Creating transmittals
Note: This functionality is available only if you have the Document Control Module.
Only the boxes with blue title are required. Consider entering client or vendor information for legal traceability. You can always add more information to transmittals later.
Note: You can add set up routing by clicking the Routing button at the bottom of the window.
To create a transmittal:
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Open 6-11-3 Transmittals.
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In the Job box, click the drop-down arrow to select the job.
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If the job uses phases, enter the phase number in the Phase box.
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If the job uses divisions, enter the division number in the Division box.
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In the Description box, enter a description.
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Do any of the following, as necessary:
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In the Sent by box, enter the person who sent the transmittal.
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In the Client or Vendor box, enter a client or vendor.
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In the Attention box, enter the name of the person whom you want to be informed.
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In the Address, City, State, and Zip text boxes, enter that information.
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In the Type list, select the type.
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In the Sent box, enter the sending date.
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Do any of the following, as necessary:
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In the Sent Via box, select a sending method.
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In the Received box, enter a date.
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Select Hot List and Lock Edit.
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In the grid, in the Description cell, enter a brief statement about the item.
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Click > .