Coordination Assistant

The coordination assistant is your main manager of coordination resources and also the lead editor.

Oriol Lopez
8 steps
46 seconds

Smartosh

Access the assistant from the "Edit coordination" option

In step 1, you will find the basic identifying details of your coordination with the principal company.

In step 2 you will find the details of the person responsible at the external company (who will receive document requests and will need to manage coordination resources). You will also see the main company's contacts.

Note: the main company's responsible parties and their additional responsible parties are not changed. They only serve to inform you who the recipients of the documents you send for validation are.

If more than one person manages the CAE or you are going on holiday, you can assign additional responsible persons. For more information, see how to [create additional responsible persons](https://scribehow.com/viewer/Add_additional_responsible_persons___XLhNs_FQgW1lZKOIer9fA?referrer=documents).

In step 3, you can manage the coordination's employees. For more details, see the main actions: - [Creating employees](https://scribehow.com/viewer/Crear_nous_empleats_a_una_coordinacio__WCq7SpQbRCGG94k1SGI1Gg?referrer=documents) - [Assigning employees to the coordination](https://scribehow.com/viewer/Assign_employees_to_a_coordination__hoOYwplHRjaZxb5SxYY9gw?referrer=documents) - [Unassigning employees from the coordination](https://scribehow.com/viewer/Unassign_employees_from_a_coordination__VOnufhKvS1uxBNL2E8KiuQ?referrer=documents) - [Permanent removal of employees](https://scribehow.com/viewer/Permanent_termination_of_employees__To1AEI3iQmeBsTYlTIVwNw?referrer=documents)

In step 4, you will be able to manage the coordination's vehicles / machines. For more detail, consult the main actions: - [Creation of vehicles / machines](https://scribehow.com/viewer/Create_vehiclesmachines_for_a_coordination__eOKr3v9cQV-fv0zqtkqxAw?referrer=documents) - [Assignment of vehicles / machines to the coordination](https://scribehow.com/viewer/Assign_vehiclesmachinery_to_a_coordination__YKfDlEU4SD2SgWOP-yS09w?referrer=documents) - [Unassignment of vehicles / machines from the coordination](https://scribehow.com/viewer/Unassign_vehiclesmachines_from_a_coordination__njCo_9wjTvylaYZDwEoufw?referrer=documents) - [Permanent removal of vehicles / machines](https://scribehow.com/viewer/Permanent_decommissioning_of_vehicles__machines__LLEUA2QfQ6qSLO5rXqAxXw?referrer=documents)

In step 5, "CAE job positions", you can link each employee to the position that applies to them. For more details, see the main actions: - [Assign CAE job positions to employees](https://scribehow.com/viewer/Assign_CAE_job_positions_to_coordination_staff__cLMIoXP9Rx2k9M8r_B6dZw?referrer=documents) - [Add CAE job positions](https://scribehow.com/viewer/Add_CAE_workstations_to_the_coordination__e4YejFF_R-K6ksY84mQ33Q?referrer=documents)

In step 6, "Special jobs / Risks", you can link each employee to the special job/risk that applies to them. For more detail, see the main actions: - [Assign special jobs/risks to employees](https://scribehow.com/viewer/Assign_special_tasks__risks_to_coordination_staff__djjxiQnTTyK1J2j6ybbbMg?referrer=documents) - [Add special jobs/risks](https://scribehow.com/viewer/Add_special_tasksrisks_to_the_coordination__JxaRrUWzQCutk5lYFgkGTw?referrer=documents)

Once you have finished editing the coordination, you can click the "Finish" button.