To send a quote request from RiskWise you will first need to navigate to the action details of the action.
On the right hand side of the screen the option ‘Issue to Elogbooks’ will appear as shown below
Once selected a pop-up will appear and ask you to confirm what you wish to send. Click ‘Quote Request’ to send this over to Elogbooks – you will need to fill in the details of what you are requesting the service provider/s to quote for in the text boxes provided.
Choose the service provider/s that you are sending the request to.
Any documents uploaded in this window will be transferred to the record on Elogbooks. Up to ten documents can be uploaded at a time. NOTE: These will be visible to other service providers so do not upload sensitive documents.
Once completed click ‘Save’ which will send Requests/documents to Elogbooks. In the Action Details a new tab will show titled ‘Elogbooks Details’.
NOTE: All updates either way will take up to 10 minutes to appear on the system.
When it has been updated in Elogbooks this will change the status to ‘In Progress’, or ‘Completed’
once the service provider has confirmed the details.
Please note that any documents related to jobs and quotes attached on Elogbooks will not be sent to RiskWise via the data transfer.
In the ‘Elogbooks Details’ tab a hyperlink to the record on Elogbooks is shown – if you click on this you can view the record and documents but you will be asked to login with your Elogbooks login details first.
An email can be set up to notify you when a quote has been completed. For more details please speak to your system administrator.