CONTEXT #
This guide describes how to forward one or more registrations to another company and user in AjourInspect & QA on web. The function is found in the registration list (e.g. under the Defect tab) and makes it possible to hand over a registration so that a new receiver and responsible person can continue working on it. The guide applies to the registration types Supervisory, Project, Defect and Preregistration.
RELEVANCE #
You need this function when a registration must be handed over to a different company or user than the one it was originally assigned to – for example when a task is moved from one contractor to another, or when an external party must be involved in a registration.
Note that it is still the original receiver of the registration who is legally responsible for the registration being rectified – forwarding does not relieve them of this responsibility.
Important: The function cannot be used in AjourQA / on the registration type QA/KS registrations.
PREREQUISITES AND REQUIREMENTS #
- You must have access to AjourInspect & QA and the relevant project
- You must have permissions to edit and forward registrations
- The registration must have the registration type Supervisory, Project, Defect or Preregistration
- The company and user you want to forward to must already be created in the system
- Be aware that forwarding can change the status of the registration (see the Note box in
Step 5)
GUIDE (step by step) #
Step 1. Click the registration type (e.g. Defect or another relevant registration type) in AjourInspect & QA, and find the registration you want to forward.
Step 2. Right-click the registration to open the menu with action options.
Step 3. Select Forward in the menu. A window titled “Forward” opens.
Step 4. Under Select registrations, confirm whether the forwarding is to apply to the Selected registrations or to All registrations in the list.
Step 5. Select the desired company in the Company field.
Note: If the receiver is changed, the status of the registration will be set to “Created”, and the current status will be removed.
Step 6. Under Users, select the checkbox for the user(s) the registration is to be forwarded to.
Note: Only one company can be selected at a time, but several users from the same company can be selected.
Step 7. Click Save.
Step 8. A confirmation box appears with the text “You are about to forward the SELECTED registrations. Are you sure you want to continue?”. Click Confirm to carry out the forwarding, or Cancel to undo.
After the confirmation, the window closes, and the registration now shows a field Forwarded to: with the new receiving company, the user’s name and the time of the forwarding. The registration can now be seen and accessed by the user.
Tip: If a registration has already been forwarded, you can remove the forwarding again by opening the right-click menu on the registration and selecting Delete Forward, which has now been added under the item Forward.
NEXT STEPS #
- See how to delete a forwarding again if the receiver must be changed or removed
- See how to change the receiver or responsible on a registration without using the forward function
- See how to follow up on the status of the registration after it has been forwarded