CONTEXT #
This guide describes how to change the receiver on a registration in the system. The function is available on web and lets you assign or change who is to receive and handle a given registration.
RELEVANCE #
You need this guide if a registration has been sent to the wrong receiver, or if the receiver of a registration must be changed to another user.
Important: It is only possible to change the receiver on registrations under Supervisory, Project, Defect and Preregistration. It is not possible to link a receiver to registrations under QA.
PREREQUISITES AND REQUIREMENTS #
- The registration must belong to Supervisory, Project, Defect or Preregistration (not QA)
- The registration must not have the status “Completed”. A completed registration cannot be edited, so you must change the status before you can change the receiver
Note: It is possible to change the status of a registration even if it is set to “Completed”. It is the editing itself (including changing the receiver) that requires the registration not to be completed
- You must have one of the following permissions, depending on which registration you want to change the receiver on:
- Own – allows you to change the receiver on your own registrations
- Own Company – allows you to change the receiver on registrations that belong to your own company
- Others – allows you to change the receiver on all registrations, regardless of ownership
How to find the permissions: The permissions for changing the receiver are located in the user’s permission setup and are found by following this path:
- Open the user under “User information”, and go to the “Permissions” tab
- Under “Project permissions”, expand the item “Permissions”
- Then expand “Inspect / QA”
- Expand “Registrations”, and below it “Edit”
- Under “Edit” you will find the three specific permissions that control access to changing the receiver: “Own”, “Own Company” and “Others”
Select the checkbox for the permission(s) the user must have, and save the change.
GUIDE (step by step) #
- Open the registration where you want to set or change the receiver. The registration opens in detail view.
Important: If the registration has the status “Completed”, you must first change the status before you can edit the receiver.
- Find the “Receiver” field in the registration. The field shows the current receiver, if one has already been selected.
- Click the “Receiver” field. A list or search function opens, where you can find and select a new receiver.
- Search or browse for the desired receiver, and select them in the list. The selected receiver is highlighted and shown in the field.
- Confirm your choice of receiver. The “Receiver” field is now updated with the new receiver.
- Click “Save” to save the change. The registration is updated, and the new receiver is now linked to the registration.
- Check that the receiver has been updated correctly by opening the registration again or by looking at it in the registration list.
Tip: If you cannot find or select a specific receiver, it may be because you are missing the necessary permission (Own, Own Company or Others). Contact your system administrator if you need extended permissions.
NEXT STEPS #
- Review user permissions under the Permissions tab if you experience limitations.
- See the guide on creating registrations if you also need to set the receiver when creating a new registration
- Look into the options for changing status if a completed registration must be reopened for editing