Correspondence

The Correspondence form is used to capture information such as emails, meetings, conference calls etc.
 
Navigation Path:  Engineering Forms > Advanced Forms > Correspondence
 
Correspondence
 
1

Select Correspondence

  Used to lookup and existing Correspondence.
 
2

Add

Click to start a new form.
3

Header Details

Project:  Used to select the project associated with the Correspondence.
Phase:  Select the phase (construction, design, etc.) that the project is currently in.  The options for this field are configured by your Administrator in the Portfolio>Lists>Projects menu.
Correspondence #:  The form number will automatically be populated by PMWeb with the next available numerical value depending on the type of form and project it relates to.
Description:  Enter a general description (a more detailed description should be entered in the details section of this form).
Status:  The status (draft, submitted etc.) will automatically be updated by PMWeb based on the workflow configuration.
Revision:  Enter the revision number for this record.
To:  Select the name of the contact who will be receiving this Correspondence.  The available contacts are set up in Portfolio>Lists>Companies.
From: Select the name of the contact who is sending the Correspondence.  The available contacts are set up in Portfolio>Lists>Companies.
CSI Code:  Enter the construction specification code associated with the form (if applicable). 
Category:  Select the category (mechanical, electrical etc.) associated with the Transmittal.  The available options are configured by the Administrator in the Portfolio>Lists>Lists menu.
Priority:  Select the priority (high, medium etc.) of the form.  The available options are configured by the Administrator in the Portfolio>Lists>Lists menu.
4

Search

Use the search capability to locate a user from your contact database.
5

Description

Enter the details of the items you want to capture (from discussion, voice/email etc.).
6

Save

Click to save the Correspondence.
7

Additional Tabs

For more information on the other tabs please see the Overview/Navigation section.