COR - Out for Approval

 Top  Previous  Next

Use this option when submitting a COR for approval.  The following process occurs automatically when the Out For Approval Button on the COR Correspondence Tab is selected:

 

1.        The RFI record is updated for the following fields:

 

§Submittal Date - Updated with the current date.
§Response Due Date - Updated with a future date based on the default number of working days allowed for a response on a COR.
§Status Field - Automatically set to Out for Approval.
§Status Date - Updated with the Submittal Date of the COR.

 

2.The Out for Approval Button is disabled and the Reply Receipt Button is enabled for processing the reply when it is received.

 

3.A transaction record is created automatically with a date and time stamp to document the flow of the COR process.  Be sure to update the following fields in the transaction record for documentation and correspondence purposes:

 

Sent To / From – This option will display a list of all companies who are members in the project team list.

 

Contact – Once a company is selected from the team list, a list of contacts for that company will be available for selection.

 

Notes – Optional field to record any notes regarding the transmitted information.

 

Send… - Use this option to create a transmittal letter to send with the COR Form.  After previewing the form, a copy of the transmittal will be automatically saved in corresponding log documents.