Provides 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 a Correspondence Log, edit a correspondence document, or Add Correspondence Documents Manually. You can also print a report or a form.

Buttons, Drop-Down Lists, Icons, and Links:

Add Document

Click to add a new document.

Print Report

Click to print the default report.

Print Preview

Click to display the page that will be printed.

Edit Document

Click to open the document in Edit mode.

Find

Click to filter all items in the active table by a particular word or phrase.

Select an action

Click to display the list of actions you can perform on the current window.

Layout

Click to select a different layout for the log window.

Transmittals Queue

Click to display the items in the Transmittals Queue. From there you can select the create or remove functions that you want to perform on a transmittal.

User Productivity Kit

Click the User Productivity Kit link to launch the User Productivity Kit (sold separately), which you can use to view context-sensitive tutorials specific to the page you are viewing.

The Applicable Content checkbox will be marked. If specific tutorial content exists, select the appropriate link to display it. If specific tutorial content does not exist, clear the Applicable Content checkbox to choose from the list of available general tutorials.

Print

Click to print the default project overview form.

Control Center

Click to return to the Workspace.

Columns:

Subject

A brief description of the item.

Date Received

The date the document was sent to this log.

Time Received

The time the document was sent to this log.

Type

The document type.

To/To Contact

The company and contact receiving the item.

Contract Management fills the To Contact field with the default contact name, unless the document was logged from another module using Select an action, Send to Corr Rcvd.

From/From Contact

The company and contact sending the item.

This is true unless the document was logged from another module using Select an action, Send to Corr Rcvd.

Item Date

The date on the original document from which this correspondence document was created.

Spec Section

The specification item that best describes this item. Documents can be sorted or filtered by their respective specification numbers so you can easily locate and view documents of a particular spec type.

The specification section 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.

Status

The item's status.

Number

A unique number assigned to this item.

Contract Management automatically assigns a unique number to identify the item. You can change this number only when you create a new document.

Contract

The contract number, if any, to which the item refers. Click to open the Contract Document Window.

Ball in Court/BIC Contact

The company and contact currently responsible for this item.

Date Responded

The date you responded to this correspondence item.

Reference Log Number

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.

Source Document Description

The name of the source document from which this correspondence originated. Click to open the source document.

Priority

The priority level for this item, which will appear in the BIC’s Action List.

Custom Field columns

Each custom field assigned to the issues table is shown 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 (All Projects) in the Project View and choosing Custom Fields.

Select an action

Click to display the list of actions you can perform on the current window.

How to access this log window:

Expand the Communication folder in the Project View and click Corr. Received.

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