Restricted User with "View Only (non-license)" permissions

View Only, (non license) users are “Restricted” users with “Edit Insp.” permissions. Restricted users can view planned inspections that their affiliation (i.e. company) can inspect, but not inspections assigned to users of other affiliations. They can view and edit inspections by users of the same affiliation and report corrections on deficiencies assigned to their company. Everything related to their affiliation is visible on FTQ360 dashboards. This gives subcontractors or third party agencies the ability to use FTQ360 for their end-to-end inspection workflow starting with their inspection queue, conducting inspections, reporting corrections, and obtaining approvals, ultimately getting their work passed.

Also see Add Restricted Users for step by step directions.

INSTRUCTIONS:

Setup the User following the "Add a User" instructions, then make the settings below.

1. Affiliation - Choose the Company from the drop down list of Responsible Party organizations. This is pulled from your "Responsible Party Setup" area.

2. Insp. Type - Select “Subcontractor” from the drop down.

3. Restr. - Check this box so the User will have "Restricted" access to view, edit, and or inspect for the "Affiliation." For example, a "restricted" user affiliated with a Responsible Party/Subcontractor will only see Inspections and Open Items for that Responsible Party/Subcontractor. 

• When the "Restr." box is selected, permissions default to "Edit Insp." and "Restricted". If you would like the  Restricted User to be able to "Self-Inspect," you can select "Inspect" under Permissions. Restricted users can not have any other permissions.

4. Permissions - Go to "Permissions” on the Process Menu.

5. Inspect - Make sure the “Inspect" box is UNCHECKED. The User will count toward the number of paid users if "Inspect" is checked.

6.  Edit Insp. - Make sure the “Edit Insp.” box is checked. 

7.  Restricted - Make sure the “Restricted” box is checked. 

8. Click “Save” when done

Restricted Users see only their Open Deficiencies

A restricted user will only see OPN and QC checkpoints affiliated with the User's Responsible Party. This makes it easier for Responsible Parties to view their deficiencies and report correction of open items, especially when there are many OPN items scattered throughout a long inspection or punch list.