The following functionalities are available in both online and offline modes. Some key panes in the summary tab are:
|
Summary tab pane |
Used to |
|
Request |
request or gather the required information related to a project. |
|
Reply |
send the required information for the request submitted. |
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Select a project communication from the list view to view the summary information of the selected project communication in the Summary tab.
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Select Request after entering the required fields data to submit a request for an information.
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The Request pane data is disabled and cannot be edited once the workflow has been requested and is waiting for a reply.
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To enable the Request pane and edit the submitted request, select Cancel to get the communication type to its original state.
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Select Reply to send the required information for a request submitted.
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Enter the reply information for the communication, and select Complete.
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The Request and Reply panes and their data cannot be edited once the workflow is set to Complete/ Close or Reject.
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In the Questionnaire tab, you can execute the step actions while requesting a project communication.
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You can execute the steps and also raise a non-compliances for the rejected step actions.
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Before selecting Request in Questionnaire, you must fill the required fields data of Request section under the Summary tab.
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The workflow of the Questionnaire tab is automatically updated according to the Summary tab and vice-versa.
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Select the Reference Documents tab to view all the documents associated with the selected project communication.
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In the PDF File column, select the PDF icon to view the document.
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Click on the document URL icon
to view the document on a new tab of the web browser.