Event Notices


Notices are documents generated from Events, typically in letter format and based on the contractual obligations defined for the project in a template. Typically, Notices are used to provide commercial correspondence with a client or subcontractor. However, Notices can be used to generate all types of automated documentation based on simple rules linked to Events.

Create Event Notice

  1. Click on Events > All Events    Add Event
  2. When adding a new Event, click on the checkbox next to the available Notice types to add a Notice
  3. Alternatively, select an Event type from the drop-down list which if configured*, will automatically select the associated Notice type
  4. Once the Event is created, scroll to the bottom of the Event to see which Notices are due and click the hyperlink
    1. The Add Notice screen will show both the due date and the days until Notice Due
    2. The Add Notice screen will allow the user to add email addresses to which the Notice can be sent
  5. The body of the Notice may contain free-text fields that can be populated before creation
  6. Click Create Notice to generate the Notice

* Notice Types can be linked to Event Types via Settings>Project>Event Type>Edit Event Type

Edit / Issue Event Notice

  1. To edit a Notice, click on the Notice and then click Edit
    1. Make any required updates and click Update Notice
  2. To issue the Notice, click Issue and amend the Issued On date as needed, then click Mark as issued (Note: email recipient(s) will be sent the Notice when it is issued)
  3. Click Download to download a PDF version of the Notice
  4. Click Delete to delete the Notice