Create an Architect's Supplemental Instructions record in the Tasks log to initiate and accept/reject a new Architect's Supplemental Instructions request.
In the Architect's Supplemental Instructions form, provide detailed instructions and attach related documents. After completing the Architect's Supplemental Instructions form, select an action in the Workflow Actions list to determine the next step in the workflow. Click Send to route the form to the next assignee.
Note: You must enter a value in all required fields (*) before you can save the form.
- Go to your project. Ensure that you are in the User mode.
- Expand the Project Design node.
- Select Architect's Supplemental Instructions.
- From the BP log page, click Create. Refer to the tables below to complete the form. You can click Save at any time to save a draft version of the form. The drafts are stored under Drafts.
- Click Add Attachment, select Unifier Folder, select a file, and click OK. The Attachments link indicates (1) file is attached to the record.
- After completing the form, select Submit from the Workflow Actions.
- On the Action Details tab, select who should receive this action item.
- Click Send. When the Notification window opens, review the content and click OK. The record now moves to the next step in the workflow.
General
In this field: | Do this: |
|---|---|
Record Number | No action. |
Title | (Required) Enter a title. |
Project Number | No action. |
Project Name | No action. |
Creator | No action. |
Creation Date | No action. |
Due Date | No action. |
Status | No action. |
Contract Reference | Select a contract record from the list. |
Bulletin Number | Enter a bulletin number. |
Schedule Impact | Select if this causes a schedule impact. |
Cost Impact | Select if this causes a cost impact. |
Instructions | Enter if instructions are provided. |
Drawings | Enter drawings are provided. |
Specification Section | Select a specification section. |
Specifications | Enter if specifications are provided. |