Adding Inquiries Editor Manager Administrator

Inputting inquiries into the system is a very common function. A stakeholder can have an unlimited number of inquiries attached to their stakeholder record. An inquiry is anytime a stakeholder reaches out to the project for any reason. An example of an inquiry would be a stakeholder calling the project hotline requesting the open house schedule.

Type of Contact R

Select how the stakeholder contacted the project team

Person Who Received Inquiry

You can enter the name of a person who received the inquiry

Category

Select a category for this inquiry. These categories can be added through the admin/manager tools

Priority Level

Select a priority level for the inquiry

Inquiry Date R

Select the date in which this inquiry occurred. Defaults to today's date but you can select any date that is relevant

Inquiry Time

Select the time in which this inquiry occurred.

Issue R

Select an issue associated with this inquiry. You can select one than one issue

Best Time to Contact

Select the best time to contact the stakeholder, if required

Question or Comments

You can enter a question or comment that the stakeholder had in this field

Response

You can enter a response to the question

Does this inquiry require a followup?

Select weather or not this inquiry require a followup from the project team

Assign Followup R

Select a team member to assign this inquiry too. The team member will be emailed letting them know that they have an inquiry to followup with

Followup Instructions R

You can enter instructions to let the team member know what needs to happen in regards to this inquiry

Response Deadline R

Select the date of when the project team needs to respond by

Confidential Information

Select weather or not this inquiry contains confidential information, defaults to "No"

Attach an Asset

if you need to attach an asset, you can select it from your local file system and it will be attached to this inquiry