Track acknowledgements

Read the transmittal register at a glance, filter to outstanding and overdue responses, and chase stragglers.

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Issuing a transmittal is half the job. The other half is knowing who has acknowledged it and who has gone quiet. The project transmittal register shows both at a glance.

Read the register at a glance

In the sidebar, open Projects, open your project, then click Transmittals. Each row tracks one transmittal:

Filter to what needs chasing

1. 1

   Use the Status filter to narrow to Issued, Draft, or Recalled transmittals.

2. 2

   Use the Response filter to show only Outstanding, Overdue, or Acknowledged transmittals. Overdue is usually the list you want first thing in the morning.

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   The Response filter open on the transmittal register with Overdue selected

   screenshots/transmittals/track-acknowledgements/response-filter.png

3. 3

   Use the Reason filter to focus on one kind of issue, such as everything sent for review.

Chase the stragglers

A transmittal turns Overdue when its Response required by date passes with responses still open. Send a reminder from the transmittal to nudge everyone who has not responded yet. The reminder goes only to the outstanding recipients, so the people who already acknowledged are left in peace.

Export to Excel

Click Export to Excel to take the register, with its acknowledgement counts, into a spreadsheet. Handy for progress meetings and monthly reports.