Setup Sharing Account: Architect and Client/Owner

This is how to set-up sharing of architect and client/owner.  The partner has their own account but uses the GC account for the project, checklist, and selection process.

This approach is appropriate when the client/owner is a casual FTQ360 user and wants things simple. 

This is an alternative to using a restricted user in the GC account when the correction workflow needs more control and the GC needs to limit client access to internal correction processes.

This setup will

• The client/owner logs into their own account
• Inspections are created in the client owner account using selections from the GC account.
• The inspections appear on the GC account and on the dashboards and reports.
• The GC account can view the inspection and respond to open issues and set ready for review in the role of a restricted user. Optionally, the GC account can make a copy of the inspection if they want to assign responsibility to subcontractors
• The client/owner can view see ready for review items on dashboards and reports. 
• When the client/owner sets the items to QC they are closed are no longer open items in either account.

1. In the client/owner account add a Responsible Party for the GC account with the id in the name.
2. Do not add client/owner projects (will use GC’s).
3. In the client/owner responsible party setup …In “My Shared Projects select “Share all …”. In “MY Shared Checklists” select “Share all …”.  In Partner Projects select “Accept all…”  and In Partner Checklists select “Accept all …”
4. Deactivate all checklists, the company responsible party (D1), and all other responsible parties.

1. In the GC account add a checklist dedicated for use by the client/owner.
2. In the GC account add a responsible party with a name and id of the client/owner account. Uncheck “Active”.
3. In the GC account “My Shared Projects” select “Share only …” and select the project. In “MY Shared Checklists” select “share only…” and select the checklist to be used by the partner. In Partner Projects select “Accept only …” (none) and In Partner Checklists select “Accept only …” (none) and  In “Share Summary” check “Allow Partner to Edit Shared Inspections”, press the “Invite” button, enter your personal email and press “Invite”

1. Login to the client/owner account.  Click the link at the bottom of the email. On the share data screen choose the Responsible Party .

7. Test by creating an inspection in the client/owner account using a shared checklist.

Tips:

• As configured, the creation of the responsible party in the GC account is only a vehicle for sharing data with the client/owner account.  It will not appear on selections. 
• On either account, “Active” responsible parties behave as normal responsible parties for inspecting and reporting purposes (sharing features remain). 
• The shared checklist can have any inspector, any responsible party, any project or phase.
• Name responsible parties with the name of the account and id#.  It makes it easier it understand where data is coming from.
• Be aware that an invite has a unique key code that invalidates all previous invitations.
• One sharing link between accounts is permitted.
• If either account unchecks “Sharing Enabled” all sharing between accounts stops.
• Keep checklist and checkpoint codes consistent among the GC accounts.   Analytics under development will recognize frequency of issues by checklists and checkpoints by their codes.
• Include relevant CA ‘checklists’ in the sharing of checklists in step 6, for example nonconformance reports and safety violations.  Because these can occur on any inspection leave My Shared Projects to “share all…”.
• If is more efficient if you use default browser for the client/owner account and a second browser for working with the GC accounts.