Generate Documents from an Existing Notice

Contents

Notices often contain similar information. To reduce data entry time, use the Generate Wizard to create a copy of a notice or a noncompliance notice, and then edit the copy to reflect any differences.

You can generate multiple notices from an existing one. For example, you could generate CICs/ BULs to subcontractors affected by a change in condition, or for permit tracking, to all subcontractors who are required to file permits.

You can also generate other document types from notices. For example, you could generate a noncompliance notice after failure to comply with a notice, an RFI to request more information, or a Proposal from the original notice.

To generate a document from a notice or noncompliance notice:

1. Expand the Communication folder and click Notices or Noncompliance Notices to open the Notices Log Window or the Noncompliance Notices Log Window.
2. Open the document that you want to copy.
3. From the Select an action drop-down list, choose Generate Document. The Generate dialog box will open.
4. From the Type drop-down list, choose the type of document you want to create.
5. Click Select To next to the To field to open the Select Contacts Dialog Box to specify the contacts who will receive the document. Click Exchange to switch the To and From contacts.
6. Select yes or no to determine whether you want Contract Management to assign the next available number.
7. The Contract field is automatically populated from the source document. To select a different contract, click Select Contract next to the Contract field and select a contract if applicable.
8. Contract Management supplies the required date (seven days from today's date). You can change it.
9. Select yes or no to determine whether to link the new document to the same issues and attachments as the original.
10. Click Finish to generate the new document.