As a Project Administrator you can create a Distribution Rule or List applicable to everyone on the Project. These are created when documents require either the Action of, or to be Info'd to a specified specific user each time they are used. Users have the ability to createdistribution rules / lists however these are only applicable to that user.
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For how to use distribution rules click here. |
Bypassing the Who Talks To Whom Matrix Using a Distribution Rule
In certain circumstances it is necessary to by-pass the who talks to whom matrix. For instance, you may need a particular subcontractor to communicate directly with a consultant.
To achieve this, Distribution Rules can be created which by-pass the security configuration set for the project. A Project Administrator must create this rule.
To do this follow the steps listed above to create one distribution rule for the "Subcontractor" and one distribution rule for the "Consultant". e.g.
Name | Choose a name for the rule e.g. SUB12CON1. |
Title | Type full name e.g. Subcontractor1 to Consultant1 |
Type | You must choose Rule |
Applicability | Choose the company that this rule is for i.e.: Subcontactor1 or Consultant1 |
Doc Type | Choose the document type this rule applies to or leave ALL |
Scope | Choose when it applies i.e. creation & replies |
Addressing | In the TO List Enter the Company Code (for the company you need to communicate with) dash star (to include all users in that company) i.e. CONS1-* |
Once this process is complete the nominated Subcontractor and Consultant will be able to communicate directly with each other.
History Log for Distribution Rules / Lists / Workflows
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