View communications

AVEVA Contract Risk Management provides users with the functionality to capture data and communicate with the contractor in real time (using the contractor portal). To allow this, each contract has an individual communication register which provides an up to date record and audited log of all communications. The communication register is displayed on the Contract Details page and as a tab on the project/dept page.

Any user with a contract role for the contract can view its communications as follows:

To view a list of the contract communications:

1. Navigate to the home page of the contract you want to work on.

2. If necessary, click the Communications tab.

   The communications are displayed.

You can filter communications displayed on the communication register using the following options:

• You can use quick filters to filter the communications displayed, and views to apply a personal or standard view. See Modify the display of the Communication Register below for more information.

• Click the header of any column in the grid to sort the contents in ascending/descending order.

• Click the icon to clear any filters or sorting applied to the list of communications.

• Click Create a Communication to create a new contract communication. See Create a communication for more information.

• Click the icon to export the list of contract communications to a Microsoft Excel document.

Modify the display of the communication register

Throughout the duration of a contract, there can be many hundreds of communications between company and contractor. Using the filter and views functionality available on the communication register, users can filter the communications that are displayed, search for specific communications and create complex views for reporting purposes.

Warning Your selected views and filters are applied to the communication register for every contract to which you have access. This may cause communications to be hidden in a contract where you expect to see them. Cancel the filter or apply a different filter or view as necessary.

Set a quick filter

3. On the communication register click the icon.

   The Filters windows is displayed.

4. The Quick Filters allow you to filter by:

   • Originated From date

   • Communication Template

   • Communication State

   • To

   • From

   You can also select whether to show all revisions of communications.

   To filter by specific search text:

   1. Select Title, Reference or Description from the Search drop-down list, as the field values you want to search on.

   2. Enter the search text in the Contains text box.

5. When you have selected the required options click Apply.

   The register is updated to display only communications that match the filter. The filter icon now shows in green:

To apply a different filter, click the icon again. To clear your filtering, click the icon.

Apply a personal and standard view

To apply an existing view, click the Current View button and select the required view from the menu.

To create a new personal or standard view, click the Current View button and select Create a View from the menu.

You can modify the information displayed in the communication register by applying filters and clauses. See Personal and standard views.

Note In addition to all standard communication fields, you can display and filter on communication custom fields, tag groups and tags by applying a view to the communication register.