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Company Confidential
Info Exchange Workflow
Examples for External
Users:
Action Items
Company Confidential
Company Confidential
Action Item Workflow through InfoExchange
2
Internal User Assigns Action Item
Internal User Assigns Action Item
External User Receives Notification
External User Receives Notification
Newforma Project Center Info Exchange
Internal User Receives Update to Action Items
Internal User Receives Update to Action Items
Company Confidential
Step 1 – On Newforma Project Center
3
Internal User (Howard Roark) Creates an
Action Item for External User (Peter Keating)
Internal User (Howard Roark) Creates an
Action Item for External User (Peter Keating)
Company Confidential
Internal User Creates Action Item
4
Howard creates an action item for Peter Keating by selecting the Identify an Action Item task, completing the form. He selects, “Send change notification email” so Peter receives an email notification
Howard creates an action item for Peter Keating by selecting the Identify an Action Item task, completing the form. He selects, “Send change notification email” so Peter receives an email notification
Company Confidential
Step 2 – On Info Exchange
5
External User (Peter Keating)
receives an email notification
External User (Peter Keating)
receives an email notification
Company Confidential
External User Receives Notification
6
Peter receives an email from Howard about the action item. Peter can respond to the email for the action item. He can also log into Info Exchange to track action items.
Peter receives an email from Howard about the action item. Peter can respond to the email for the action item. He can also log into Info Exchange to track action items.
Company Confidential
External User Logs into Info Exchange
7
Company Confidential
Assignees See Open Action Items on Info Exchange
8
Click the project link to view Open Items for the project
Click the project link to view Open Items for the project
Company Confidential
View Open Items for the Project
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Click the project link to view Open Items for the project
Click the project link to view Open Items for the project
Company Confidential
Assignees See Action Item Logs on Info Exchange
10
Peter can also select the Action Items menu option to view all action items filtering to view open, closed, etc.
Peter can also select the Action Items menu option to view all action items filtering to view open, closed, etc.
Company Confidential
Select the Action Item Subject
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Peter can select an action item to see the contents of the action item
Peter can select an action item to see the contents of the action item
Company Confidential
Assignees View the Action Item Contents
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After viewing the action item, Peter can send an email message OR he can respond to the email
After viewing the action item, Peter can send an email message OR he can respond to the email
Company Confidential
Send an Email from Info Exchange
13
After completing the email message, he selects Send to send it to Howard
After completing the email message, he selects Send to send it to Howard
Company Confidential
Step 3 – On Newforma Project Center
14
Internal User (Howard Roark)
Receives Action Item Email
Internal User (Howard Roark)
Receives Action Item Email
Company Confidential
Internal User Receives Notification
15
Either way, Howard will receive a tagged email from Peter which he can file into Newforma Project Center. Since this action item is complete, he will File and Edit the action item so he can close it.
Either way, Howard will receive a tagged email from Peter which he can file into Newforma Project Center. Since this action item is complete, he will File and Edit the action item so he can close it.
Company Confidential
Action Item Is Complete
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Howard can select Completed to close the action item.
Howard can select Completed to close the action item.
