Contract Action page
This page shows the details of a contract management workflow action taken on a contract.
Action is the type of action performed. Types of contract actions include Received, Forwarded, Response, Review Response, Pending Review Response, Sent, Closed, Sent and Closed, and Reopened.
Contract Action
The following list contains all available fields for all of the types of contract actions. Each contract action contains a different subset of these fields.
Subject
The subject of the contract.
To
The recipient of the current contract action. Click the link to open the Contact Information dialog box.
CC
Any other contacts included in the contract action.
From
The contact who assigned the contract action.
Contract ID
The ID number of the contract.
Sender ID
The ID the sender gave to the contract.
Purpose
The purpose of the contract.
Transmittal ID
The ID number of the contract's corresponding transmittal.
Date Received
The date the contract was received.
Via
The method used to transfer the contract.
Due
When a response to the contract is due.
Reopened by
The contact who reopened the contract. This field only applies to closed contracts that have been reopened.
Date Reopened
The date the contract was reopened. This field only applies to closed contracts that have been reopened.
Remarks tab
This tab contains any remarks entered for the item. An asterisk (*) indicates that remarks are included with the item.
Files tab
This tab lists any electronic files included with the item. An asterisk (*) indicates that files are included with the item.
Download All Contents
Select to download all of the transferred files at once. You have the option of opening the files or saving them.
Download Selected Contents
Mark the checkboxes of the folders or files you want to download, then select this button to download them. You have the option of opening the files or saving them.
Configure Cloud Delivery
Opens the Configure Cloud Delivery dialog box and allows you to configure Info Exchange to download file transfers to your cloud storage account. For more information, please see the Cloud Delivery overview.
Name
The name of the file.
Type
The file type.
Size
The size of the file.
Date Modified
The date the file was last modified.
Files that appear on the Files tab also appear as a transfer on the Related Items tab.
Contents tab
This tab lists the contents of the action.
Quantity
The quantity of the item included with the action.
Date
The date the item was received.
Number
The item number.
Description
The item description.
Action
Any action taken for the item.
Remarks
Any remarks entered about the item.
Email Log tab
This tab lists all email messages associated with the item.
Importance
The icon indicates the email message is marked as important.
Attachments
The icon indicates the email message contains an attachment.
Subject
The original subject line of the email. Select the subject of an email message to view it in the Email Preview page.
Message
Displays the first part of the email message.
From
Displays the original sender of the email.
To
Displays the recipient list for the email.
Date
Displays the original sent date for the email.
Size
Displays the file size of the email.
Preview Email Messages
Mark this checkbox to display a portion of the email messages below their subjects.
Page Tools
The following tools are available in the Contract Action page toolbar.
Contract: <Contract name>
Click to return to the Contract page.
This option is only available to Project Center (internal) users.
Contracts
Click to return to the My Contract Actions log.
Internal users are returned to the Contracts log.
Send Response
Click to open the Send Contract Response page to send a response to a bulletin.
Markup and Respond
Click to open the Newforma Web Viewer to view the attached files, mark up with any comments and send the response.
View Form
Click to open a printable version of this page.
To access this page
Click a contract action from the My Contract Actions log, or an action from the Workflow tab of a Contract page.
If contracts are not available to you, see Make a Project Center Project and Its Activity Centers Available on Info Exchange.
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