Communications
Background
With the Communication Records, users can log all pertinent project communications within a reportable record which can be accessed, updated, and used for reporting from the PMWeb ecosystem.
Access: From the module menu, Records --> Communications
Available reports: Communications Log
Communication Record - Field Guidance
Fields marked with an asterisk (*) are required to save the record.
Within your new Communication record:
Select a Project
Select a Discipline
Add a Subject
Add Date and Contact Details
Select a Communication Type
Add Follow Up Date information as needed
Click the Save icon to save the record, relate it to your project, and open additional functionality.
4. Once your Communication record is saved, additional working tabs open, including:
NOTES: To add additional notes to the Communication record
ATTACHMENTS: To include attachments with your Communication
COLLABORATE: To submit a collaboration request to other project team members for this record.
NOTIFICATIONS: To send internal or external notifications of this record.
5. A Communication data entry box also becomes available for free-form typing of your Communication.
Communication Record - Team Collaboration
To collaborate on a Communication record, begin by clicking the Collaborate tab.
Click +Add to begin a new team collaboration.
3. Select your collaborator/s with the Request Collaboration Drop-down menu.
4. Select the permissions you'd like your collaborator/s to have on this record.
5. Select a Due Date and add a Message.
6. Click Save and Close to begin the collaboration submission process.
7. Add Comments as needed prior to sending your Collaboration Request.
8. Select Comment or Review Complete and click Save to send your collaboration request to your collaborators.
9. A log of Collaboration and team communication remains in the Collaboration record throughout the lifetime of your project.
Sending Communication Record Notifications
Communication Notifications can be sent to internal project team members, as well as to external email addresses, by completing the following steps:
Click the Notifications tab in your saved Communication record.
Click +Add to begin a new Notification. A pop-up notification window will appear.
3. In your Notification pop-up window, select your internal notification recipients with the ellipse icons (left of fields) in the To, CC, or BCC fields.
4. Manually add any external email addresses into the Manual CC field, as needed.
5. Edit any Notification message Comments in the provided text entry area.
6. Use your distribution menu options to Send, Save, Schedule, and/or add record attachments to your Notification.
7. A record of all notifications sent from this Communication record remains in the Notifications tab for review.