Navigating resource contact information via the Resources module is quite straight forward. Filters exist to help narrow down the resource list you are viewing. The View filter allows you to look at the list of either Contacts, Organisations, or sites. The Filter drop down (next to View) allows you to view internal, external, or all resources.
Clicking onto a resource will take you to the detail screen for that person. Here you will find more of the specific information about the person, and the company (or companies) that they belong to. It is possible to have one contact linked to numerous organisations and sites. Where a contact is linked to more than one organisation, you will need to specify their “Primary Site”.
Comments
The comments panel is designed to capture informal information that relates to a particular contact. The comments that are captured here should be those that don’t require any further activity or follow up, but may be relevant to refer to in subsequent conversations or discussion.
Note: if your conversation does require further action or follow up, you would create an issue and assign tasks and due dates
Over time your conversation thread may grow in size. If you need to locate a comment that has been made by a specific person, you can select that person from the dropdown box. This will then display only those comments made by the person selected.
The Sub navigation menu for a contact provides access to the following views:
Dashboards – the resource pool
Contact – edit and update contact details
Rate History – for internal resources, review their charge and cost rate history
Authorised Roles – for internal resources, review the roles they are authorised to be assigned to
Projects – review the list projects and roles the contact is assigned to (see below)
Correspondence – review any correspondence with this contact (see below)
Projects
The information displayed in this view is a useful way to observe which projects a contact resource has been assigned to, and the role that they are performing within those projects.
For more information on how contacts can be assigned and updated to projects, see the internal users section in the next article for details.
Correspondence
The correspondence panel displays all UniPhi generated interactions that have taken place involving the resource contact that you have selected. This correspondence includes documents, issues, comments, and emails. It’s important to note that all communications are displayed here, regardless of their status (e.g. issues are displayed even if they are closed or awaiting review). Items from closed projects are also displayed.
The benefit to using the Correspondence module to locate information is that it brings all of the information into one place, and eliminates the need to open multiple browser tabs to locate a specific item.
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