Can I nominate a member of our team (Operative) to respond to an Inspection List?

Modified on Wed, 25 Nov 2020 at 11:09 AM

From the Inspection List view page navigate to the contractors tab.

You have the option to nominate either a Sub-Contractor or a member of your team to respond to the defect or repair.

Step 1: Choose Nominate Team Member radio button.

Step 2: Choose the Team Members name from the drop box and select Nominate.

Step 3: Provide a detailed description of what is required to repair the respective defect or issue and tick the relevant box(es) to assign the defects to that Team Member.

Step 4: Select Save and Send Now.

When you NOMINATE a Team member:

The date/time nominated will be recorded
An email with a summary and the instruction will be sent to that team member.

The Team member will be required to log-in with their details to to accept or reject the Job as described in the instruction.

Step 1: If accepted, this will be logged and an email sent to the Principal Contractor or House builder admin / Account owner to alert.

Step 2: This will be logged as the date/time instructed.

If rejected, this will be logged and an email sent to the Principal Contractor or House builder to alert.
On rejection the Team member will specify the reasons why they won’t do the works required.
On Rejection, the Admin User will go back to NOMINATE another Team member using the ticket wizard and the same workflow will apply.