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Add Team Members
Steps
- Access the Inspection Management Overview for the asset containing the inspection to which you want to add a team member.
- Select the Inspection Assets tab, and then select the Equipment ID for the asset containing the inspection to which you want to add a Team Member.
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Select the Inspections tab, and then select the Inspection ID for the inspection to which you want to add a Team Member.
The Inspection Overview workspace appears, displaying the Inspection Data section.
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In the workspace heading, select the Team Members tab.
The Team Members section appears, displaying a grid.
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In the Team Members section, as needed, enter values in the available fields.
- In the Full Name box, select the name of the Team Member that you want to add.
- Optionally, in the Applicable Certification box, select the type of certification held by the selected Team Member.
Note: To complete the following fields, the Applicable Certification field must contain a value.
- Optionally, in the Certification ID box, enter the identification value for type of certification held by the selected Team Member.
- Optionally, in the Certification Expiry Date box, select to choose the expiration date of the selected Team Member's certification.
- Select .
A new team member is added and is linked to the selected inspection.
Tip: You can repeat these steps to add multiple Team Members for the selected Inspection.
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