emails into UniPhi issues aids with collaboration and provides additional transparency to each issue. The entire project team can see all saved emails, and their file attachments. The Outlook plug-in can be used to either create a new issue, append an existing issue, or create new or append an existing document. (The plug-in download is available here: ) Save an email into UniPhi Issues Once relevant email communication has been received via MS Outlook, select the email and click on the As Issue” button, which is located in the Outlook menu ribbon. “Save This will launch the Save As UniPhi Issue form: It is then very quick and easy to save the email into an issue against the relevant project, either by creating a new issue that needs to be resolved or appending the email to an existing issue. You can include attachments, assign the issue to a specific resource, apply a due date, or use an issue template. Once the email has been saved, you (and your project team) can locate it via the Issues tab. Here you will be able to view the original email and any attachments, add comments / instructions to aid communication and workflows surrounding the issue, and add actions required to close out the issue. Link an issue to a document The UniPhi Documents module can create a document that is linked to an issue so that all communications can be seen in the one screen as per below: Note the attached file in the comments thread and the response document (in this example a Site Inspection Report) in the Related Documents box. To link a document to an issue:
emails into UniPhi issues aids with collaboration and provides additional transparency to each issue. The entire project team can see all saved emails, and their file attachments. The Outlook plug-in can be used to either create a new issue, append an existing issue, or create new or append an existing document. (The plug-in download is available here: ) Save an email into UniPhi Issues Once relevant email communication has been received via MS Outlook, select the email and click on the “Save As Issue” button, which is located in the Outlook menu ribbon. This will launch the Save As UniPhi Issue form: It is then very quick and easy to save the email into an issue against the relevant project, either by creating a new issue that needs to be resolved or appending the email to an existing issue. You can include attachments, assign the issue to a specific resource, apply a due date, or use an issue template. Once the email has been saved, you (and your project team) can locate it via the Issues tab. Here you will be able to view the original email and any attachments, add comments / instructions to aid communication and workflows surrounding the issue, and add actions required to close out the issue. Link an issue to a document The UniPhi Documents module can create a document that is linked to an issue so that all communications can be seen in the one screen as per below: Note the attached file in the comments thread and the response document (in this example a Site Inspection Report) in the Related Documents box. To link a document to an issue: