The Telephone Records log window tracks information communicated by telephone. It provides an area to view the date, time, parties involved, and subject of each call. This information can be referred to later as supporting evidence to clarify estimates, contracts, and delays.

Use this log window to review phone conversations, add a new phone document, or edit phone records. 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.

Select an action

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

Layout

Click to select a different layout for the log window.

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.

Control Center

Click to return to the Workspace.

Columns:

Subject

A brief summary of the conversation topic. Click to open the Telephone Record document window in View mode.

Date

The date the call was made or received.

Time

The time the call was made or received.

Number

A unique number to identify a particular conversation. Contract Management assigns the next sequential number to the new phone record.

To/To Name/To Phone

The company, name, and phone number of the person who received the call.

Ball in Court/BIC Contact

The company and contact currently responsible for this item.

From/From Name/From Phone

The company, name, and phone number of the person who made the call.

Contract

The contract number associated with the phone call. If applicable, click to open the Contract Document Window.

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

This drop-down list appears at the right of each document listed in the log. Click to open a list containing actions you can perform.

How to access this log window:

Expand the Communication folder in the Project View and click Telephone Records.

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