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9977 N 90th Street, Suite 250 Scottsdale, AZ 85258 | 1-800-637-7496
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When running any of the reports below, the visibility of Company vs Personal transmittals is subject to the security settings of the user running the report.
Report No. |
Title |
Description |
---|---|---|
001 |
Details - By Transmittal No. |
This is a simple register of Transmittals and associated documents . |
005 |
Details - By Recipient (Contact) |
This is as per Report 001 but sorted by Recipient. |
010 |
Transmitted - by Document (Not Downloaded only) |
Lists recipients of transmittals who have not downloaded the files associated with that transmittal. |
015 |
Transmitted - by Recipient (Not Downloaded only) |
This report lists by recipient, documents received by transmittal, but not downloaded. |
020 |
Pending - by Document |
Lists pending transmittals by Document, where recipients have received previous revisions of the document by Transmittal, but not the latest revision. |
025 |
Pending - by Recipient (Contact) |
For each Recipient lists pending Transmittals containing documents which they haven’t received the latest revision of. |
030 |
Pending - by Company |
For each Company, lists pending Transmittals containing documents where at least one user has received a previous but not the latest revision. |
035 |
Recipient Document Register - by Document |
Lists the recipients who have received access to each document (by transmittal only. The report shows the current revision and status of the document and the last revision and status sent to each recipient (which if different would be a pending transmittal). |
040 |
Recipient Document Register - by Recipient (Contact) |
This report effectively details for each recipient the documents they are on the distribution for (based on distribution by transmittal only) – i.e. the documents which recipients have been issued by transmittal. The report shows the current revision and status of each document and the last revision and status sent to each recipient (which if different would be a pending transmittal). |
045 |
Recipient Document Register - by Company |
This report is as per Report 040 but is generated for each company, regardless of which user in a company has been issued the documents by transmittal. If document was transmitted to several users in the same company, it will only be listed once for the company on this report. |
050 |
Document Distribution Matrix |
This is a cross tabulation report with documents on the Y axis (grouped by Discipline) and companies on the X axis and is used to detail which companies have access via transmittal to which documents. Access is indicated by showing the last revision sent against the document under each company that has access to the document. |
060 |
Transmittal Review Report – Summary |
This is a summary report displaying transmittals from the Drafts register for which the review is either pending or in progress. It shows the previous and current reviewer only. |
065 |
Transmittal Review Report – Details |
This report is as per report 060 but shows details regarding all reviewers (when there is more than one) of each Transmittal. |
100 |
Inbox – Summary |
A simple register of Incoming Transmittals without details of the documents on the transmittals. |
105 |
Sent Items - Summary |
A simple register of Sent Transmittals without details of the documents on the transmittals. Note that cancelled transmittals are excluded from this report by default. |
110 |
Inbox – Details |
A simple register of Incoming Transmittals with details of the documents on the transmittals. |
120 |
Linked Transmittal Inbox Response Summary – By Transmittal |
Lists incoming transmittals and the reference number of any outgoing transmittals manually linked as a response |
125 |
Linked – Items |
Lists and provides associated details for all outgoing transmittals that have links. |
Additional Information
9977 N 90th Street, Suite 250 Scottsdale, AZ 85258 | 1-800-637-7496
© 2024 InEight, Inc. All Rights Reserved | Privacy Statement | Terms of Service | Cookie Policy | Do not sell/share my information