Creating and Updating a TOP Transmittal

Creating and Updating a TOP Transmittal

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 Step

  Action

  1

Select TOP Record.

Handover Packages - Create Transmittal Button.

 2

Select CREATE TRANSMITTAL button.

Edit TOP Transmittal Form - TOCs to Submit.

 3

Select TOC line item(s) checkbox(s).

A transmittal must have one or more TOP line items (TOCs) selected. Each TOC selected will include all documents assigned to the TOC. Select the TOC by using the checkbox.

Edit TOP Transmittal Form - Company/Person Fields.

 4

Select the Company and Person the TOP is being sent to.

Note: Transmittal of TOC documentation is performed in a manual process. The reason being is that any one TOC can have dozens, if not hundreds of documentation. The transmittal tool is used to track the approval state by the owner of any TOP line item and specific documentation. It provides a log of what documents where submitted to whom and if they were approved or rejected.

Edit TOP Transmittal Form - Save Button.

 5

Select the Save button.

Edit TOP Transmittal Form - Close Form Button.

 6

Close Edit TOP Transmittal Form.

Handover Packages - Transmittals Tab.

 7

A user can select the “Transmittal” tab see the details of the transmittal.

TOP Transmittal Datasheet.

 8

Each transmittal can be reviewed in a “transmittal datasheet”, which will list all detailed information on documentation and approval status.

Next Training:  Generate Handover Packages Reports

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