Assign a Cost Code with Owners to a Docket

A cost code can have one or more assigned owners. If the cost code has more than one owner, one of them must be specified as the default owner.

When a supervisor selects a cost code with owners (also called a locked cost code), the default owner is automatically assigned in the Engineer field.

A locked cost code is identified by a padlock icon.

Permissions

To assign owners to cost codes, you must have one of the following Virtual Superintendent permissions:

• Dockets Super User
• Admin Manager

Assign a Locked Cost Code in SafeSite

Supervisors assign cost codes while reviewing dockets in the Supervisor Dockets page (Menu > Approve Dockets) of the SafeSite app. To assign a cost code:

1. Open the SafeSite app and sign in.
2. Tap Menu > Approve Dockets. The Supervisor Dockets screen opens.

3. Tap the docket you want to review. The docket opens.

   

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4. Scroll down to the Docket Approval Chain & Cost Codes section and tap the Cost Code field. The Select Cost Code screen opens.

   

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5. Select a cost code. If the selected cost code has been configured with an owner (indicated by an orange lock icon), the owner or default owner is automatically entered in the Engineer field. The engineer's name is also shown with an orange lock icon in the Engineer field after selection.

   

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6. Tap Save.

You can select a different owner if required but only owners assigned to the selected cost code are available. If the cost code does not have any owners, you can manually select any engineer.

Change the Assigned Engineer in SafeSite

If the default owner is unavailable, you can assign the docket to another owner.

To reassign docket to a different cost code owner:

1. Open the SafeSite app and sign in.
2. Tap Menu > Approve Dockets. The Supervisor Dockets screen opens.

3. Tap the docket you want to edit. The docket opens.

   

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4. Scroll down to the Docket Approval Chain & Cost Codes section and tap the Engineer field. The Select Engineer list opens.

   

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5. Select a different engineer. Only engineers assigned as owners of the selected cost code appear in the list.
6. Tap Save.

Assign a Locked Cost Code in Virtual Superintendent

Supervisors can also assign cost codes while reviewing dockets in Virtual Superintendent.

To assign a locked cost code:

1. Sign in to Virtual Superintendent.
2. Click Menu > Supervisor. The Supervisor Dockets screen opens.

3. Click the docket you want to edit. The Edit Docket dialog opens.

   

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4. Scroll down to the Docket Approval Chain & Cost Codes section and click the Cost Code dropdown.

5. Select a cost code from the list. If the selected cost code has owners (indicated by an orange lock icon), the default owner is automatically entered in the Engineer field.

   

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If the default owner is unavailable:

1. Click the Engineer field.
2. Select another owner from the list.
3. Click Save or Save & Accept.

Only owners assigned to the selected cost code are available.

Edit a Docket With a Locked Cost Code

In some situations, the required engineer might not be available because they are not assigned as an owner of the selected cost code. A docket might also have been assigned to the wrong engineer.

Only the engineer currently assigned to the docket can reset the cost code and select a different one in Virtual Superintendent.

To reassign the assigned engineer:

1. Sign in to Virtual Superintendent.
2. Click Menu > Supervisor. The Supervisor Dockets screen opens.
3. Click the docket you want to edit. The Edit Docket dialog opens.
4. Scroll down to the Docket Approval Chain & Cost Codes section and click Reset Cost Code.
5. Open the Cost Code dropdown and select a new cost code. If required, assign the docket to a different engineer. A padlock icon in the Engineer list identifies engineers who are owners of locked cost codes.