Respond to Consultant Recommendation Request on a Supplemental Instruction
When a Contract Administrator has requested additional input on a Supplemental Instruction from a specific discipline, a Consultant in that discipline will receive an action item on their Home page, advising that a Consultant Recommendation is required for the Supplemental Instruction. You can also access the document on the Supplemental Instruction Search page.
To respond to a Consultant Recommendation request:
- Click on the Project that contains the Consultant Recommendation in your Action Itemslist.
The Action Items list expands.
Tip: Documents requiring your review will be labeled "Consultant Recommendation Required" after the document title.
- Click the action item.
The Supplemental Instruction Consultant Recommendation page displays.
- Review the Supplemental Instruction, and any attachments or comments entered by the Contract Administrator.
- Once you have reviewed the Supplemental Instruction information, initiate a new Consultant Recommendation by clicking New [Your Discipline] This button description will differ depending on your discipline. For example, if you are in an Architectural discipline, the button will appear as New [Architectural] Recommendation. Consultant Recommendation.
The Consultant Recommendation page displays.
Note: The Document to Issue, Number, and Title of the Consultant Recommendation is populated in sequence based on the Supplemental Instruction the recommendation was issued from.
- Using the Rich Text Editor, enter the:
- Description of the Consultant Recommendation
- Reason of the Consultant Recommendation
- Complete any additional fields:
Note: Any documents linked to this Consultant Recommendation will in the Link Documents section.
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To action the Consultant Recommendation, select one of action buttons from the top toolbar:
- the Consultant Recommendation. For more information, see Issue a Document.
Contract Administrator to review the Consultant Recommendation. For more information, see Review a Consultant Recommendation
A confirmation page affirming all required information is completed and the document has successfully transitioned to the identified status.
Any e-mails required to be sent for this document (Action Item notification or E-mail Subscription e-mails) are queued.
- the Consultant Recommendation to issue or edit later. For more information, see Save a Document.