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Return transmittal from an input transmittal

Return transmittal from an input transmittal

 
Message from: July 2021

A new function "Return Transmittal" has been developed in the ToDo, which automatically generates a new transmittal when the ToDo is completed.

 

 

 

The return means of transport generated from the incoming means of transport after completion of the ToDo contains the documents of the incoming means of transport, whereby the sender and recipient are swapped. Further processing of the new transmittal takes place as usual. Further documents (redlining / comment reports, test certificates, etc.) can be added to the transmittal via the DMS document status dialogue.
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Keywords: Project handling | Transmittal | Document management | Document controlling | Third-party claims
Create Transmittal from PLM e-mail with DMS documents

Create Transmittal from PLM e-mail with DMS documents

Message from: April 2021

Most documents for verification are sent by email or post. These can now be directly integrated into the Transmittal process.

 

Emails can be checked directly into the Office via the Planet Outlook plugin. From the email or mail environment of the PLM Office, the documents can be transferred directly to DMS via DCI or assigned to a transmittal. In the Office Manager, the Transmittal tree is called up via the Transmittal No.. *.zip files are transferred directly to DMS and unpacked there.
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Keywords: Document management | Document controlling | Transmittal
DMS Export Extension

DMS Export Extension

Message from: March 2021

The existing quick selection for exporting files from DMS has been extended by a function with which additional documents can be transferred beyond the revision.

These additional documents can be, for example, PDF original, redlining (RL), comment (CM) and testate (T). This additional functionality appears in a dialogue that can also be used for transmittal creation, i.e. both input and return transmittal. The transfer of the additional documents can also be made to an existing Transmittal or to a new ToDo to be created.
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Keywords: export | Dokument | Transmittal | Document controlling | Mail
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Transmittal input

Transmittal input

Message from: February 2021

Upon receipt of documents to be processed, a transmittal is generated with sender, recipient, transfer report, etc. This transmittal takes over control in PLM. This transmittal takes over the control in PLM.

After receiving the files to be processed, they are checked into DMS via DCI and linked to the transmittal. The audit documents are subject to the normal audit run for an external audit. When the review run is complete and all documents are certified, a new transmittal is generated for dispatch, with the sender and recipient now swapped. The advantage is that all incoming documents remain as a group and can be called up as a group in DMS.
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Keywords: Dokument | Transmittal | Mail | Document organisation
Optimised display of PLM Office deadlines

Optimised display of PLM Office deadlines

 
Meldung vom: Apr 2020

In PLM Office, deadlines for completion can be assigned to the various objects such as ToDos, tasks, emails, appointments, transmittal, FAX, letters, protocols etc.

The Office overview page has now also been optimised in terms of deadline management and presentation. With the help of a structure tree, the deadlines can be sorted by origin, the deadline tracking is displayed visually on a time axis and has filter functions. If required, a PDF list with deadlines can be stored as a report either in PLM FAD or DMS.

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Keywords: protocol | To do | Structure tree | Deadlines | Deadline management | Tracking deadlines | Transmittal | Deadline guard | Mail | meeting | FAX | letter
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