General Correspondence workflow


A general correspondence is a type of package that is intended for managing various official project communications.

To create a general correspondence, click the New menu and select New General Correspondence, or whatever name your administrator has configured the general correspondence package type to be. Your project may have more than one.

Like a transmittal or an RFI, a general correspondence has a subject, details, recipients, and due dates for acknowledging and responding.

After you issue a general correspondence, the recipients acknowledge and respond as required (recipients who are not required to respond can still send an optional response). As the author of the general correspondence, you can review the recipients' responses.

You can also reply to a recipient's response. When you reply, a new general correspondence is created for the reply.

General correspondences sent to you are found under the Incoming tab.

The general workflow for the user receiving a general correspondence is this:

  1. User receives a general correspondence
  2. User acknowledges the general correspondence
  3. User responds to the general correspondence

Users can also:

  1. download attachments to the general correspondence
  2. view the history of the general correspondence
  3. archive the general correspondence
Note: If a recipient is not required to respond (their Resp permission is turned off ("N/A") in the general correspondence) they can still send an optional response.

More information about managing general correspondence can be found here:
Sending General Correspondence
Managing Incoming General Correspondence