ADD THE FOREMAN AS A RESPONSIBLE PARTY
- Go to Setup > Foreman Setup Process.
- Click "Add" and enter Foreman name and email address.
- Click "Save."
ADD THE FOREMAN AS A USER
- Go to Setup > Administration > User Setup Process
- Click "Add" and enter user name, first & last name, and email address
- Select the "Affiliation" drop-down and find Foreman's name.
- Select "Inspector Type" as Foreman.
- Click "Save."
- Select "Permissions" from the process menu on the left hand side of the screen
- Find the user you just created
- Click the Restricted box. Foreman should have "Inspect", “Edit Insp.” and “Restricted” boxes checked
- Click "Save."
SELECT THE FOREMAN AS A PROJECT FOREMAN
- Go to Setup > Project Setup Process
- Select the Project associated with the Foreman
- Select "Project Foreman" in the Process Menu on the left hand side
- Find the new user's name, and select the checkbox to the left of the user name
- Click "Save."
SELECT THE FOREMAN AS A PROJECT INSPECTOR
- Follow steps 13. and 14. above
- Select "Project Inspector" in the Process Menu on the left hand side
- Find the Foreman’s name, and select the checkbox to the left of the user name
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