Once you confirm which service provider to use, either by identifying the best quote or if already confirmed you can then proceed with a ‘Job instruction’.
To send this you will need to navigate to the Action Details screen and click on the same icon as shown earlier in this document ‘Issue to Elogbooks’.
This will present you with a pop-up you will need to fill in the details of what you are requesting the service provider to complete in the text boxes and drop-downs provided.
Any documents uploaded in this window will be transferred to the record on Elogbooks. These will be visible to other service providers so do not upload sensitive documents.
Once completed click ‘Save’ this will be sent over to Elogbooks
All updates either way will take up to 10 minutes to appear on the system.
In the Action Details the tab will show titled ‘Elogbooks Details’ – if you have already sent quote
Requests out for this action this tab will already have some details within it but a new table will be created to show the status updates for the Job instruction.
Once a job has been completed on Elogbooks this will not complete the action on RiskWise but will show in the Elogbooks details to confirm. The action will need to be completed on RiskWise once the information has been reviewed to confirm it can be closed.
An email can be set up to notify you when a job has been completed. For more details please speak to your system administrator.
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.