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Create a Ticket Schedule a Training

Basics of Correspondence

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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. Enter the following information:

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)
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