Register Principal Correspondence
David Guinane
30 steps
2 minutes
Contrack
The Principal Correspondence register is used for tracking correspondence sent to and from the Client (TMR, Local Government, etc)
1
Navigate to [https://contrack.com.au/](https://contrack.com.au/)
2
Click "Correspondence"
3
Click "Principal Correspondence"
Generate a PRFI Number
4
Click "REGISTER PRINCIPAL CORRESPONDENCE"
A unique PRFI number is generated.
5
Click here.
If its an email you are sending to the Principal, select "Out". If its an email you have received from the Principal, select "In".
6
Click "Out"
7
Enter the title or description of the correspondence in the "Description" field.
8
Click "SAVE"
Now your unique PRFI number is generated, you can send your email with this number.
9
Example email below.
Regiser the correspondence
10
Click the pencil icon to edit the correspondence.
11
Click the "Select a file to upload" field, and upload the email or correspondence sent.
12
Now that the correspondence has been sent, you can change the Status from "Open" to "Awaiting Response"
13
Click "Awaiting Response"
14
Fill out any other details available.
15
Click "SAVE"
Link the Correspondence
16
This principal correspondence relates to IC-1234500011, a TGS submitted by the Contractor in the incoming correspondence register.
17
Click "ADD"
18
Click the "Search" field.
19
Select the incoming correspondence to link it to this PRFI.
20
Click "OK"
21
Click "SAVE"
22
The correspondence is now linked and saved.
Closing the PRFI
When you receive a response from the Principal, you can register the correspondence and close the PRFI.
23
Example response email below.
24
Click the pencil icon to edit the PRFI.
25
Click the "Select a file to upload" field in the Response Files section to upload the Principals response.
26
Click the Status dropdown
27
Change the status to "Closed"
28
Fill out any other required details.
Tip! It's always beneficial to write a brief summary of the outcome with keywords, so that later on you can search for the PRFI easily if you need to re-visit it.
29
Click "SAVE"
Send Outgoing Correspondence
30
Now you have a response to the PRFI, you will generally send Outgoing correspondence to the Contractor advising them of the outcome.
Tip! Don't forget to link the Outgoing Correspondence to the PRFI once you have sent the Outgoing to the Contractor.
Register Principal Correspondence
David Guinane
30 steps
2 minutes
Contrack
The Principal Correspondence register is used for tracking correspondence sent to and from the Client (TMR, Local Government, etc)
1
Navigate to [https://contrack.com.au/](https://contrack.com.au/)
2
Click "Correspondence"
3
Click "Principal Correspondence"
Generate a PRFI Number
4
Click "REGISTER PRINCIPAL CORRESPONDENCE"
A unique PRFI number is generated.
5
Click here.
If its an email you are sending to the Principal, select "Out". If its an email you have received from the Principal, select "In".
6
Click "Out"
7
Enter the title or description of the correspondence in the "Description" field.
8
Click "SAVE"
Now your unique PRFI number is generated, you can send your email with this number.
9
Example email below.
Regiser the correspondence
10
Click the pencil icon to edit the correspondence.
11
Click the "Select a file to upload" field, and upload the email or correspondence sent.
12
Now that the correspondence has been sent, you can change the Status from "Open" to "Awaiting Response"
13
Click "Awaiting Response"
14
Fill out any other details available.
15
Click "SAVE"
Link the Correspondence
16
This principal correspondence relates to IC-1234500011, a TGS submitted by the Contractor in the incoming correspondence register.
17
Click "ADD"
18
Click the "Search" field.
19
Select the incoming correspondence to link it to this PRFI.
20
Click "OK"
21
Click "SAVE"
22
The correspondence is now linked and saved.
Closing the PRFI
When you receive a response from the Principal, you can register the correspondence and close the PRFI.
23
Example response email below.
24
Click the pencil icon to edit the PRFI.
25
Click the "Select a file to upload" field in the Response Files section to upload the Principals response.
26
Click the Status dropdown
27
Change the status to "Closed"
28
Fill out any other required details.
Tip! It's always beneficial to write a brief summary of the outcome with keywords, so that later on you can search for the PRFI easily if you need to re-visit it.
29
Click "SAVE"
Send Outgoing Correspondence
30
Now you have a response to the PRFI, you will generally send Outgoing correspondence to the Contractor advising them of the outcome.
Tip! Don't forget to link the Outgoing Correspondence to the PRFI once you have sent the Outgoing to the Contractor.
