REGIONAL ACCOUNTS SHARE ALL WITH A CORPORATE ACCOUNT
Corporate account consolidates real-time inspection and punchlist data from all regional accounts. Consolidated data is seen as if you were on the regional 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
Regional Account Setup for sharing with corporate account
- Login to Regional Account
- Setup Corporate as a new Responsible Party. Tag with #SP so is easy to find
- 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
- 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 regional account
- First login to Corporate Account on your default browser
- Open email and click the sharing link. In the dialog create the regional account as a Responsible Party. Do not check reports. Tag with #SP so is easy to find.
- Setup the region as 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
- 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
- “NONE” for Shared Projects, Phases, Equipment, Category, and Checklists.
- “All for other shared objects
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