A ship profile can have four stages during the review process:
- Pending Acceptance: A review request has been sent but has not yet been accepted by the owner.
- In progress: The owner has accepted the review request and is currently filling out the questionnaire.
- Pending Confirmation: The ship profile has been completed by the owner and is now under review by the charterer.
- Confirmed: The charterer has reviewed and accepted the ship profile.
During the review process, the ships card (as shown on the Ship profiles page) is shown a little differently depending on the stage of the verification. The following demonstrates how the ship card changes from being received to being confirmed.
As seen by the user requesting the review
As seen by the reviewer
Each ship profile can have one ongoing review process at a time which is displayed under the Questionnaire tab in the ships profile. Users get slightly different view on the process depending on their role.
Request a review
To request a review of a ship profile, begin by selecting a questionnaire template that matches your criteria.
After selecting a template, a request form will appear. Be sure to fill out the recipient's email address and the questionnaire's due date, both marked in red below. During the review process, you can also add a message to the recipient or choose a pre-made message template.
Message templates can be added by Ankeri upon request. A template gives a pre-defined message and can determine if the share should include a review request. Please contact support@ankeri.net for template configuration.
Each ship profile can have one ongoing review process at a time which is displayed under the Questionnaire tab in the ship profile. There they will also be able to see finished and archived questionnaires for that profile. Users get slightly different view on the process depending on their role.
Pending acceptance
When a request for review has been initiated, the user requesting the review, requester will have the following view on the process.
The ships profile will then be added to the receiver of the review request, the reviewer's questionnaire overview allowing them to access the shared profile directly.
During this process, the requester can extend the questionnaire's due date by one week as well as having the option to archive the questionnaire completely.
The reviewer will then have the option to Accept the request to review, which will trigger a notificationto the requesting user and officially commence the review process.
Note that the reviewer can only begin editing the ship profile once the review request has been accepted.
In progress
Once the reviewer accepts the review request, the status will change from Pending Acceptance to In Progress, as shown in the screenshot below. At this point, the reviewer must complete all required fields before the questionnaire can be confirmed.
- Confirmation button will become active once all required fields have been filled out.
- Text with number of required fields remaining to be filled out provides a link to the Specification showing the fields, this also applies to the file tags.
Both requester and reviewer have the option to leave comments on the process as well as invite other people to contribute on the questionnaire. Additionally, the reviewer has the option to either create a new copy of the ship profile or update an existing copy if it already exists.
Once a request for a review has been accepted by reviewer, an administrator on requester's end can bypass the procedure and confirm questionnaire at any time.
Pending confirmation
Once a ship profile has been completed by the reviewer, the requester can either Confirm questionnaire which takes it to Confirmed status or Reopen with comments which takes it to In progress status and shows the comment to the reviewer. The reviewer
Note that all users with rights to share a profile at the requester's company can confirm the questionnaire or send it back with comments. Who acts on this status is only visible to users at the requesters end while the reviewer will only see the email of the user that created the original review request.
Confirmed
Once a ship questionnaire has been confirmed by the owner of the questionnaire, the status of the reviewed fields will be marked with a green checkmark. This applies to both Specification as well as Change tracking.
If a review process is confirmed by administrator on requester's side before being confirmed by reviewer it will be displayed as shown below.
The requester can either mark the questionnaire as finished immediately, revoking the reviewer's access, or wait until the due date, when it will be automatically marked as finished.