Share NCRs with a client
Share a standard NCR with the client on that project, and read the comment they send back.
Assignar turns HSEQ on for your organisation. Sharing needs Manage HSEQ issues on the NCR, and Configure HSEQ for the project default. The client does not need an HSEQ permission. They see the NCR from their own NCRs item.
Only a standard NCR can be shared. An Observation, Punch List Item, Incident or restricted record has no Share with client switch. Turning the switch on for anything else shows Only NCRs can be shared or This NCR cannot be shared.
Share new NCRs on a project
Open the project. With Configure HSEQ, turn on Share new NCRs. You see Saved. New standard NCRs on that project are shared when they are raised. NCRs already on the project keep the share setting they already have.
If the save fails you see Could not save.
Share one NCR
Open the NCR. Turn on Share with client. Turn it off to stop sharing it. The client's NCRs list updates to match.
If someone else saved the NCR first, you see This NCR changed. Reload and try again.
What the client sees
The client opens NCRs. The empty list reads No NCRs. Open one to read the status, severity, discipline, disposition and close reason.
They add a note under Comment, then select Comment. An empty note shows Write a comment. They cannot edit the NCR, assign it, or close it.