Correspondence List

You can use the Correspondences page to track all types of communications between your company and other companies, agencies, or individuals.

Important: This app stores personal data in some settings. To follow good personal data management practices, Business Administrators might need to edit these settings to remove personal data, such as names, email addresses, and phone numbers.

To access this page:

  1. Open the required item, such as a submission project or a complaint.
  2. For a complaint, in the navigation pane, click Correspondences.

    For a submission, in the navigation pane, click Regulatory Information > Correspondences.

This topic describes:

This page discusses:

Columns

Column NameDescription
NameThe automatically-generated name of the correspondence. Click to open the correspondence.
TitleThe title of the correspondence.
ModeThe correspondence mode: Public or Confidential
SourceThe person, entity, or cause that originated the correspondence.
TypeThe type of correspondence:
  • Acknowledgment Follow Up
  • Closure
  • Other
  • Product Return Request
  • Reply to Requestor
  • Territory Manager Letter
  • Warranty Expiration Notice

Your company might have defined additional types of correspondence.

MethodHow the correspondence occurred:
  • Email
  • Fax
  • Meeting
  • Memo
  • Other
  • Phone
  • Postal Mail
ContactThe external person who received or sent the correspondence.
CommunicatorThe person in your organization who received or sent the correspondence.
DateThe date the correspondence occurred.
TimeThe time the correspondence occurred.
CommentsDetails about the correspondence.
DescriptionDescription of the correspondence.
ContextThe regulatory context of the correspondence.
Click to open the list of documents attached to the correspondence record.

Actions/Toolbar Commands

To create, edit, or delete correspondence, you must be a Project Member, the Submission owner, or have the Regulatory Administrator role. You cannot delete correspondence.

ActionDescription
Insert New Row Creates a new correspondence record. You need to enable edit mode first. You cannot enter a name (the app does that for you). Use the Title column to provide a meaningful name for the correspondence. The context item (such as a submission or complaint) must already have the person your company corresponded with defined as a Contact.

You cannot create correspondence for a cancelled item, but you can create one for an item on hold.

Remove Inserted Rows Removes a row added to the table that has not been saved.
Enable Edit Toggles into View mode. In Edit mode, you can edit any columns except the Name and Context columns.
Disable Edit Toggles into Edit mode. In View mode, all data is read-only.

Creating Correspondence

You create correspondence by adding rows to the Correspondence table using these steps:

  1. From the page toolbar, click Enable Edit .
  2. From the page toolbar, click Insert Row . The app adds a blank row to the table.
  3. Enter details for each column except Name.
  4. Click Save.

    Market Registration assigns a name using this format: CORR- followed by the next sequential number.

    Click the name of the correspondence then select the Reference Documents category to add any document (such as the email message or electronic fax that delivered the correspondence) or reference material.