Communication Methods

Communication Methods define how staff log their communications with requestors throughout the lifecycle of a request.

[Screenshot: The Communication Methods settings screen showing the list of defined methods]

Common Communication Methods

• Email
• Phone call
• Letter / physical mail
• In-person meeting
• Fax

Managing Communication Methods

• Add — Click Add Method, enter the name (and translations if multiple languages are enabled), and save.
• Edit — Click on an existing method to update it.
• Remove — Delete methods that are no longer needed.

Usage

When a user logs a communication on the Requestor tab of a request, they select the communication method from a dropdown. This creates a record of how and when the office interacted with the requestor, providing an audit trail of all correspondence.