CONTEXT #
This guide describes how, as the recipient of a registration in Inspect & QA (app), you can forward the registration to a 3rd party, for example a subcontractor. The guide applies to the registration types Supervisory, Project, Defect and Preregistration.
RELEVANCE #
Use this function if, for example as a main contractor, you receive a registration that you assess must be rectified by a subcontractor. By forwarding the registration, the subcontractor gets access to view and work with it, without you having to pass on the information manually.
Please note that the original recipient of the registration is still the one who is legally responsible for the registration being rectified – forwarding does not relieve you of this responsibility.
Important: The function cannot be used in AjourQA or on QA/KS registration types.
PREREQUISITES AND REQUIREMENTS #
- You must be logged in to the EG Ajour app in the Inspect & QA module and have your device synchronized
- You must be the Recipient of or Responsible for the registration you want to forward
- The registration must have the registration type Supervisory, Project, Defect or Preregistration
- The 3rd party you want to forward to must have a user in the system and be associated with the project, so that the company and possibly a specific contact person can be selected in the list
GUIDE (step by step) #
Step 1: Open the registration you want to forward by selecting it from the registration drawing or the list.
Step 2: Tap the Change button next to the recipient information at the top of the registration.
Step 3: The Change receiver screen opens. Select the Forwarded tab at the top.
Step 4: Find the organization you want to forward to in the list. Tap the arrow next to the organization to expand it if you want to select a specific contact person.
Step 5: Tick the organization and/or the specific person the registration is to be forwarded to.
Step 6: Tap Save at the top right to complete the forwarding.
Please note: When the status of the forwarded recipient is changed, the registration’s overall status does not change color. The status color only changes when the status is changed for the original Recipient or Responsible/Sender.
NEXT STEPS #
- Follow up to make sure the forwarded recipient rectifies and updates the registration
- Change the status of the registration when the rectification is confirmed
- See how to change the recipient or responsible for a registration yourself, if it is to be handed over permanently instead of being forwarded