How to request and review a RightShip Vessel Evaluation Form
Request a RightShip Vessel Evaluation Form
*Prerequisite: To trigger the RightShip Vessel Evaluation Form, you must be a PortRisk user.
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Search for the vessel entry in PortRisk, then click on the ellipsis button on the right and select "Request Forms."
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Check the "RightShip Vessel Evaluation Form"
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Enter the recipient email address
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Click send
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You have submitted a form request. Now, we need to wait for the recipient to complete it and respond.
Review a RightShip Vessel Evaluation Form
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Navigate to the "Forms" tab on the "Task" page.
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If a form has been filled out, it will be labeled as "Pending Terminal Review."
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Click on the vessel link to review the form.
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Review the form submission by examining the sections on the left.
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Then, click on the "Take Ownership" button to take action on the form.
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You will be presented with 3 options:
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Need more info
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Reject
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Accept
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"Need More Information"
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This action will return the form to the submitter for revising the form input
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[Optional] Enter an email address if you wish to send a BCC.
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Enter a message to provide the form submitter with a better understanding of what needs to be revised.
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DO NOT check the "Contact Vet Requestor" checkbox as it is not applicable for PortRisk users.
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"Reject"
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This signifies that the form submission has not been accepted, resulting in the rejection of the form submission, and thus, completing the workflow.
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"Accept"
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This indicates that the form submission has been accepted, resulting in the completion of the workflow.
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