Click on a relevant link below to continue:
A. Create New '15 Supervisors Communication'
It can be created by users in Supervisor role by going to 'Project Forms' or 'Contracts' area as applicable.
Expand the 'D. Communications' group and select '15 Supervisors Communication' type.
Click on '+ Create Form' to create a new '15 Supervisors Communication'.
B. Enter Details for '15 Supervisors Communication'
This form is used by Supervisor to initiate any type of contract related communication with the Contractor whenever required. Below is a description of the available fields:
B1. Contract Search
To use the search options available - contract code and contract description - to search the contract for which Supervisor's communication is to be raised. This would be specifically helpful in cases when you have a long list of contracts and you need to filter out the required contract from the list.
B2. Contract
To select the contract for which Supervisor's communication is to be raised. You cannot proceed further with this form without selecting a contract. Based on the contract selected, some of the information may get auto-filled in the form.
B3. To Contractor
To select the Contractor for sending them Supervisor's communication.
B4. User Ref
To enter details for user reference. This is an optional field.
B5. Communication Type
To select a communication type for this Supervisor's communication. Available options include different clauses applicable to the selected contract based on which communication can be initiated.
B6. Subject
Enter a subject line for this Supervisor's communication.
B7. Reason for communication
To select a reason for this Supervisor's communication. Available options are - For Information / For Comment / For Action.
B8. Section
To select the section applicable in the contract for this Supervisor's communication. Click here for detailed help on contract sections.
B9. Details of communication
To enter details for this Supervisor's communication.
B10. The date by which the Contractor is to respond to this notification is (within ___ days)
Displays the date by which contractor has to respond to this Supervisor's communication.
Entering Distribution List
B11 Add New Recipient
To add new recipients in form distribution list, you need to click on 'Add New Recipient' option available at bottom left of this form section. It will open a layered screen with options to enter details regarding distribution for each recipient added to the form.
B11.1 Recipient User
To select users for form distribution.
B11.2 Form Actions
To select form tasks that needs to be distributed to the selected recipient user.
B11.3 Action Due
To select due date for selected form actions based on the selected recipient user.
Note - While distributing 'For Information' form action, it is not mandatory to select a due date; however, it would be required if distributing other types of form task.
This distribution list may get auto populated based on pre-defined distribution groups if already created for the section selected for this form.
Note: You may add recipients to the distribution of this form by using the 'Add New Recipient' option. Recipients that you add here will be remembered by the form even when saving a draft. Alternately, you may also use the Ad-Hoc distribution module above to add other recipients. However, if you use the Ad-Hoc distribution module when assigning a 'Review Draft' action, that action will not be remembered by the form after the recipient reviews it.
Entering Reference Document Details
B12 Click here to add Reference Document details
To add new reference document details, you need to click on 'Click here to add Reference Document details' option available at bottom left of this form section. It will add a new row wherein you can fill details regarding description of reference document and include hyperlink for the same.
To attach external files as reference documents, click here for detailed help on how to attach files while creating a form.
To associate existing files on the projects accessible to you on Asite, click here for detailed help on how to associate files while creating a form.
B12.1 Description
To enter a description of the reference document that you are adding.
B12.2 Hyperlink
To enter a hyperlink for the corresponding reference document description.
C. Submit Details for '15 Supervisors Communication' / Save Details as Draft
Once you have entered the required details, click 'Send' button to save / submit the details. This will send a 'Respond' task to the Contractor. Also, the form will be distributed separately as per the distribution list entered while creating the form if any.
In case you plan to edit and submit later, use the 'Save Draft' button to save the details as a draft. In such a scenario, you have an option to get the draft message reviewed by some other user by assigning them 'Review Draft' task. Users who are added as 'Draft Only' members in the contract management team will only be able to save the form details as a draft and cannot 'Send' the form.
Click 'Cancel' if you want to entirely cancel the form under creation. Clicking on 'Cancel' will prompt the user to confirm once again as any unsaved data in the form under creation will be lost forever once it is cancelled.
D. Edit Draft of '15 Supervisors Communication'
Click here for detailed help on how to edit an existing form draft.
E. View Existing '15 Supervisors Communication'
To open an existing '15 Supervisors Communication' form for viewing, click on the form title from relevant listing area. The form will open in view mode as shown below.
Click here for detailed help on Form Viewer Options.
Click on the contract number to view related contract details. Similarly, click on any of the form id's with hyperlink to open related form as applicable.
F. Respond on Existing Supervisors Communication
It can be responded to by user in Contractor role who has been specifically selected by Supervisor while raising the Supervisors Communication.
To respond on a Supervisors Communication, go to 'Project Forms' or 'Contracts' area as applicable.
Expand the 'D. Communications' group and select '15 Supervisors Communication' type.
From the forms listing, go to the required Supervisors Communication and click on 'Respond' task assigned to you.
Alternately, follow the steps to view existing '15 Supervisors Communication' form then select 'Reply' or 'Reply All' from the 'Task' menu.
Below is a description of the available fields:
F1. Response
Enter your response as a contractor.
Entering Reference Document Details
F2 Click here to add Reference Document Details
To add new reference document details, you need to click on 'Click here to add Reference Document Details' option available at bottom left of this form section. It will add a new row wherein you can fill details regarding description of reference document and include hyperlink for the same.
To attach external files as reference documents, click here for detailed help on how to attach files while creating a form.
To associate existing files on the projects accessible to you on Asite, click here for detailed help on how to associate files while creating a form.
F2.1 Description
To enter a description of the reference document that you are adding.
F2.2 Hyperlink
To enter a hyperlink for the corresponding reference document description.
Once you have entered the required details, click 'Send' button to save / submit the response details.
Click 'Cancel' if you want to entirely cancel the response under creation. Clicking on 'Cancel' will prompt the user to confirm once again as any unsaved data in the form response under creation will be lost forever once it is cancelled.
Next Article: Contractors Request for Information