{"metadata":{"image":[],"title":"","description":""},"api":{"url":"","auth":"required","results":{"codes":[]},"settings":"","params":[]},"next":{"description":"","pages":[]},"title":"Use ArchiSnapper to collaborate with assigned contacts","type":"basic","slug":"use-archisnapper-to-collaborate-with-other-parties","excerpt":"","body":"With ArchiSnapper you can document observations, together with photos, location pointers, assignees, and more.\n\nThere are 4 ways to communicate these items with other parties:\n\n1) Email the list of items in PDF format to your contacts\n2) [Filter and group](https://app3.archisnapper.com/account/checklist_items?lang=en) observations and share the filtered list. [More info in this helpdoc.](https://docs.archisnapper.com/docs/how-to-share-issues-and-observations-with-non-arch)\n3) Schedule [automated weekly emails](https://docs.archisnapper.com/docs/send-assignees-weekly-emails-with-open-items) to assignees, with their open items.   \n4) Invite assignees to give feedback on the items assigned to them, _within ArchiSnapper_. In this help doc, we’ll explain how this works.\n\nThis option will enable you to collaborate on items within ArchiSnapper instead of over phone calls, emails, WhatsApp messages, ...\n\n## Invite contacts to collaborate\n\n* Go to the [central contacts list](https://app3.archisnapper.com/contact_details?lang=en) in your online account\n* Search for the contact you want to invite for collaboration\n* Invite contacts by clicking on \"invite to give feedback on items\" below their name\n\n_Note: only ADMIN users can do this._\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/d902192-1.png\",\n        \"1.png\",\n        1280,\n        740,\n        \"#d8dada\"\n      ]\n    }\n  ]\n}\n[/block]\nYour invited contacts will receive an invitation email. By clicking on the link in that email they’ll create a *free* ArchiSnapper account. Next, they'll need to click on \"Projects you are invited to\" (right top corner)\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/301a691-2.png\",\n        \"2.png\",\n        1280,\n        740,\n        \"#d1d2d1\"\n      ]\n    }\n  ]\n}\n[/block]\nNow they will see:\n* The list of projects in which they are collaborating\n* The number of pending _[not ok]_ and solved _[ok]_ items assigned to them for each project\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/9e29f55-3.png\",\n        \"3.png\",\n        1280,\n        740,\n        \"#bfbfbf\"\n      ]\n    }\n  ]\n}\n[/block]\nThey can also access the list on a mobile device:\n* Download the ArchiSnapper app from the app store or Play Store\n* Log in\n* Tap on the menu icon (left top corner)\n* Tap on \"see invited projects\"\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/109a1d7-8.png\",\n        \"8.png\",\n        1280,\n        740,\n        \"#eeefef\"\n      ]\n    }\n  ]\n}\n[/block]\nThey'll now see the same list of projects and items assigned to them:\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/001e5fd-9.png\",\n        \"9.png\",\n        1280,\n        740,\n        \"#edeeef\"\n      ]\n    }\n  ]\n}\n[/block]\n## How can assignees use ArchiSnapper?\n\nThey can't:\n* add or edit any observations\n* access items that are not assigned to them\n* change the status from NOK to OK\n\nThey can:\n* access items _assigned to them_\n* filter on Project, OK/NOK, TO DO/DONE ...\n* give _feedback_ on pending items\n* add text and images in the discussion\n* send an item for approval by changing the feedback status from TO DO to DONE\n\n**1 - Overview of assigned items & filter options**\n\nBy filtering on item status 'NOK' and feedback status ‘To Do’ they will get a view of all pending items that require action.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/8a982a4-4.png\",\n        \"4.png\",\n        1280,\n        740,\n        \"#05090c\"\n      ]\n    }\n  ]\n}\n[/block]\nIn the mobile app, the items are automatically sorted by project.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/cd0b4a5-9.png\",\n        \"9.png\",\n        1280,\n        740,\n        \"#edeeef\"\n      ]\n    }\n  ]\n}\n[/block]\n**2 - Provide feedback with text and photos**\n\nWhen a task has been done, they can (online or with the App) write text, eg “this has been solved” and insert photos:\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/f1e561c-11.png\",\n        \"11.png\",\n        1280,\n        740,\n        \"#060606\"\n      ]\n    }\n  ]\n}\n[/block]\n**3 - Ask for approval by changing the feedback status from TO DO to DONE**\n\nThey can change the feedback status from TO BE DONE to DONE after which it will be sent for approval:\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/77a6998-12.png\",\n        \"12.png\",\n        1280,\n        740,\n        \"#101113\"\n      ]\n    }\n  ]\n}\n[/block]\n_Note: the item will be sent for approval, but the status of the item remains ‘NOT OK’ until you actually approve it._\n\n## How to review actions taken by collaborators?\n\n### In the _online account_\n* go to your “[all observations table](https://app3.archisnapper.com/account/checklist_items?lang=en)” \n* filter out all observations with status 'NOK' and 'feedback status’ DONE - you can also add other criteria\n* tap on the chat icon to review the feedback notes and pictures the contact left you\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/afa9e39-collaboration_helpdoc.png\",\n        \"collaboration helpdoc.png\",\n        1280,\n        740,\n        \"#dedfdf\"\n      ]\n    }\n  ]\n}\n[/block]\n*Is the item solved?*\n* change the status to \"OK\"\n* or approve it, by tapping on DONE which will change the status from NOK to OK\n\n*Not OK yet?*\n* reply and mark it as 'To Do' again\n* leave the status on \"NOK\"\n\n### In the _mobile app_\n* tap on the project name and then on 'Collaborate'\n* you'll see all the items for that project\n* you can now filter on status, assignee, observation name or section\n* change the status from NOK to OK when an item is solved\n* change the status to TO DO and add feedback if needed\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/f5520da-13.png\",\n        \"13.png\",\n        1280,\n        740,\n        \"#eff0f0\"\n      ]\n    }\n  ]\n}\n[/block]\n## Overview and notifications\n\n* You can enable the option to receive a daily summary mail containing all activity of the previous day: in your [account settings](https://app3.archisnapper.com/user_settings/edit?lang=en) (_Subscribe to daily summary emails_)\n* Or you can review all activity in the ‘[Collaboration activity](https://app3.archisnapper.com/account/public_activity?lang=en&show_self_activity=false)’ page in your online account.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/ca8f4a2-7.png\",\n        \"7.png\",\n        1280,\n        740,\n        \"#0a1014\"\n      ]\n    }\n  ]\n}\n[/block]\nHere you get a quick overview of how this function works:\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/5554b73-animation5.gif\",\n        \"animation(5).gif\",\n        1280,\n        720,\n        \"#eeefef\"\n      ]\n    }\n  ]\n}\n[/block]","updates":[],"order":13,"isReference":false,"hidden":false,"sync_unique":"","link_url":"","link_external":false,"_id":"5b5f23d7e7da19000353ab56","project":"54870ea47810260b001c36ab","version":{"version":"1.0","version_clean":"1.0.0","codename":"","is_stable":true,"is_beta":false,"is_hidden":false,"is_deprecated":false,"categories":["54870ea57810260b001c36af","5487116f7810260b001c36b5","548711797810260b001c36b6","548711807810260b001c36b7","548713127810260b001c36bd","548713247810260b001c36be","548713aa7810260b001c36c0","548713c2f907080b00fc49d5","548713eef907080b00fc49d9","54871a0db3441a1f00f20d78","54871b15b3441a1f00f20d7e","54871cbeb3441a1f00f20d87","548817fac178b40b00aa2eec","558a6dd975eaf50d004e4bf5","558a6e37dbe5b63700f8d1fe","56795d8c07bf6a0d0083ee9e","583e9d764ced340f00b05a5c","5d1f3f70b4648901728803b7","5d22f7db4c9e14005111e34f","5d22fa62a541770012a07464"],"_id":"54870ea57810260b001c36ae","createdAt":"2014-12-09T15:00:53.237Z","project":"54870ea47810260b001c36ab","releaseDate":"2014-12-09T15:00:53.237Z","__v":20},"category":{"sync":{"isSync":false,"url":""},"pages":[],"title":"More features","slug":"more-features","order":1,"from_sync":false,"reference":false,"_id":"583e9d764ced340f00b05a5c","project":"54870ea47810260b001c36ab","version":"54870ea57810260b001c36ae","createdAt":"2016-11-30T09:35:50.177Z","__v":0},"user":"54870d54f907080b00fc49cd","createdAt":"2018-07-30T14:42:31.345Z","githubsync":"","__v":0,"parentDoc":null}

Use ArchiSnapper to collaborate with assigned contacts


With ArchiSnapper you can document observations, together with photos, location pointers, assignees, and more. There are 4 ways to communicate these items with other parties: 1) Email the list of items in PDF format to your contacts 2) [Filter and group](https://app3.archisnapper.com/account/checklist_items?lang=en) observations and share the filtered list. [More info in this helpdoc.](https://docs.archisnapper.com/docs/how-to-share-issues-and-observations-with-non-arch) 3) Schedule [automated weekly emails](https://docs.archisnapper.com/docs/send-assignees-weekly-emails-with-open-items) to assignees, with their open items. 4) Invite assignees to give feedback on the items assigned to them, _within ArchiSnapper_. In this help doc, we’ll explain how this works. This option will enable you to collaborate on items within ArchiSnapper instead of over phone calls, emails, WhatsApp messages, ... ## Invite contacts to collaborate * Go to the [central contacts list](https://app3.archisnapper.com/contact_details?lang=en) in your online account * Search for the contact you want to invite for collaboration * Invite contacts by clicking on "invite to give feedback on items" below their name _Note: only ADMIN users can do this._ [block:image] { "images": [ { "image": [ "https://files.readme.io/d902192-1.png", "1.png", 1280, 740, "#d8dada" ] } ] } [/block] Your invited contacts will receive an invitation email. By clicking on the link in that email they’ll create a *free* ArchiSnapper account. Next, they'll need to click on "Projects you are invited to" (right top corner) [block:image] { "images": [ { "image": [ "https://files.readme.io/301a691-2.png", "2.png", 1280, 740, "#d1d2d1" ] } ] } [/block] Now they will see: * The list of projects in which they are collaborating * The number of pending _[not ok]_ and solved _[ok]_ items assigned to them for each project [block:image] { "images": [ { "image": [ "https://files.readme.io/9e29f55-3.png", "3.png", 1280, 740, "#bfbfbf" ] } ] } [/block] They can also access the list on a mobile device: * Download the ArchiSnapper app from the app store or Play Store * Log in * Tap on the menu icon (left top corner) * Tap on "see invited projects" [block:image] { "images": [ { "image": [ "https://files.readme.io/109a1d7-8.png", "8.png", 1280, 740, "#eeefef" ] } ] } [/block] They'll now see the same list of projects and items assigned to them: [block:image] { "images": [ { "image": [ "https://files.readme.io/001e5fd-9.png", "9.png", 1280, 740, "#edeeef" ] } ] } [/block] ## How can assignees use ArchiSnapper? They can't: * add or edit any observations * access items that are not assigned to them * change the status from NOK to OK They can: * access items _assigned to them_ * filter on Project, OK/NOK, TO DO/DONE ... * give _feedback_ on pending items * add text and images in the discussion * send an item for approval by changing the feedback status from TO DO to DONE **1 - Overview of assigned items & filter options** By filtering on item status 'NOK' and feedback status ‘To Do’ they will get a view of all pending items that require action. [block:image] { "images": [ { "image": [ "https://files.readme.io/8a982a4-4.png", "4.png", 1280, 740, "#05090c" ] } ] } [/block] In the mobile app, the items are automatically sorted by project. [block:image] { "images": [ { "image": [ "https://files.readme.io/cd0b4a5-9.png", "9.png", 1280, 740, "#edeeef" ] } ] } [/block] **2 - Provide feedback with text and photos** When a task has been done, they can (online or with the App) write text, eg “this has been solved” and insert photos: [block:image] { "images": [ { "image": [ "https://files.readme.io/f1e561c-11.png", "11.png", 1280, 740, "#060606" ] } ] } [/block] **3 - Ask for approval by changing the feedback status from TO DO to DONE** They can change the feedback status from TO BE DONE to DONE after which it will be sent for approval: [block:image] { "images": [ { "image": [ "https://files.readme.io/77a6998-12.png", "12.png", 1280, 740, "#101113" ] } ] } [/block] _Note: the item will be sent for approval, but the status of the item remains ‘NOT OK’ until you actually approve it._ ## How to review actions taken by collaborators? ### In the _online account_ * go to your “[all observations table](https://app3.archisnapper.com/account/checklist_items?lang=en)” * filter out all observations with status 'NOK' and 'feedback status’ DONE - you can also add other criteria * tap on the chat icon to review the feedback notes and pictures the contact left you [block:image] { "images": [ { "image": [ "https://files.readme.io/afa9e39-collaboration_helpdoc.png", "collaboration helpdoc.png", 1280, 740, "#dedfdf" ] } ] } [/block] *Is the item solved?* * change the status to "OK" * or approve it, by tapping on DONE which will change the status from NOK to OK *Not OK yet?* * reply and mark it as 'To Do' again * leave the status on "NOK" ### In the _mobile app_ * tap on the project name and then on 'Collaborate' * you'll see all the items for that project * you can now filter on status, assignee, observation name or section * change the status from NOK to OK when an item is solved * change the status to TO DO and add feedback if needed [block:image] { "images": [ { "image": [ "https://files.readme.io/f5520da-13.png", "13.png", 1280, 740, "#eff0f0" ] } ] } [/block] ## Overview and notifications * You can enable the option to receive a daily summary mail containing all activity of the previous day: in your [account settings](https://app3.archisnapper.com/user_settings/edit?lang=en) (_Subscribe to daily summary emails_) * Or you can review all activity in the ‘[Collaboration activity](https://app3.archisnapper.com/account/public_activity?lang=en&show_self_activity=false)’ page in your online account. [block:image] { "images": [ { "image": [ "https://files.readme.io/ca8f4a2-7.png", "7.png", 1280, 740, "#0a1014" ] } ] } [/block] Here you get a quick overview of how this function works: [block:image] { "images": [ { "image": [ "https://files.readme.io/5554b73-animation5.gif", "animation(5).gif", 1280, 720, "#eeefef" ] } ] } [/block]