Add an option to return unused documents

Add an option to return unused documents. The only option contractors have for the moment is to upload a blank file.

  • Valerie St-Georges
  • Sep 7 2022
  • Already exists
Meridian Portal
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  • Valerie St-Georges commented
    24 Mar, 2023 04:50pm

    Hi Richard,

    Our contractors get the same screen. Yes we can have a call to discuss on this.

    Thanks,

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  • Admin
    Richard Waaijer commented
    24 Mar, 2023 04:47pm

    Hi Valerie,

    I believe there is a misunderstanding: the video shows the document controller's screen where documents have been sent out to a contractor. I suggest we schedule a call to clarify the use case.

    Best regards,

    Richard

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  • Valerie St-Georges commented
    22 Mar, 2023 06:25pm

    .

    Unused files.mp4
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  • Valerie St-Georges commented
    22 Mar, 2023 06:24pm

    Hi Richard,
    We have tested this method (please see attached video). But this is not working as there is a red dot. This means there is mandatory properties not fill. So the contractor is not able to edit and submit the documents. So we need a new option button for the contractors to be able to send unused documents please.

    Thank you,

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  • Valerie St-Georges commented
    24 Nov, 2022 03:43pm

    Thanks Richard! We will try this way, it will be much easier for our contractors.

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  • Admin
    Richard Waaijer commented
    23 Nov, 2022 11:22am

    Hi Valerie, for the contractor the option is to return all three untouched, this can be done directly from the packages page. I have amended the document with additional screen shots on the last page.

    Best regards,

    Richard Waaijer

    Product Management Accruent

    Contractor can ...
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  • Valerie St-Georges commented
    31 Oct, 2022 05:19pm

    Hi Richard, thanks for the clarification. One more question: let say the package contains 3 documents and none of them are modified. What is the option for the contractor to send them back to us?

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  • Admin
    Richard Waaijer commented
    31 Oct, 2022 04:55pm

    Hi Valerie,

    Apologies, I missed this request. please find attached word document with screenshots. In case this does not work for you, please contact our support department.

    Best regards,

    Richard Waaijer

    Product Management Accruent

    Contractor can ...
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  • Valerie St-Georges commented
    20 Oct, 2022 05:09pm

    Hi Richard, would you be able to provide screenshots or videos so we can tell our contractor how to proceed?

    Thanks,

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  • Valerie St-Georges commented
    6 Oct, 2022 02:44pm

    Hi Richard,

    Can you please send us some screen shot so we can tell our contractor how to proceed? Thanks,

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  • Admin
    Richard Waaijer commented
    6 Oct, 2022 10:17am

    Hi Valerie,

    Thanks for your suggestion, but I believe this is available to you already.

    In 2020 the option was added: Unchanged documents that were sent to a contractor for revision may now be included in packages along with draft documents returned to the document controller for review. Previously, only draft documents could be returned.

    Furthermore, when a contractor returns a document unchanged from Portal to Meridian, it is possible to take a decision what to do (e.g. revoke the workflow).

    I believe this would fullfill this need, and I will close this request. Please let me know if you have any further requests.


    Best regards,

    Richard Waaijer

    Product Management Accruent


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