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Enhancements Needed for ACC Correspondence: Reporting, Correspondence Types, and Delegated Sending

Enhancements Needed for ACC Correspondence: Reporting, Correspondence Types, and Delegated Sending

Based on current ACC functionality and help documentation:
  • No robust reporting capability exists to analyze correspondence that has been sent (e.g., by date, type, sender, recipient, or status).
  • Correspondence Types are static and limited, offering minimal configuration beyond basic categorization.
  • No ability to “Send on Behalf Of” another role (e.g., Document Control, Project Manager, or JV entity), which is a common requirement on large construction projects.
  • No templated message content tied to correspondence types, resulting in inconsistent messaging and increased administrative effort.
These limitations create real project risks and inefficiencies:
  • Lack of auditability: Teams cannot easily demonstrate what formal correspondence was sent, when, and by whom.
  • Inconsistent communication: Without templates, similar correspondence varies by sender, increasing contractual and claims risk.
  • Administrative bottlenecks: Document Control teams must rely on workarounds (manual logs, exports, or parallel systems).
  • Reduced adoption: Teams revert to email or external tools when ACC does not support required correspondence workflows.
Proposed Enhancements
  1. Correspondence Reporting
    • Enable reports and exports for:
      • Sent correspondence
      • Correspondence by type
      • Sender / recipient
      • Date ranges and status
    • Align reporting behavior with other ACC modules (e.g., RFIs, Submittals).
  2. Enhanced Correspondence Types
    • Allow administrators to:
      • Configure correspondence types with required fields
      • Assign default recipients
      • Enforce naming or numbering standards
  3. “Send on Behalf Of” Capability
    • Permit authorized users to send correspondence on behalf of:
      • Project roles (e.g., Document Control)
      • Companies or JV entities
    • Maintain full audit history showing the actual sender and delegated role.
  4. Templated Message Content
    • Allow message body templates tied to correspondence types.
    • Support placeholders (project name, reference numbers, dates).
    • Improve consistency and reduce repetitive manual entry.



1 Comment
carley_price
Observer
  • Would be great to define distribution lists as well for each correspondence type that pre-populate the correspondence when created

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