Accepting Inspection List Assignments

When you receive work from another clixifix® customer, it will appear in your account as an Assignment. Once you accept the assignment, a corresponding Defect and/or Inspection List will be created in your account. The assignment serves as a direct link between both accounts, allowing you to communicate and collaborate with each other.  

Step 1: From the Assignments tab review the Defects and accept or reject as necessary. 

Step 2: You’ll be taken to create the Inspection List in your account. If the Scheme and Plot already exist in your account—or if you’ve had an assignment for that plot before—this will auto-populate.

If the details don’t appear you can quickly create a new scheme or plot by selecting 'Create a new Scheme' or 'Create a new Plot'. A pop-up will open right on the page so you can add the information without having to navigate away.

Step 3: Review contact information which has pulled through from the Assignment, if required you can amend this. Full name is a mandatory field and cannot be left blank. Contact number must be a valid phone number or left blank.

Step 4: Select the List Type. Deadline date can also be selected however is not mandatory. 

Here it is noted what the List Type, Deadline Date and KPIs the sending account has set. You will be able to review your KPIs against the Senders to ensure you are allowing yourself the correct time to complete the Defects.

Step 5: Select the Defect Category. Priority and Description can be amended if required. These are all mandatory fields. 

Step 6: Click Accept. 

If your Priority level exceeds the Deadline Date applied to the list, a warning message will appear on the Defect. You can edit the deadline by selecting Edit, or you can edit the Priority by selecting the pencil icon in the Actions column.