Record Reviewer Response for Proposal Request dialog box

4 minutes
10 months ago
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Record Reviewer Response for Proposal Request dialog box

Use this dialog box to record a reviewer’s response to a proposal request.

To

Click to open the Choose Project Team Members dialog box to select the contacts who the reviewer sent a response to. You can also type email addresses directly in this field.

CC

Click to open the Choose Project Team Members dialog box to select who the reviewer CC’d the response to. You can also type email addresses directly in this field.

Contacts in the CC field will receive a link to download the files, but will not be sent reminders.

From

Click to open the Choose a Project Team Member dialog box to select the name of the proposal request reviewer. A contact who was forwarded this proposal request and has not responded yet is filled in by default.

Subject

Project Center enters the subject of the original proposal request. You can edit it.

Action

Select the action taken on this proposal request.

Date

Enter the date the response was received.

Received Via

Select the method in which the reviewer sent the response from the drop-down list.

Transmittal ID

Enter an ID number for the transmittal being created for the proposal request response, or use the default.

Proposal Request ID

The architect ID number for the proposal request.

Response tab

Use the Response section of this tab to enter the response to the proposal request. The Summary section contains a summary of the proposal request.

 

Refer to the Forward Proposal Request for Review dialog box for a description of the tabs.

Keywords

Click to open the Choose Keywords dialog box to apply keywordsIn Project Center, keywords are words you can add to items to use for filtering. When you add keywords, they appear in the Keywords column of the corresponding Project Center activity centers. You can then filter the list of items using the keywords to quickly find the items you are looking for. to the proposal request.

Click to spell check the fields in this dialog box. If any mistakes are found, the Spelling Check dialog box opens with spelling suggestions.

Next Action

Mark this checkbox to choose whether to forward the proposal request to another contact, close the proposal request, respond to the sender, or just send an email message to notify the contact who forwarded the proposal request.

 

Record Response

Click to record the reviewer’s response to the proposal request. The following events occur:

  • The original proposal request remains in the Under Review category of the Proposal Requests activity center.

  • The action taken here is added to the proposal request’s Change Log tab.

  • A corresponding transmittal is filed in the All Received log of the Project Transmittals activity center.

  • A notification is sent to the person who forwarded the proposal request indicating a response was recorded.

If you selected Forward for Review, and the proposal request has files in the Associated Files tab, the Select Files to Forward for Review dialog box opens, which enables you to choose whether to transfer the files, and how to transfer them.

 

To access this dialog box

Select a proposal request, then click Record Reviewer Response from the Tasks panel of the Proposal Requests activity center.

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