CONTEXT #
This guide describes how to change the status of a registration (note) in the EG Ajour app, the Inspect & QA module. The guide is in two parts: the first part shows the general procedure for the registration types Supervisory, Project, Defect and Preregistration, and the second part describes the special restriction that applies to the QA/KS registration type.
- See also: There is a corresponding user guide for the web version of Inspect & QA, which among other things describes how the colored status indicator works and how it always reflects the most recently set status. If you work across app and web, it is recommended to read both guides.
RELEVANCE #
You will need this guide when you need to change, modify, add, set or update the status of a registration in connection with an inspection or quality control in EG Ajour – for example when a task changes from created to done, or when a registration is to be approved. It is particularly relevant to know the difference between the registration types, so that you are not left wondering why certain statuses are missing from the list for QA/KS notes. It is also particularly relevant to know which users can change the status for “Responsible/Sender” and who can set the status for “Recipient”.
PREREQUISITES AND REQUIREMENTS #
- You must have access to the EG Ajour app and be logged in
- You must have access to the Inspect & QA module
- You must have project permissions to be able to change the status of the registration
- You must have an existing registration
- You must know the difference between the registration types, including Supervisory, Project, Defect and Preregistration as well as QA/KS, as this affects which statuses are available
- You must know whether you are to change the status as “Recipient” or “Responsible/Sender”
GUIDE (step by step) #
Part 1: Status change on the registration types Supervisory, Project, Defect and Preregistration
Step 1: Open the EG Ajour app and go to the relevant registration in the list view under Inspect & QA
Step 2: Select the registration you want to change the status of by tapping the registration’s information box
Step 3: The detail view for the registration opens, where you can see the current information, including the status field
Step 4: Tap Change status to open the list of status options
Please note: Which statuses you can choose between depends on the registration type (see Part 2)
Step 5: Click the desired status. The registration changes status immediately
Step 6: Click the red/white cross to go back to the detail view, where the updated status is now shown on the registration
Step 7: Click “Left arrow” to go back to the list view or the registration drawing, where the updated status is now also shown on the registration
- See also: For a more detailed explanation of how the colored status indicator is calculated and displayed, refer to the corresponding user guide for the web
Part 2: Status restriction for the QA/KS registration type
Step 8: Open a note of the QA/KS type in the same way as described in Steps 1-3
Step 9: Tap the status field to open the list of status options
Important: For the QA/KS registration type, the list is limited to fewer status options than for other registration types in Inspect & QA. This is because QA/KS notes contain only a responsible user, and not a recipient. QA/KS notes can therefore only have the status “Created” or “Completed”.
Step 10: Click “Completed” to complete the registration. Click “Completed” again if the status is to be reversed.
Step 11: Close the registration in the same way as Steps 6-7
Tip: If you expect to be able to select a status that is not in the list, it is most likely due to the registration type and not an error in the app
NEXT STEPS #
- Make sure you have uploaded the necessary documentation on the registration, e.g. as a comment on the registration, before you synchronize data to the server.
- See the corresponding user guide for the web for a description of the status indicator, filtering by status, and how registrations are displayed to other users.