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Correspondence Overview and Auditability

Correspondence Overview and Auditability

Correspondence Overview

RIB CX provides a default suite of forms as part of the correspondence module. For example, GEN - General Correspondence, RFI - Request for Information and SI - Site Instructions, however, form types can be customised to suit your projects needs.

RIB CX forms are automatically numbered and filed in the Correspondence module by type.

RIB CX forms are not distributed in the conventional sense because they never leave the RIB CX database. People are invited into the conversation via addressing either ‘Action’ or ‘Info’ and are notified on issue or reply to the form.

How Can I Tell Who has Read My Correspondence?

image-20250212-065633.png

Those collaborators who have not viewed your correspondence will be Bold Blue, those that have viewed your correspondence will be Blue.

This is a dynamic setting. For example if a comment or response is made to the form then all collaborators will go back to Bold Blue as they have not viewed the comment / response.

Auditability (Changes)

When you click on Changes

at the bottom of any created form this is what the letters in brackets mean:

  • t means getting notification in the ToDo list

  • e means getting notification in the Email

  • s = SMS

  • F = Fax

  • E = Notification Sent as a Preview Email

  • H = By Hand

  • () this means that the user wasn’t notified

More information on notifications when addressing correspondence is located here 

Forms – Audit Logs - Detailed Update Logs for Document Changes

What will be Recorded?

  • A detailed log entry, explicitly reflecting the nature of modifications is recorded in the history of the form.

  • The system will detect and combine multiple update types in a single log entry.

https://www.loom.com/share/2479bc9302cf434b99988d5f65458036

How Updates Will Appear in the Log

  • Single Update Cases

    • "Updates: Added User(s)" → Users were added to the document.

    • "Updates: Fields Changed" → User fields were modified.

    • "Updates: Status Changed" → The document status was changed.

  • Two-Update Combinations

    • "Updates: Added User(s), Fields Changed" → Users were added, and user fields were modified.

    • "Updates: Added User(s), Status Changed" → Users were added, and the document status was changed.

    • "Updates: Fields Changed, Status Changed" → User fields were modified, and the document status was changed.

  • Three-Update Combination

    • "Updates: Added User(s), Fields Changed, Status Changed" → Users were added, user fields were modified, and the document status was changed in a single update.