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Deliverables Management

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Configurable naming / numbering convention aligned to ISO 19650

Transmittal, Issue, RFI, RFA, etc forms should have configurable naming containers which are aligned to Project / Company as well as ISO naming conventions and containers (Project-Originator-Location-Level-Doc Type-Author-number) eg 7001-BBH-ZZ-ZZ...
about 1 year ago in Deliverables Management 0 Future consideration

Show custom attributes in views

Problem: hello, in the custom attributes that we can setup on the transmittal, RFI and general correspondence we have created items that need to be tracked and logged within the system. But the only way to review the fields is either by exporting ...
over 2 years ago in Deliverables Management 1 Will not implement

Show response into document attribute and other info

The system can push a document response to an attribute. Request is to have the possibility to manually push the response rather than wait for the system. Also we would like to push other info like the transmission number so we could search from w...
9 months ago in Deliverables Management 1 Needs review

Project JV

We face a situation where the confidentiality of the communications is a key factor to setup a project. As such we end up with having to setup three projects to have three distinct DM transmittal distribution center. Request is to allow to setup m...
over 1 year ago in Deliverables Management 2 Future consideration

general Correspondence comment

When we add a comment under the general tab The format of the paragraph is not maintain Which lead to a single paragraph, that looks like a long sentence. really hard to read Request is to have the paragraph return to be supported
about 1 year ago in Deliverables Management 1 Will not implement

Recalling a responded/closed transmittal must require confirmation first from the recipient before it proceed

It is understandable that there may be cases wherein responded/closed Transmittal might still need to be recalled, but said recall must be agreed first by both the sender and the recipient. This can be done by adding the process wherein the recipi...
over 1 year ago in Deliverables Management 3 Future consideration

DM Review Markup "ISSUE" Tool not exporting as a comment

The current "Note" tool in the Deliverables Management Review does not allow users to attach a comment to the note (see screenshot 1), only presenting the option to create an "Issue". The problem with the "Issue" function is that when the response...
over 1 year ago in Deliverables Management 1 Will not implement

External Organization

We invite external participants so they can have their own PWDM. Once a transmission is sent ( for information), the externals would need to add comments directly on the native PDF. Being external they do not have a direct access to the pdf. Reque...
5 months ago in Deliverables Management 1 Needs review

Approval Status to be shown on main page

is it possible to see the approval status of the documents like A, B, C, or D status, instead of seeing only "Acknowledged" and "Responded" on the landing page of the syatem.
over 1 year ago in Deliverables Management 0 Future consideration

Search

A certain drawing cannot be searched as it is issued through drawing submittal sheet. Unable to search using document reference number unless it is mentioned on the subject of the submission.
over 1 year ago in Deliverables Management 1 Will not implement