Respond to a Document
When there are 10 or more items to select from a list, the 'Filter by' box will display. 'How to use Filter By'
Navigation - from Login Menu
Click My Action Items on the main menu.
Click
next to document in list, click Select.
Note:
The Project's Home Page will display documents list with the
next to document.
Go to step 3 of PROJECT HOME MENU below.
Navigation - from Project Home Menu
Click My Action Items on the main menu.
Click
next to document in list.
Click Respond. Note: The respond to document window will open.
The
following document details are displayed:
- File
Name
- Author
- Date
Added
- Description
Select
Response from
the .
If
'For Approval',
enter your BPIMS
Password in the .
Enter
Comment in
. Note:
Comment
will be displayed when hover cursor over 'Actions Required' in Properties
window under the 'Actions' tab.
To
attach a related document, click .
Click
to select document from your PC.
Enter
a File Name
in the that will mean something to the project. Do
not use dates (e.g.
ltr subconsultant
referral).
Select
Author from
the
OR
under Other
enter another name in
that does not appear in the list in.
Enter
Description
of the document in the .
Select
1st Keyword
from the .
If
applicable select 2nd Keyword
from the .
Select
3rd/multiple Keywords
from the . Note:
To select multiple keywords, hold the 'ctrl' key & click keywords.
Click Respond or click Cancel to close window.
Navigation Buttons & Screen Items