CIPAceTM Help

Update Bulletin

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Navigate Here: Implementation > Supplier Requests > Browse Bulletins; select a Bulletin or

Implementation > Supplier Requests > Browse Contractor Requests for Information; select a RFI > Bulletin subsection; select a Bulletin

 

You can edit the General Information and Related Information of a Bulletin on the Update Bulletin page.

 

The Update Bulletin page is mainly composed of two sections. The middle section is the General Information of a Bulletin, and the lower section contains the Related Information of the Bulletin.

 

EditBulletin

 

General Information

 

To edit the general information of a Bulletin, fill in the following fields:

 

The required fields are noted with an asterisk (*).

 

Primary Project*: The primary project that the Bulletin is associated with. It is read-only.

 

Primary Contract*: The primary contract that the Bulletin is associated with. It is read-only.

 

Bulletin No.*: The number of the Bulletin. It is auto-generated by the system and not editable.

 

Bulletin Title: The title of the Bulletin.

 

Issuance Date *: The date when the Bulletin is issued. Default is the current date.

 

Owner: The owner of the Bulletin.

 

Description: The description of the Bulletin.

 

Click the Save button to save the changes. The page will refresh and display the updated data.

 

Click the Delete button to delete the Bulletin. The Bulletin Status will be triggered to Deleted and you cannot view this Bulletin on the Browse Bulletins page.

 

Click the Cancel button to abort the current operation. The system will go to the Browse Bulletins page. If you enter this page via the Edit RFI entrance, the system will return to that page.

 

Click the View Audit Trail button to view the change history of the current Bulletin. The system will open the Browse Audit Trail Details page in a new window.

 

Click the Print button to open the Generate Dynamic Document page where you can print the current Bulletin in Word or PDF format.

 

Click the Notify button to notify people about the Bulletin information. The system will go to the Send Notification page.

 

Click the Submit button to trigger the workflow if a Bulletin workflow has been defined and set to Active.

 

Related Information

 

You can add or edit related information of the current Bulletin. Each subsection is collapsible. You can collapse or expand the contents of the subsection by clicking Up or Down beside the section title. By default, all subsections are expanded.

 

Issued By

 

Issued By is the person(s) issuing the Bulletin. It ties to system Resources.

 

A brief summary of each Issued By resource displays in the table. The summary includes Resource ID, Resource Name, Resource Type, Department, Associated User ID, Vendor Name, and Status (these columns in the data grid can be configured by Dynamic View). You may sort the records by clicking a linked column header.

 

You can view the detailed information of a resource by clicking view. The system will open the Resource Management page of the resource in a new window.

 

You can associate resource(s) as Issued By with the current Bulletin by clicking Associate. The system will pop up a window for selecting resource(s), listing all filtered Active, Labor type resources of the Designer in the system except those that are already associated with the current RFI as Submitted By.

 

You can disassociate resource(s) as Issued By from the current Bulletin by checking the checkbox and clicking DisAssociate.

 

Projects

 

The project(s) associated with the current Bulletin display in the table. A brief summary of each related project includes Project ID, Project Name, Department, and Program (these columns in the data grid can be configured by Dynamic View). You may sort the records by clicking the linked column header.

 

You can view the detailed information of a project by clicking view. The system will open the Project Management page of the project in a new window.

 

You can associate project(s) with the current Bulletin by clicking Associate. The system will pop up a window for selecting project(s), listing all non-closeout projects in the system except those that are already associated with the current Bulletin.

 

You can disassociate project(s) with the current Bulletin by checking the checkbox and clicking DisAssociate. The Primary Project cannot be disassociated.

 

Contracts

 

The contract(s) associated with the current Bulletin display in the table. A brief summary of each related contract includes Contract ID, Contract Name, Type, Contract Status, Signed Date, and Prime Contractor (these columns in the data grid can be configured by Dynamic View). You may sort the records by clicking the linked column header.

 

You can view the detailed information of a contract by clicking view. The system will open the Contract Management page of the contract in a new window.

 

You can associate contract(s) with the current Bulletin by clicking Associate. The system will pop up a window for selecting contract(s), listing all non-closed contracts in the system except those that are already associated with the current Bulletin.

 

You can disassociate contract(s) with the current Bulletin by checking the checkbox and clicking DisAssociate. The Primary Contract cannot be disassociated.

 

RFIs

 

The RFI(s) associated with the current Bulletin display in the table. A brief summary of each related RFI includes Category, RFI ID, RFI Title, Date Reported, Deadline, Date Resolved, and Status (these columns in the data grid can be configured by Dynamic View). You may sort the records by clicking the linked column header.

 

You can view the detailed information of a RFI by clicking view. The system will open the Update RFI page in a new window.

 

You can associate RFI(s) with the current Bulletin by clicking Associate. The system will pop up a window for selecting RFI(s), listing all RFIs in the system except those that are already associated with the current Bulletin. If you add a Bulletin via the Edit RFI entrance, the RFI will be associated with the Bulletin being added and you can view this related information after the Bulletin is saved successfully.

 

You can disassociate RFI(s) with the current Bulletin by checking the checkbox and clicking DisAssociate.

 

DSIs

 

The DSI(s) associated with the current Bulletin display in the table. A brief summary of each related DSI includes DSI No., Subject and Issuance Date (these columns in the data grid can be configured by Dynamic View). You may sort the records by clicking the linked column header.

 

You can view the detailed information of a DSI by clicking view. The system will open the Update DSI page of the DSI in a new window.

 

You can associate DSI(s) with the current Bulletin by clicking Associate. The system will pop up a window for selecting DSI(s), listing all DSIs in the system except those that are already associated with the current Bulletin.

 

You can disassociate DSI(s) with the current Bulletin by checking the checkbox and clicking DisAssociate.

 

Documents

 

A brief summary of each associated document displays in the table. The summary includes Document ID, Document Name, Created By, Last Modified Time, Is Checked Out, Is Linked Document, Mark Up and Download. You can sort the files by clicking the linked column headers.  If there are too many records to display on one page, you can use the navigation control to view another page, or you may increase the number of records per page.

 

You can add an external document to the current bulletin by clicking Add icon. The system will go to the Add Document page. Note that all new added documents by this method are non-linked documents(physical documents).

 

You can delete multiple documents in batch by clicking the Batch Delete icon DeleteSelectBudget at the upper left corner of the table. Note: Deleting linked document will delete the document shortcut from current entity record while the document and its attachment will be kept intact. They are still visible in Browse Documents page. But deleting actual document will delete the document and its attachment from the system.
 

You can download documents in batch into the local path by clicking the Batch Download icon download at the upper left corner of the table.
 

You can redline the document by clicking the Markup icon markup, the system will then direct you to the Online Document Markup page in a new page.
 

You can create document(s) to the current bulletin via copying from existing document(s) by clicking the Batch Copy Documents In iconbatch copy from. Create Documents by Copying from Existing Documents page will pop up as below.

 

CreateDocuments by Copying from Existing Documents

  You can find the documents you want by specifying the search conditions and pressing the Search button.

  Select the documents to be copied and click the Save button. New documents will be created for the current bulletin.

You can batch copy documents of the current bulletin to another business entity record (as new documents)  by selecting the specific documents and then clicking the Batch Copy Documents Out icon Batch Copy Documents To. The system will lead to the page below. Fill in the required information and click the OK button.

 

Batch Copy Documents To Another Entity Record

 

You can create linked documents from existing documents in CIPAce to the current bulletin by clicking the Create Linked Documents In iconBatch Associate Documents From at the upper left corner of the table. When clicking the Create Linked Documents In iconBatch Associate Documents FromPage as below will pop up. Select documents in the table and click the Create Linked Documents Out iconBatch Associate To, the documents will be successfully associated to the current bulletin.

 

project batch associate from

You can create linked documents to another entity record by clicking the Create Linked Documents Out Batch Associate Toicon at the upper left corner of the table.The system will lead to the page below. Fill in the required information and click the OK button. System will go back to Edit bulletin page and the linked documents will successfully created to the root folder of the target entity records.

 

Batch Associate Documents To Another Entity Record

 

 

 

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