Notify Stakeholders
Use Case
With a new issue for additional steelwork created and approved, the superintendent emails a change notification to the owner indicating he is aware of the request for additional scope and is putting together a price estimate.
The superintendent also asks his field engineer to send an RFI to the owner’s rep to get more information about the design and scope for the new work.
From within InEight Change you can send emails or forms to correspond with issue stakeholders.
Create Document Mail from InEight Change
The following steps walk you through sending an Document mail to stakeholders directly from the issue record in InEight Change. By generating your email within InEight Change, the system will keep an audit trail of all correspondence, which you can review from the issue’s Supporting Documents tab.
Step 1
From the issue record, select Actions > Create document > Mail.
The system will have to log in to InEight Document.
Step 2
Select a Mail type, then click Next to add supporting documents or click Create to create the email.
Step 3
Fill out the mail, then click Send.
Note that you can Send for review or Send and close out the email.
Step 4
A preview of the email appears. Select Save changes to save a link to this documentation.
Step 5
You can review the email correspondence by accessing the direct link from the Supporting Documents tab.
Create Document Forms from InEight Change
You can send out other correspondence, such as RFIs and other forms, directly from your issue. When you save the form, a link to it will automatically be stored on the issue’s Supporting Documents tab. The steps below walk you through the process.
Step 1
From the issue record, select Actions > Create document > Form.
The system will have you log in to InEight Document.
Step 2
Select a Form type, then click OK.
Step 3
Fill out the form.
Complete action if needed (depending on the form’s workflow).
Step 4
Click Save to add it as a Supporting Document to your issue.
Step 5
You can review the form via direct link from the Supporting Documents tab.
Access the following link to learn more:
To learn about creating emails and forms from an issue, start at the 1:57 mark.