** New feature available in Release 4.3.0
- ‘Registration shares’ gives customers the ability to share registration records with one or many other users, saving time and the need to share this information via email and pdfs.
- Sharing will display information that is already publicly available.
- This feature is useful for customers who use subcontractors within their business and supports information sharing to meet chain of responsibility requirements.
- Customers have the flexibility to set expiry dates on access to their registration records as well as activating and deactivating (archiving) user access.
Navigate to Registrations> Registrations shares
Shared with me
- You can receive registration records from any other user in the NHVR Portal.
- Records 'Shared with me' will display in a table format.
- View a summary of the shared information in the administration table, Shared with me
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Shared with others
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- admin.
- Change the column order, columns displayed in the table or add tabs as needed (see Set up your table views/ Tables and tabs/ Using filters on tables)
Shared with others
- You can send registration records to any other user in the NHVR Portal.
- All records shared with others (Active, Expired and Archived) will be listed in a table view.
To set up a 'Shared with others', select ADD SHARE to open the set up wizard, which includes 3 easy to follow steps.
STEP 1 - Vehicles
Select the individual registrations to share.
STEP 2 - Share fields
Decide on the level of information to share - limited or extended.
Selecting the button will display the definition of what is shared.
STEP 3 - Share details
Finalise the Share details, adding the Customer share number and other details.
Warning |
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It is recommended that an expiry is set when Sharing with Others, otherwise the information remains visible indefinitely. To stop sharing registrations when no expiry is set, use Archive. |