The Contract Management section of the User Guide contains the following topics:
Back Charge | Change Orders / Variations | Delay Notice
Extension of Time (EOT) Notice | Non-Conformance | Project Instruction| Submittals
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Create a Project Instruction notice
To create a Project Instruction notice, follow the steps below.
Navigate to your Management module and click on the Project Instruction notice tool to access the Project Instruction register.
Click the “CREATE” button to start completing your notice information.
First, type into the “To” field to search for the contact you would like to address the Project Instruction notice to.
You can then type into the “Cc” field to include any other related contacts in the notice and all related correspondence (e.g. project team members).
If the contact you are searching for isn’t in your address book, click the “ADD NEW CONTACT” button to add them.
Note: You can search for anyone in your address book by contact name, email address or company name. Contacts do not require a WeBuild account to view, download or respond to your notice.
Add the title and description of the Project Instruction notice.
Click the small floating paperclip button to reveal the attachment options for your notice.
After adding all related information to your notice, click the “DONE” button on the top right-hand side of your screen to reveal the below options:
After sending a Project Instruction notice, each contact receives an email notification.
Recipients can click the “Download Notice” button to download the Project Instruction notice pdf and any related attachments or click “View Details” button to view the Project Instruction notice and related files via the interface.
A record of the Project Instruction notice is added to your project’s Project Instruction notice register with all related information, including a date/time stamp for download activity.
Example: Project Instruction notice pdf file
All recipients can ask any questions by replying directly to the email notification. The sender and all other recipients will receive the related updates via email.
Project Instruction notice senders and recipients can also send messages via the notice’s “COMMENTS” tab when viewing the notice online.
All replies to Project Instruction notice emails and messages will also be logged in the “COMMENTS” tab of the Project Instruction notice in the interface.
Note: Recipients that are not a part of your organisation will only be able to view and access the notices that relate to them.
Edit a Project Instruction notice
To edit a Project Instruction notice, follow the steps below.
Navigate to your Management module and click on the Project Instruction notice tool to access the Project Instruction register.
Click the overflow button on the right-hand side of a notice block and select “Edit” from the menu.
Add or remove contacts into the “To” field or Cc fields to adjust the recipients of the Project Instruction notice.
If the contact you are searching for isn’t in your address book, click the “ADD NEW CONTACT” button to add them.
Note: You can search for anyone in your address book by contact name, email address or company name. Contacts do not require a WeBuild account to view, download or respond to your notice.
Edit the title and description of the Project Instruction notice.
Click the small floating paperclip button to reveal the attachment options for your notice.
To remove an attachment, scroll down to the bottom of the notice and click the “trash” icon, located on the bottom-right of each attachment.
After adding all related information to your notice, click the “DONE” button on the top right-hand side of your screen to reveal the below options:
After sending a Project Instruction notice, each contact receives an email notification like the one in the example below.
Recipients can click the “Download Notice” button to download the Project Instruction notice pdf and any related attachments or click “View Details” button to view the Project Instruction notice and related files via the interface.
The existing record of the Project Instruction notice is updated in your project’s Project Instruction notice register with all related information, including a date/time stamp for download activity.
Example: Project Instruction notice pdf file
All recipients can ask any questions by replying directly to the email notification. The sender and all other recipients will receive the related updates via email.
Project Instruction notice senders and recipients can also send messages via the notice’s “COMMENTS” tab when viewing the notice online.
All replies to Project Instruction notice emails and messages will also be logged in the “COMMENTS” tab of the Project Instruction notice in the interface.
Note: Recipients that are not a part of your organisation will only be able to view and access the notices that relate to them.
Export a Project Instruction notice
To export a Project Instruction notice, follow the steps below.
Navigate to your Management module and click on the Project Instruction notice tool to access the Project Instruction register.
Click the overflow button on the right-hand side of a notice block and select “Export” from the menu.
Example: Project Instruction notice pdf file
Share a Project Instruction notice
To share a Project Instruction notice from your register, follow the steps below.
Navigate to your Management module and click on the Project Instruction notice tool to access the Project Instruction register.
Click the overflow button on the right-hand side of a notice block and select “Share” from the menu.
Note: To select multiple Project Instruction notices to share, hover over the notice and click the checkbox on the left-hand side of the notice title.
Add one or more contacts you would like to share your selected notices with by typing into the search field and selecting them from the list.
If the contact you are searching for isn’t in your address book, click the “ADD NEW CONTACT” button to add them.
Note: You can search for anyone in your address book by contact name, email address, company name or tag. Contacts do not require a WeBuild account to view or download shared notices.
After sharing a Project Instruction notice, each contact receives an email notification like the one in the example below.
Recipients can click the “Download Notice” button to download the Project Instruction notice pdf and any related attachments.
Example: Project Instruction notice pdf file
Remove a Project Instruction notice
To Remove a Project Instruction notice, follow the steps below.
Navigate to your Management module and click on the Project Instruction notice tool to access the Project Instruction register.
Click the overflow button on the right-hand side of a notice block and select “Remove” from the menu.
Click the “OK” button to remove your selected notices.
Note: To select multiple Delay notices, hover over the notice and click the checkbox on the left-hand side of the notice title.
Duplicate Project Instruction notice
To duplicate a Project Instruction notice, follow the steps below.
Navigate to your Management module and click on the Project Instruction notice tool to access the Project Instruction register.
Click the overflow button on the right-hand side of a Delay notice block and select “Duplicate” from the menu.
First, type into the “To” field to search for the contact you would like to address the Project Instruction notice to.
You can then type into the “Cc” field to include any other related contacts in the notice and all related correspondence (e.g. project team members).
If the contact you are searching for isn’t in your address book, click the “ADD NEW CONTACT” button to add them.
Note: You can search for anyone in your address book by contact name, email address or company name. Contacts do not require a WeBuild account to view, download or respond to your notice.
Edit the title and description of the Project Instruction notice.
Click the small floating paperclip button to reveal the attachment options for your notice.
To remove an attachment, scroll down to the bottom of the notice and click the “trash” icon, located on the bottom-right of each attachment.
After adding all related information to your notice, click the “DONE” button on the top-right hand side of your screen to reveal the below options:
After sending a Project Instruction notice, each contact receives an email notification like the one in the example below.
Recipients can click the “Download Notice” button to download the Project Instruction notice pdf and any related attachments or click “View Details” button to view the Project Instruction notice and related files via the interface.
A record of the Project Instruction notice is added to your project’s Project Instruction notice register with all related information, including a date/time stamp for download activity.
Example: Project Instruction notice pdf file
All recipients can ask any questions by replying directly to the email notification. The sender and all other recipients will receive the related updates via email.
Project Instruction notice senders and recipients can also send messages via the notice’s “COMMENTS” tab when viewing the notice online.
All replies to Project Instruction notice emails and messages will also be logged in the “COMMENTS” tab of the Project Instruction notice in the interface.
Note: Recipients that are not a part of your organisation will only be able to view and access the notices that relate to them.
Export a Project Instruction register report
Navigate to your Management module and click on the Project Instruction notice tool to access the Project Instruction register.
Select the Project Instruction notices you would like to include in your Summary Report by hovering over each notice and clicking the checkbox on the left-hand of each notice title.
Click on the “SUMMARY” button on the bottom floating toolbar to export a report of your Project Instruction notices register.
Example: Delay register report pdf file
