Contacts List

User Level: Intermediate

What is a Contact? 

There are 2 types of personnel records maintained in Civil Pro:

1. Contacts (Accessed from the QA Setup section of the system menu QA Setup => Contacts). These are personnel who may be assigned responsibility for items in Civil Pro or may have documentation otherwise associated with them, but who do not require a log in. Contacts are project specific.
2. Users (Accessed from the System=>Users Button in the Program Menu) – Users are system wide records of people who may access one or multiple projects in a Civil Pro system.

What is the purpose of the Contacts Register?

The Contacts Register is a project specific list of persons to whom Civil Pro tasks can be assigned and records addressed. For example, you may want to send a Test Request to Michael Rogerson – this person would need a record in the Contacts Register. If however, Peter Jones was responsible for some Lots and was also expected to update the records in Civil Pro, he would need a Log In and so, would become a User. Users are also included in lists of Contacts for a project, if they have permissions for the project or are a System Administrator.

The reason Contacts and Users are separated is to prevent congestion of the list of people available in drop down lists for each project. An extraordinarily large list of people can become associated with a large project and they are of absolutely no interest to other Civil Pro projects. Keeping the Contacts list project specific means multi-project Civil Pro installs can each have their own list of associated personnel (Contacts) while maintaining a common Users Register (Users).