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

1. On the Connections page, click Add a Connection

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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. 

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3. There are three connection types which dictate the next steps communication post connection. Select the reason that is most appropriate for this connection. 

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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. 

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5. Select the Site you would like them to supply their machine to. Leave blank if N/A. 

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6. Ensure the Email when the connection has been accepted or rejected checkbox is ticked and then click Connect

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7. An email invitation has now been sent. 

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8. An example of the email that will be sent.  

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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. 

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