcvd.
The company and contact from whom the document was received, unless the document was logged from another module using Select an Action, Send to Corr Rcvd.
The date on the original document from which this correspondence document was created.
The specification section code represents this company's area of work. These codes are part of the MasterFormat standard coding system, which was developed by the Construction Specifications Institute (CSI) and the Construction Specifications Canada (CSC).
You can add a new specification section to this list by right-clicking on the top-level folder and choosing Dictionaries, Specification Sections.
The current status of this document.
Contract Management automatically assigns a sequential number to each received correspondence item. You can edit this number manually in the document window.
The contract number, if any, to which the correspondence refers. Click to open the Contract document window.
The company and contact responsible for this correspondence document.
The date you responded to this correspondence item.
Contract Management increments this field when a change, contract/PO, letter, requisition, or insurance document associated with a contract number is sent to the Correspondence Received log. It also increments documents that are not associated with a contract. Contract Management increments documents associated with a contract and documents not associated with a contract separately, so it possible to have identical reference log numbers.
The name of the source document from which this correspondence originated. Click to open the source document.
The priority level for this document, which will appear in the BIC’s Action List.
Contract Management shows each custom field assigned to the correspondence received table with applicable values. Custom fields enable you to define additional information about a project; define them outside the project by right-clicking on the top-level folder and choosing Custom Fields.
This drop-down list appears at the right of each correspondence received document listed in the log. Click the arrow to open a drop-down list containing actions you can perform, including viewing, editing, or printing the selected document, or sending the document to correspondence sent, received, or to a user's Inbox.
From the Contract Management Control Center, expand the appropriate project, and choose Communications, Corr. Received.
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