Receive Document Transmittal Approvals and Comments

Explanation

This activity is used to manually handle comment files and to change the status of the document transmittal on receiving the document transmittal approvals and comments. You can replace a comment file which is already added to a document until the date in the Latest Comment Date field has passed.

Prerequisites

• The document transmittal must be in Acknowledgement Received status.
• The current date should be earlier than the date in the Expected Latest Comment Date field.

System Effects

As a result of this activity, the document transmittal receives the Comments Received or Closed status.

Window

Transmittal

Related Window Descriptions

Transmittal

Procedure

1. Open the Transmittal window.
2. Query for the document transmittal.
3. Click on the Documents tab.
4. Select the row with the document, right-click and then click Comment File and click Add.
5. Select the comment file from your machine and double-click on it. The document transmittal status will be set to Comments Received.

Note: A comment file can be added in the Transmittal Document Revisions window and the Transmittal/Documents tab. You can view the file from these two windows as well as from the Document Revision/File Ref tab and Document Revision/Transmittal tab. Once added this file can be sent by mail from the Document Revision/Transmittal tab, Transmittal/Documents tab, Transmittal Document Revisions window.