We currently have the ability to add custom attributes to General Correspondence and RFIs, but we only have the 'Classification' option for Transmittals. I know we can add attributes to the documents themselves, but we also need to capture more information on the actual Transmittal. For example it would be good to be able to capture the project milestone, discipline, location, etc on the Transmittal itself.
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Practical use of functionality?
Adding custom fields to transmittals would make it easier to find transmittals and create more flexibility in their use. It would also allow users to filter or search for that data in the search bar. |
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What is the impact of not doing this?
Time spent finding documents |
Throwing extra ideas to help enhance this request, which was pinned
Many users do not acces the Documents folders, their main activities happen under PWDM, they will search for documents within PWDM, As such we will ned to have a search results that coud be as flexible as PWE or the IRS table.
Example They will search for all documents that belong to a Pupose with specific distribution list or a specific main reviewer. and from their fite rthe list to see only one document and futher filter to see nly the current version.
Or
They may wanted to know the latest documents being Approuve and/or Approuve with Comments and from that list of results , filter documents to find the one that is assign to a specific discipline or project Location ( floor in case of a building as an example)
PWDM become a document registry to search for documents.
If this could be add to the scope of this request, Allow the reviewer of a transmit document to update form propertie. ( example when create a submittal issue)
Issue are being flag, but often are not associate to the correct discipine or the level of urgency need to be adjust etc...
Typically an issue is create, sent to be fix. discusison on how to fix the issue happens between the sender and the receiver, upon agreement the defiition of the issue can change an need to be update by the reviewer.
This Idea is promoted to feature and planned for a release soon.