Adding a communication log

Core TSIs : Documents : Working with Documents : Adding a communication log

The Documents TSI is the central place for adding communication logs to business objects. You can add communication logs to a dossier and make them available to Planon ProCenter users authorized to view these documents.

Procedure

1. Go to Communication logs.

Alternatively, on the Components > Dossiers level, select a dossier and then go to Communication logs.

2. On the action panel, click Add.

3. Select a relevant communication log type.

4. Complete the relevant fields in the data section. In the Document reference field or Document (secure) field, browse and select the document you want to add.

5. Use the Start date-time and / or End date-time fields to create a time window during which the document is valid and available.

6. Click Save.

You have now added communication log.

In addition to the Documents TSI, the communication log is also available in any TSI related to its business object. For example: if you add a communication log for assets in Documents , this is also available in the Assets TSI.