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Create a Nomination

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Create a Nomination

 

Create a Nomination

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Inspection > Nominations > Create a Nomination

You can create a nomination for either an inspection company or an expeditor company. Both nominations have the same fields, but are used for different parties.

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If you want to move to a section of the nomination, from the toolbar, click Navigate. The Navigate button displays all the sections and parcels within a nomination. Also, if you save the nomination and get an error, click this button to see the error and go directly to the section to be corrected.

If you want to create a nomination for an inspector created worksheet, see Approving or Rejecting an ICW and Issue an ICW Nomination.

There are a number of ways to create a nomination:

hmtoggle_plus1To create a nomination from scratch or from a nomination template
1.Select Trips>Nominations.

The Nominations list appears.

2.Select Actions>Create Inspection Nomination or create.

You can also choose Actions>Create Expeditor Nomination or create_expeditor.

3.In the Create New Inspection Nomination box, choose the appropriate nomination type or select a template, then click Select.

The new nomination appears. If the template needs to be updated, the Template Update screen appears. For more information, see Update a Nomination Template.

4.Fill in the required fields.

In the software, the required fields are marked with an asterisk (*). Since each company can have its own required fields, please look for the asterisk (*) for the required fields. You can look up more information on the fields in Nomination and Parcel Fields.

5.Add new parcels or existing parcels to your nomination.
6.Select the inspection company, office, and hub coordinator for this nomination.

The inspection companies manage how their offices are organized in Navarik Inspection.  Their offices are grouped into hubs and each hub has at least one office designated as the hub office, which is where activities for the hub are coordinated.  The hub coordinator is a user from one of the hub offices and is the main contact for the assignment and coordination of inspection work for the hub.

Note that offices that have been suspended from performing inspection work cannot be nominated until their suspension expires.

8.Specify whether you require the inspection company to measure quantity, perform quality analysis, or submit a time log.
9.Enter your instructions for this inspection.
11.If you are ready to send the nomination to an inspection or expeditor company, click Save and Issue or save and issue.

For more information, see Send a Nomination.

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If you are not ready to send out the nomination, click Save as Draft or save as draft.

For more information about how voyage and nomination parcels are kept in sync, see Voyage and Nomination Syncing.

hmtoggle_plus1To replicate data from an existing nomination or template
1.Select Trips>Nominations.

The Nominations list appears.

2.Select Actions>Create Inspection Nomination or create.

You can also choose Actions>Create Expeditor Nomination or create_expeditor.

3.Select Actions->Replicate Nomination Data.

The Replication Nomination Data / Select a Parcel popup appears.

4.To replicate data from a nomination template: select Yes for the Is Template field, enter the name of the nomination template in the Template Name field, and click Find to locate parcels from a nomination template.

To replicate data from another nomination:  use the parcel search criteria and click Find to locate a parcel from an existing nomination.

5.Click Find.

The Nominations list appears.

6.Select the checkbox next to the nomination from which fields should be imported.
7.Click Next.
8.Select the checkbox(es) next to the field(s) to import. Optionally click All to select all fields, or a group name to select all fields within a sub group of fields.
9.Click Replicate to close the popup and import the data for the selected fields.

The data is now imported in to the new nomination being created.

hmtoggle_plus1To create a nomination from a voyage

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When including more than one parcel in the nomination, the parcels must have the same trip number, parcel type, operator, and desk

1.Select Trips>Voyages.

The Voyages list appears.

2.Select the voyage that includes the parcels to be nominated by clicking the Voyage ID.

The voyage details appear.

3.Tick the checkboxes for the parcels to be nominated.
4.Select Actions>Create Inspection Nomination. You may also choose Actions>Create Expeditor Nomination.

The Create Nomination page appears. The parcel fields are pre-filled with the data from the voyage and the parcels are listed in the same order as found in the voyage.

5.Fill in the rest of the nomination fields.
7.If you are ready to send the nomination to an inspection or expeditor company, click Save and Issue or save and issue.
8.For more information, see Send a Nomination.

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If you are not ready to send out the nomination, click Save as Draft or save as draft.

For more information about how voyage and nomination parcels are kept in sync, see Voyage and Nomination Syncing.

hmtoggle_plus1To create a nomination by copying an existing nomination
1.Select Trips>Nominations.

The Nominations list appears.

2.Select the nomination you wish to copy by clicking the nomination number.

The nomination details appear.

3.With the nomination in read-only mode, select Actions>Copy.

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In the nominations list, to the right of the nomination, click the drop-down arrow drop-down arrow and select Copy.

4.In the Copy Nomination box, choose the sections you wish to copy to the new nomination, the click Copy.

The new nomination appears. The nomination fields, except for the trip number, are pre-filled with values from the old nomination.

5.Update the nomination fields with current data.
7.If you are ready to send the nomination to an inspection or expeditor company, click Save and Issue or save and issue.

For more information, see Send a Nomination.

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If you are not ready to send out the nomination, click Save as Draft or save as draft.

For more information about how voyage and nomination parcels are kept in sync, see Voyage and Nomination Syncing.

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