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

  1. Click My Action Items on the main menu.

  2. Click next to document in list, click Select.  Note: The Project's Home Page will display documents list with the next to document.

  3. Go to step 3 of PROJECT HOME MENU below.

Navigation - from Project Home Menu

  1. Click My Action Items on the main menu.

  2. Click next to document in list.

  3. Click Respond. Note: The respond to document window will open.

  4. The following document details are displayed:
    -  File Name
    -  Author
    -  Date Added
    -  Description

  5. Select Response from the .

  6. If 'For Approval', enter your BPIMS Password in the  .

  7. Enter Comment in .  Note:  Comment will be displayed when hover cursor over 'Actions Required' in Properties window under the 'Actions' tab.

  8. To attach a related document, click .

  9. Click   to select document from your PC.

  10. Enter a File Name in the that will mean something to the project.  Do not use dates (e.g.  ltr subconsultant referral).

  11. Select Author from the
    OR
    under Other enter another name  in that does not appear in the list in.

  12. Enter Description of the document in the .

  13. Select 1st Keyword from the .

  14. If applicable select 2nd Keyword from the .

  15. Select 3rd/multiple Keywords from the .  Note: To select multiple keywords, hold the 'ctrl' key & click keywords.

  16. Click Respond or click Cancel to close window.

 

Navigation Buttons & Screen Items