Conversation logs - Intergraph Smart Materials - Version 2020 (10.0) - Help - Hexagon PPM

Intergraph Smart Materials Classic Help (2020)

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English
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Intergraph Smart Materials
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Classic
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Smart Materials/Smart Reference Data Version
2020 (10.0)

You can keep track of conversations on the SM.30.03 Conversation Logs screen. Participants are listed, as well as details and actions.

Enter a conversation

  1. In the menu tree, navigate to Smart Materials > Site > Subcontract Management > SM.30 Site Administration.

  2. Double-click SM.30.03 Conversation Logs.

  3. In the Conversation Logs area, create a new record.

    • The Seq field is automatically filled with the next available number.

    • The Date field is automatically filled with the current date.

  4. In the Subject field, enter text to describe the general topic of the conversation.

  5. In the Participants area, enter participant companies.

  6. In the Details and Actions area, enter the details of the conversation and follow-up notes.

When the Closed box is checked, the entire record is locked, including the details.