Inspections - Edit Project Contact Information
Updated
Suggested Prior Reading
Inspections - Add/Edit/View - People
Edit People/Project Contacts
People can be added to Inspection Schedules as Assignees, Points of Contacts or people that information is distributed to.
People on Inspections will also be in the Project Contacts (Other) List. If information needs to be changed about those people, it can either be changed in the Project Contacts (Other) List or it can be edited directly from the Inspection Add/Edit/View form. Regardless of where it is edited, the contact is also updated in the Global Contacts List or User List (and impacts any other Projects assigned that Contact). For example, if the email is changed, it will be changed for all projects that have that Contact.
- Access the Inspections - Add/Edit/View form, see Inspections - Add/Edit/View.
- Navigate to the People section. There will be three sections where People can be assigned:
- Assigned To
- Distribute To
- Point of Contact
If no contacts have been added in a section, it will indicate "No Contacts Selected", otherwise the Contacts are listed. There may be more than one Contact in each section.
- To edit the information about the Project Contact, click on the Contact Name. The Contact Name is displayed in blue text.
The Edit Project Contact form appears.
This form will differ depending on the User Type; Company User Type or Guest User Type.
For Company User Types, see Edit Project Contact - Company User Types.
For Guest User Types, see Edit/View Project Contact - Guest User Types.
- Edit the information as required.
- Click the Save
button when all the changes have been made.
OR
Click the Cancel
button to not make the changes.
OR
If editing an Inspection, the Inspection can be deleted directly from this form, click the Delete
button.
The Inspection add or view/edit form appears.
More Information
Add people to Inspections, see Inspections - Add/Edit/View - Add People.
Remove people from Inspections, see Inspections - Add/Edit/View - Remove People.
Change the Inspection Notifications for People, see Inspections - People - Change Notifications.
Next Steps
For more information on the General Information, see Inspections - Add/Edit/View - General Information.
For more information on Attachments, see Inspections - Add/Edit/View - Attachments.
For more information on the Inspection Items, see Inspections - Inspection Items.
To email the Inspection along with a PDF of the Inspection as an attachment, see Inspections - View/Edit - Email.
To export the Inspection to PDF format for printing or filling out via PDF form applications, see Inspections - View/Edit - Export.
To delete the Inspection, see Inspections - Delete.
