The different types of mails in Fulcrum and the types of responses related to each are:
• Change Note: CN - This is used to issue a change note to the scope of the Task Plan/Contract, requested by a Consultant and it can be issued for review or approval.
• Client Instruction: CI – This is used to issue an instruction to a consultant by your organization and can be issued for acknowledgement.
• Consultant Advice: CA – This is used to issue a consultant’s advice to your organization in response to requests or queries and it can be issued for acknowledgement or acceptance.
• Correspondence: CORR – This is for general communication between project members and can be issued for acknowledgement or with no associated action as well. It is also used for any confidential correspondence.
• Memo: MEMO - This is for communication between project members and can be issued for acknowledgement or with no associated action as well.
• Notice to Contractor: NTC - This is used to issue an instruction to the consultant by your organization and can be issued for acceptance or acknowledgement.
• Notice to Engineer: NTE - This is used to issue consultant response to an NTC and it can be issued for acceptance or acknowledgement.
• Request for Information: RFI - This is used for queries and requests by project members and will be issued as a Request/RFI.
• Site Instruction: SI - This is used to issue a site instruction to a consultant by your organization and it can be issued for acknowledgement or acceptance.
• Task Plan: TP - This is used to provide a detailed scope of works as per the contract between your organization and the Consultant and can be issued for acknowledgement or acceptance.
• Transmittal: TRANSMIT - This is used to issue documentation to project members. This mail type can be issued for review, approval, acceptance, acknowledged or with no associated action.
• Variation Order: VO - This is used to issue a proposed change to the scope of the Task Plan/Contract, requested by a consultant and can be issued for acknowledgement.
• Material & Equipment Approval - This is used to issue a proposed change to the scope of the Task Plan/Contract, requested by a contractor and can be issued for approval.
• Non Conformance Report - This is used to report any deviation of a task from the required standards/specifications typically by the project consultant and can be issued for review.
• Request for Approval - Any project deliverable that requires approval can be issued for approval from the consultant or contractor.
Note: Mail Types are configurable and can be added or removed based on your project's desired configuration