abbtCORTPL001 Correspondence Register Template

1 C:\pjp\Site\Products\ abbtCORTPL001 Correspondence Register CodeSeq No. TEAM NAMESUBJECT CODETYPE CODEI ncoming/ OutgoingDate Sent or ReceivedSUBJECT SUMMARYIf Correspondence is from/to 'third parties' include 3rd party BY(Hyperlink)Hard CopyHard Copy Location3rd Party Document Number1000000001 BUSINESS PORTFOLIO OF WORKECOLETI ncoming30/09/19993rd Parties. Letter of intent to???Letter of intentYes1100000001 DIRECTORATEPPLMETI ncoming30/09/1999 Meeting NoteNo1101000002 Directorate GroupPPLMETI ncoming30/09/1999 Minute of MeetingYesEnsure "VLookUp" Formula is copied down from cell above To add a new record right-click row above and select insert.

2 DO NOT INSERT EMPTY RECORDS ABOVE RED ROW - DO NOT PREALLOCATE RISK Register Template abbtCORTPL001 FOR LIBRARIAN ONLY:-When a document number is issued for the first time enter the Document Title but do not Hyperlink until Version is received and placed into the Document Library's "Current Approved" Folder. Then:1 Highlight Document Title cell2 Select from standard toolbar: Insert\Hyperlink. 3 Click on '"Browse for:" "File" button. 4 Search for, highlight, then select (OK) the subject file. Subject short code.'Type of correspondece' codeName of Team or Project Correspondence Number is comprised of two parts - "Team Code" and "Seq No.

3 "Validated abbreviated Project code. Select approriate code imediately on registering a Correspondence . When used in conjunction with the "Seq No." it provides the unique Correspondence number. See pick list in each generate latest number use Autofilters. Select and filter out appropriate "Team Code". Click autofilter on "Seq No." to view list of all issues raised by that team showing all numbers used. Use next number in 11:36 Page 1 of 1 Correspondence Register