Edit a Project Instruction notice

To edit a Project Instruction notice, follow the steps below.

Step 1:  Go to the Project Instruction register

Navigate to your Management module and click on the Project Instruction notice tool to access the Project Instruction register.

 

Step 2:  Click the overflow button

Click the overflow button on the right-hand side of a notice block and select "Edit" from the menu.

 

Step 3:  Add or remove recipients

Add or remove contacts into the "To" field or Cc fields to adjust the recipients of the Project Instruction notice.

If the contact you are searching for isn't in your address book, click the "ADD NEW CONTACT" button to add them.

Note: you can search for anyone in your address book by contact name, email address, company name or tag. Contacts do not require a Webuild account to view, download or respond to your notice.

Step 4:  Edit notice information

Edit the title and description of the Project Instruction notice.

Step 5:  Add/remove markups or other attachments (optional)

Click the small floating paperclip button to reveal the attachment options for your notice.

1. Attach a plan/file from your document register to your notice
2. Markup a plan from your document register and attach it to your notice
3. Attach any form notice from your Management module to your notice
4. Attach a photo or file from your device to your notice

To remove an attachment, scroll down to the bottom of the notice and click the "trash" icon, located on the bottom-right of each attachment.

 

Step 6:  Send, Save or Save as draft

After adding all related information to your notice, click the "DONE" button on the top right-hand side of your screen to reveal the below options:

1. Send (email notifications are sent to recipients)
2. Save (email notifications are not sent to recipients, but notice is logged)
3. Save as draft (come back to your notice later)

 

Step 7:  Notifications (if sent)

After sending a Project Instruction notice, each contact receives an email notification like the one in the example below.

Recipients can click the "Download Notice" button to download the Project Instruction notice pdf and any related attachments or click "View Details" button to view the Project Instruction notice and related files via the interface.

The existing record of the Project Instruction notice is updated in your project's Project Instruction notice register with all related information, including a date/time stamp for download activity.

Example: Project Instruction notice email notification

Example: Project Instruction notice pdf file

Step 8:  Responses or questions

All recipients can ask any questions by replying directly to the email notification. The sender and all other recipients will receive the related updates via email.

Project Instruction notice senders and recipients can also send messages via the notice's "COMMENTS" tab when viewing the notice online.

All replies to Project Instruction notice emails and messages will also be logged in the "COMMENTS" tab of the Project Instruction notice in the interface.

Note: recipients that are not a part of your organisation will only be able to view and access the notices that relate to them.

 

Example: Project Instruction notice - "NOTICE" tab

 

Example: Project Instruction notice - "RECIPIENTS" tab

 

Example: Project Instruction notice - "COMMENTS" tab

 

Example: Project Instruction notice - adding attachments to "COMMENTS" tab

If you have any questions about Project Instruction notices, shoot us an email at [e-mail] and our customer success team will be in touch.