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  • Change type on a registration (App)

Change type on a registration (App)

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Context #

This guide describes how to change the registration type on a registration in the EG Ajour Inspect & QA app. The function is called “Change registration type” in the app and is found under the extended actions on an open registration. The flow is similar to the web function “Change type”, but the naming and operation are adapted to the app.

Relevance #

Use this guide when you have created a registration with the wrong type in the field and it needs to be corrected right away – for example from “Defect” to “Supervisory”. The function is useful when you do not have access to a computer but need to correct the registration type directly from the app.

Prerequisites and requirements #
  • You have access to the EG Ajour Inspect & QA app and are logged in to the relevant system
  • You have permissions to view and edit the registration in question
  • You have the required license to switch to the current registration type
  • The registration does not have the status “Completed”
  • You know which type the registration is to be changed to
  • Your device is connected to the internet, so that the app can synchronize the change and assign a final registration number
Guide (step by step) #

Step 1 – Find the registration.

Open the relevant project and navigate to the registration drawing or the list view. Find the registration you want to change the type of by tapping the point on the registration drawing or the line in the list.

Step 2 – Open the registration.

A card with the registration is shown at the bottom of the screen. Tap the arrow to the right of the card to open the full detail view.

Step 3 – Open “More”.

At the bottom of the detail view, tap More (the three dots). A menu with additional actions unfolds, including “Move registration”, “Set deadline”, “Change registration type” and “GPS”.

Step 4 – Select “Change registration type”.

Tap Change registration type. The “Change registration type” dialog box opens with a list of the available registration types. The current type is marked with a tick.

Step 5 – Select the new type.

Tap the checkbox next to the desired new type – for example “Supervisory”, “Project”, “Defect” or “Preregistration”. Please note: Only one type can be selected at a time – if you select a new type, the tick is automatically removed from the previous one.

Step 6 – Accept the selection.

Tap Accept at the bottom of the dialog box.

Step 7 – Confirm the change.

A confirmation dialog with the title “Registration type” is shown with the text: “If the registration type is changed, the serial number is changed, the status will be reset and the category adjusted.” Tap Accept to complete the change.

Important: Immediately after the approval, the registration is temporarily shown without a final registration number (marked as “New”) until the app synchronizes.

Step 8 – Verify the change.

Switch to the tab for the new registration type in the registration drawing or the list view. When the app has synchronized, the registration is shown here with a new, final registration number and the status “Created”.

Next steps #
  • Check the status – since the status is automatically reset to “Created” when the type is changed, you should update the status to the correct step in your workflow
  • Open the registration log to confirm that the type and number change has been recorded correctly
  • Compare with the web flow – see the corresponding web guide if you also work with registrations in the web version of EG Ajour Inspect & QA

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Table of Contents
  • Context
  • Relevance
  • Prerequisites and requirements
  • Guide (step by step)
  • Next steps

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