How to Send a Quick Note to a SOW Contributor

This document provides the Program Office and client users with the steps necessary to send Quick Notes to Statement of Work (SOW) contributors from within Beeline Enterprise. This guide was created using Beeline Classic, non-client-specific configuration. Your specific setup is based on your company's configuration/visibility and may vary slightly from what is explained here.

To send a Quick Note: 

1. Navigate to your Beeline Enterprise Home screen.
2. Click the drop-down arrow in the Simple Search box located in the header area and select Search SOWs from the display list.
3. In the search box, enter all or a portion of the SOW number, SOW name, or SOW owner name.

4. Click the Statement of Work (SOW) you need to open from the list of suggestions. The SOW Profile screen appears.
5. Click View Details. This opens the SOW record in the tabbed ribbon view.
6. Click the More Actions drop-down arrow located in the SOW record header bar and select Send Quick Note. The Send Quick Note dialogue box displays.
7. Select the check box to indicate which contributor(s) should receive the note. Multiple names can be selected. There is also a check box to send a copy to yourself.
8. Enter your note in the Comments box, then click Send. The note is sent to all selected people and includes a link to the SOW record. The subject line is pre-populated to identify the SOW along with its current status.
9. Click the return box located next to More Actions to exit the SOW tabbed view and return to the SOW Profile screen.
10. Click Return to exit the SOW Profile and return to your Home screen.