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 contract. An asterisk (*) indicates that remarks are included with the contract.

 

Files tab

This tab lists any electronic files included with the contract. An asterisk (*) indicates that files are included with the contract.

Download All Contents

Click to download all of the transferred files at once. You will 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 click this button to download them. You will 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 contract action.

Quantity

The quantity of the item included with the contract 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 contract.

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. Click 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.