| 1. On the Connections page, click Add a Connection |
| 2. Add the First name and Email address of your connection. If they are existing Plant Assessor customers it is important to use the email address associated with their account. |
| 3. There are three connection types which dictate the next steps communication post connection. Select the reason that is most appropriate for this connection. |
| 4. Specify which machine you would like them to supply and any other information that they might need to know before supplying their machine for pre-qualification. |
| 5. Select the Site you would like them to supply their machine to. Leave blank if N/A. |
| 6. Ensure the Email when the connection has been accepted or rejected checkbox is ticked and then click Connect |
| 7. An email invitation has now been sent. |
| 8. An example of the email that will be sent. |
| 9. You can see if a connection has accepted by filtering by status or by the name of the company. Once they accept, you will receive a confirmation email which also details the next steps in the Supply process. |
- Help Centre
- How to use Plant Assessor
- My Site - Receiving machines
Sending a connection request
Connecting with other Plant Assessor users is the first step in supplying machines. Once connected, machines can be supplied straight to site or to pre-qualification where you can pre-approve all documentation to ensure compliance obligations are met