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How to setup default contractors for defects?

Automatic assignment of defects to a contractor can be setup in the following manner.

1. In the Project Center Module, select the project.

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2. Under Setup Wizard, click on the 6.Defect Master List.

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3. Click on the export cloud icon in the top blue bar and select "Link with Subcons". 

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4. This Excel file provides the option to assign a specific Contractor for each Defect Type. For each Defect Type please fill in the name of the Contractor Company in the Contractor column.

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When a Defect will be lodged, the Contractor will be automatically assigned to this Defect.

Remarks:

  • Only one Contractor can be assigned to one Defect Description.
  • The "CC" column allows other Contractors to see the Defect but they will not be able to take any action on it.
  • You can assign one Contractor for all the Descriptions under the same Defect Type by filling the name of the Contractor in the first line without description.

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5. To import the list inside the system, click on the import cloud icon in the top blue bar, select "Master List vs Subcons" and download the completed Excel File. 

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After the Setup, in the Quality Module, under Settings - Defect Master List. You will be able to see for each Defect Type the Default Contractor assigned to it.

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Remark: 

If a Defect Type doesn't have assigned Contractor after the Setup Phase, when you will assign for this Defect a Contractor for the first time, the system will automatically assign him to that Defect Type for future Defects.

 

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