Trackline
Adding something to a running case
Request a document you had not planned for without rebuilding anything.
Halfway through an onboarding you discover something is missing: a certificate nobody planned for, a new person from the subcontractor, a whole phase that did not exist. There is no need to cancel and start again.
What you can add
| You add | Who finds out | When the notice goes |
|---|---|---|
| A request to someone already involved | Only that person | Immediately |
| A new participant | Only the new one | Immediately |
| A whole phase | The people in that phase | When the phase opens |
Watch out
If you add something mandatory to a case that was about to close, it becomes incomplete again. That is correct, but worth knowing before you click.
What does NOT change
- The original template, unchanged for future cases.
- Anything already delivered, which keeps its date.
- Notices that already went out.
›Can I remove a request instead of adding one?
Yes, or mark it non-mandatory if it no longer blocks.
›What if the person had already finished?
They get a new notice about what is missing, using the same link as before.
›Is it recorded that it was added later?
Yes, with the date and who did it.
A real case
The situation
Halfway through a subcontractor onboarding, two new workers join the site.
What you do
- Adds both as participants on the open case
- Each receives their own health and safety request
What you get
They start on site with a complete file without redoing the company onboarding.
The situation
A client adds a requirement with the file half done.
What you do
- Adds the document to the file in flight
What you get
Nothing is rebuilt and nothing already delivered is re-requested.
The situation
A document nobody foresaw turns out to be missing.
What you do
- Adds it and gives notice only of that addition
What you get
The supplier clearly sees what is new.
The situation
It is added to the template expecting open files to change.
What you do
- Also adds it to the in-flight files that need it
What you get
What is open reflects the new requirement.
The situation
A document is added to fifty files by hand.
What you do
- Adds it in bulk to the relevant ones
What you get
The change applies in minutes.
The situation
Something is added and the supplier is unaware.
What you do
- Checks the notice for the addition goes out
What you get
The addition does not sit waiting in silence.
This article answers
- add a document to a running process
- ask a supplier for something extra
- add a participant to an open case
- modify a process already launched