The Add Communication option is used to add a new communication to the system, when the user clicks this button they will be presented with the following screen.

In order to add a communication to the system, the user needs to fill in all the information on the form.

Entity

This is the entity that the communication is made to, to select a entity the user can use the drop down menu to locate the desired entity, also the user can press the find button to use the Global Entity Search

Comm Type

The Comm Type field is used to selected the communication method that is being used such as telephone, email, etc.

Open Date/Time

The Open Date and Open Time fields are used to set when the communication entry was created, these details are defaulted to when the user clicks the add communication button. The Open Date and Open Time fields can be changed by the user to a different time and date as necessary.

Duration

The Duration is the length of time spent on the communication, this timer will start the moment that the user clicks the add communication button and will run until the user clicks the Add - Comms Entry button. When the communication window is used to edit a communication entry this duration timer will not continue to count.

Status

The Status flag is simply to mark if the communication entry is open, this is used for reporting Purposes.

Follow Up Date/User

The Follow Up Date and User options are for when the entity will need to be followed up about this issue, the date field is when the entity needs to be followed up on and the user field is which user will follow up this entity about this issue.

Narrative Tab

The Narrative tab can be used be the user to enter any notes or a description about the communication entry.

Attached Files Tab

The Attached files tab can be used to attach any PDF files to the communication entry. To attach a file the user can click the Attach eCopy button, this will open a standard file browser window where the user can browse for the desired file. Once a file has been attached, the user can view the file by selecting the file in the list and then clicking the Open eCopy button. The user can also remove an attached file by selecting the file and then clicking the Remove eCopy button.

The attachment tab also supports an Outlook email option to search their Outlook mailbox folders (on the local computer) and attach the email directly.

Associated Entities Tab

The Associated Entities tab can be used to involve another entity with this communications log entry, the user can find an entity by clicking the Associate Entity to Entry button, this will launch the Global Entity Search. Once Entities have been associated with this communications entry they can be edited or removed (unassociated) using the Edit or Remove Association buttons.

When the user clicks on the Edit Communication button, they will be presented with the Add Communication form with two differences, firstly all the information will already be filled in, and secondly the duration timer will not be running.

The Filter on Entity Option will change the list of items that are displayed on the grid, only communications to the selected entity will be shown. To remove an entity filter the user can simply right click on an entry in the Comms Log and select Remove Filter.

When the user clicks on the Create Follow on Communication button the add communication entry form will be displayed with the details filled in from the original communication entry.

The View Thread button can be used by the user to see all communication entries that have been made as follow ups, this is used when follow ups are created for Comms Log entries and the user can see all the communications that have been made about the same issue.

The Delete simply deletes the communication entry,  if the entry is a follow up then only the latest entry is deleted, and any previous entries on the same communication entry thread will be kept.