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Coordinator
Coordinator · Project coordination
Keep one Project code from the customer enquiry through handover; prepare quotations, measurements and delivery/installation schedules.
Start atMy account → Projects / Sales
Cannot approve fabrication measurements, record QC, reserve/issue stock or record costs.
Tasks for your role
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- 1Your account and projects to coordinateCheck your Coordinator account, find the right Project and keep one project code throughout coordination.5 steps · Coordinator
- 2From customer enquiry to delivery and handoverKeep the same project code through quotations, measurements, production and delivery/installation scheduling; handle follow-up requests through the appropriate workflow.7 steps · Coordinator
Workflows you take part in
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- 03From a customer enquiry to an agreed quotationCreate a job from the customer’s enquiry, finalise its quoting measure and record the customer’s decision under the same Project code.8 steps
- 04Approve the measure used for productionReview and approve the exact fabrication measure revision that the coordinator will use as the basis for production.5 steps
- 05Quote for a change in scopeSend a quotation for changed scope after the original is Won, and record the customer’s decision while retaining the original quotation.5 steps
- 06Produce, check quality and carry out reworkCarry out approved scope, record production data and have an independent person check quality before delivery.9 steps
- 08Deliver, install and hand over the projectRecord delivery, installation and the actual customer outcome; close eligible visits and hand over the ready project.7 steps
- 09Track a subcontract package under the parent projectRecord outsourced work under the parent project, follow its outcome and allocate the cost to the correct project.6 steps
- 12Reuse off-cuts, approve rewards and record paymentKeep the off-cut’s origin, reuse it on another job and follow the reward from its approved table to recorded external payment.10 steps
- 13Receive and resolve a warranty complaintTrace the complaint to the original job, decide coverage and retain the remedy, customer confirmation and any later reopening.5 steps
- 14Correct errors while preserving the source historyChoose the correction appropriate to the source record, state the reason and preserve its earlier links.7 steps
Browse screenshots
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