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Tracking to whom you have distributed plans
Note: This functionality is available only if you have the Document Control Module.
You can enter the date when the plans were returned in the Date Returned column.
To track to whom you have distributed plans
- Open 6-11-5 Plan Records.
- Using the data control, select the record.
- On the Options menu, click Plan Distribution.
- In the Subcontractor box, enter the vendor number of the subcontractor to whom you provided a set of plans.
- In the Contact box, enter the name of the contact person.
- In the Copies box, enter the number of copies sent.
- In the Date Sent box, enter the date when you sent the plans.
- Click > .