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How to request and review a RightShip Vessel Evaluation Form
How to request and review a RightShip Vessel Evaluation Form
Updated over 8 months ago

Request a RightShip Vessel Evaluation Form

*Prerequisite: To trigger the RightShip Vessel Evaluation Form, you must be a PortRisk user.

  1. Search for the vessel entry in PortRisk, then click on the ellipsis button on the right and select "Request Forms."

  2. Check the "RightShip Vessel Evaluation Form"

  3. Enter the recipient email address

  4. Click send

  5. 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

  1. Navigate to the "Forms" tab on the "Task" page.

  2. If a form has been filled out, it will be labeled as "Pending Terminal Review."

  3. Click on the vessel link to review the form.

  4. Review the form submission by examining the sections on the left.

  5. Then, click on the "Take Ownership" button to take action on the form.

  6. You will be presented with 3 options:

    • Need more info

    • Reject

    • Accept

  7. "Need More Information

    • This action will return the form to the submitter for revising the form input

    • [Optional] Enter an email address if you wish to send a BCC.

    • Enter a message to provide the form submitter with a better understanding of what needs to be revised.

    • DO NOT check the "Contact Vet Requestor" checkbox as it is not applicable for PortRisk users.

  8. "Reject"

    • This signifies that the form submission has not been accepted, resulting in the rejection of the form submission, and thus, completing the workflow.

  9. "Accept"

    • This indicates that the form submission has been accepted, resulting in the completion of the workflow.

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