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Overview

When you have an existing form in iTWOcx and you wish to create a new one with a permanent link to the original, use the Split function.

Splitting creates a new form of the same type i.e. another Request for Information form (as per the image below), alternatively, you can choose a different form type like a Site Instruction.

Any like fields are automatically copied across.

When you split in iTWOcx:

  • You can create a secure, traceable communication with a third party whom you do not wish to include on the original form.  This allows you to exclude some or all people named on the original form to facilitate side bar discussions.
  • You create a link between the original form and the new item.  
  • Linked documents are displayed at the bottom of the form under the heading LINKED.
  • The link displays the new items reference number, action person, date and title.
  • Linked documents are accessible to anyone addressed on both documents
  • You may change the form type e.g. from a General Correspondence to an RFI.
  • You can include comments written by others on the split document by choosing either “Include” or "Copy".
    • Include - imbeds a live image of the original document in the new form.  This means as the original form is updated so too is the linked form)
    • Copy - imbeds a snapshot of the original document at the time of split and will remain static.

 

Basic Split

1. On the form from you wish to split from, click the ‘Split’ button next to ‘Respond’

                                                                                                                        

 

2. A new version of the original form will display containing the original text.

If required change the form type by choosing from the Type drop-down list. 

N.B  If you choose a new form type, a message will display confirming you want to leave the page.  Click 'Leave this page' to bring up the new form type.


 

3. Address the new form and add in any additional information.

4. If required, choose split mode and security.

 

The 3 options are:

  • Split: The default option, which creates a link between the original and new split documents.
  • Include: This includes a live version of the original document previewed inside the new split document, in addition to a link at the bottom between the 2 forms.
  • Copy: This includes a copy of the original document previewed inside the new split document, in addition to a link at the bottom between the 2 forms.

You can also select the ‘Security’ of the split, choosing from:

  • Secure: The default setting, which will grant access to users or members of the users’ companies that have been addressed on the respective forms.
  • Insecure: This will grant access to the original form to all users or members of the users’ companies that have been addressed on the new split form.
  • Hidden: Does not create any link between the original and new split documents. The split will only be visible when viewing the details of the document history


 


4. Once the split form has been submitted you will see a link to it at the bottom of the original document and there will be a link back to the original document on the split form.

 

 

 

5. Clicking on the link will open the associated document

 

 

 

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