top of page

5. Correspondence, Projects, Team sections

Updated: Jul 11

Correspondence

The correspondence panel displays all UniPhi generated interactions that have taken place involving the resource contact that you are reviewing. This correspondence includes documents, issues, comments, and emails. It’s important to note that all communications are displayed here, regardless of their status (e.g. issues are displayed even if they are closed or awaiting review). Items from closed projects are also displayed.


The benefit to using the Correspondence module to locate this information is that it brings all of the information into one place and eliminates the need to open multiple browser tabs to locate a specific item.




Projects

The information displayed in this view is a useful way to observe which projects a contact resource has been assigned to, and the role that they are performing within those projects.




Team

Clicking on the project link within a contacts project list (or selecting a project from the projects dropdown while in the Resources tab) will take you to the Team resource details tab for that particular project. This view provides a useful stakeholder list, as it displays each resource by name, as well as the organisation and site that they belong to, and the role, or roles that they have been assigned.





コメント


bottom of page