PROJECT ACCOUNTS SHARE ALL WITH A CORPORATE ACCOUNT
Corporate account consolidates real-time inspection and punchlist data from sharing project accounts. Consolidated data is seen as if you were on the project account.
- “Recent Inspections” listing grid
- Priority Dashboard
- Interactive reports for inspections and Open Items. (Performance and QC reports are coming).
- All on-line reports
- All automatic scheduled reports
- Coming: Archive inspection list, all interactive reports
Project Account Setup for sharing with corporate account
- Login to Project Account (can use alternate browser such as Firefox to have two accounts open at once. Corporate account should be open in Chrome (default) browser)
- Setup Corporate as a new Responsible Party. Tag with #SP so is easy to find
- Select new Corporate RP.
- Set the Responsible Party Sharing screens:
- My shared projects: All and future
- My Shared checklists: All and future
- Partner Shared Projects: Accept all current and future Projects
- Partner Checklist: Accept all current and future Checklists
- On Sharing summary screen verify
- Checkboxes: Sharing Enabled is checked, Partner has enabled is grey, rest are unchecked
- Include Partner Items in Selection Lists – select box if project is using corporate checklists and projects.
- Allow Partner to Edit Shared Inspection – select box if corporate will need to edit shared inspection.
- Use Partner’s Common Checkpoints – select box if project is using corporate checklists.
- All shared objects are “ALL”
- Click Invite button. Put your email address in the email field, press invite button.
Corporate Account Setup to accept sharing from project account
- Login to Corporate Account on your default browser
- Setup Project as new Responsible Party. Tag with #SP so is easy to find
- Open email and click the sharing link. In the dialog, select “Affiliate with existing subcontractor”. Select new Project Responsible Party.
- Setup the Corporate Account new Responsible Party. Sharing screens:
- My shared projects: Share only selected projects. Toggle select all to select none.
- My Shared checklists: Share only selected Checklists. Toggle select all to select none.
- Partner Shared Projects: Accept all current and future Projects? What if the project is setup just to use the Corporate Account checklists?
- Partner Checklist: Accept all current and future Checklists? What if the project is setup just to use the Corporate Account projects?
- On Sharing summary screen verify
- Checkboxes: Sharing Enabled is checked, Partner has enabled is grey, rest are unchecked
- “NONE” for Shared Projects, Phases, Equipment, Category, and Checklists.
- “All for other shared objects
PROJECT ACCOUNTS SHARE DAILY SAFETY INSPECTIONS WITH A CORPORATE ACCOUNT
CORPORATE ACCOUNT SHARES SAFETY AUDITS WITH PROJECT ACCOUNT
Comments
0 comments
Please sign in to leave a comment.