Basics of Correspondence

Purpose:

To Create a Correspondence.

Background:

In Contractor Foreman, Correspondence is broken down into three categories.

Points to Remember:

Required fields are marked with an Asterisk (*.)

To save your work, click the blue Submit button.

To edit the record, click the green pencil icon in the upper right corner.

Deleting Items can only be done by a person with Admin Rights or if you are given access to do so.

If a Correspondence need to be Deleted, you can do so by clicking on the Action button at the bottom of the page on the right.

Steps to Create a New Correspondence:

1. Navigate to Main Menu.
2. Click on Correspondence
3. Click on blue button Create a New Schedule Notice Create a New Compliance Notice Create a New RFI (Request for Information) on the left.
4. Enterthe followinginformation:

Create a New Schedule Notice:

• Project: (Mandatory) Select from System List.
• To: (Mandatory) Select from System List.
• From: Select from Drop-down.
• Date/Time:
• Items #: Save to View.
• Notice Type: (Mandatory) Select from Drop-down.
• # Of Days Delayed:
• Notes:

Create a New Compliance Notice:

• Compliance Type: (Mandatory) Select from Drop-down.
• Project: (Mandatory) Select from System List.
• Date/Time: (Mandatory)
• To: (Mandatory) Select from System List.
• From: Select from Drop-down.
• Item #: Save to View.
• Description of Issue:
• Resolution Date:
• Resolution or Response:
• Status:
• Add an Attachment: Upload all Photos & Files in link to this Project. (On the phone or Tab this would be a Camera button so just click away & it will upload here automatically)

Create a New RFI (Request for Information):

• Project: (Mandatory) Select from System List.
• Date/Time: (Mandatory)
• To: (Mandatory) Select from System List.
• From: Select from Drop-down.
• Item #: Save to View.
• Information Requested: (Mandatory)
• Referenced Area in Question:
• Change Order: Select from Drop-down.
• Plan Sheet Number:
• Response Needed By:
• Response Received:
• Response:
• Status:
• Add an Attachment: Upload all Photos & Files in link to this Project. (On the phone or Tab this would be a Camera button so just click away & it will upload here automatically)