How do I work with another office on Ergothiki?

What happens when you assign a work item to a partner who has an office of their own on Ergothiki — and when they assign one to you.

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How do I send a collaboration invitation? What does the other office see and answer? Who keeps what up to date? What does «Ask to confirm» do? How does a collaboration end? Who answers an invitation?

When a partner carries the Linked to Ergothiki mark, an assignment does not stay with you alone: it arrives at their office as a collaboration invitation. If they accept, each office has its own copy of the same piece of work, and the two are kept in step.

How do I send a collaboration invitation?

On a work item in your project, choose Assign to a partner, pick the linked partner and save. The item shows Invitation pending until they answer. On a project that is still an offer, the invitation goes when the offer becomes a project. The partner only sees the customer's name, unless you tick the box that lets them see the telephone number and email as well.

What does the other office see and answer?

The other office sees the invitation at the top of its Projects list, in Collaboration invitations: who sent it, the project, the work item, the deadline and the fee (to people who can see amounts). Accept creates a project of their own, holding the item as an Assignment from a partner; a second item from the same project joins that same project. Decline lets them give a reason if they wish. An invitation nobody answers lapses after 30 days, and you are told.

Who keeps what up to date?

Detail	Changed by
Deadline, project title, customer and location	the office that assigned the work
Status, the KAEK, the work item's own fields	the office doing the work — on your copy the status reads «Kept up to date by the partner office»
Fee	either office, by someone who can see amounts; the other is told

What does «Ask to confirm» do?

If a linked office gave you work and you entered it by hand as an Assignment from a partner, the item has an Ask to confirm button. They see the service, the fee, the deadline and the project title, choose which of their projects it belongs to, and confirm or decline.

How does a collaboration end?

If you change the item to your own work or to another partner, the collaboration ends: nothing is deleted, the other office keeps a copy of the shared files, and working together again needs a new invitation. If your project goes to the Trash, their copy becomes read-only; restoring the project brings it back to life.

Who answers an invitation?

Invitations are seen by whoever creates projects:

Permission	Office Owner	Office administrator	Project manager	Technical staff	Secretariat	Accounting	Website manager
Create and edit projects and work items	yes	yes	yes	no	no	no	no

Accepting or declining also takes running the office — the owner, or whoever manages the members:

Permission	Office Owner	Office administrator	Project manager	Technical staff	Secretariat	Accounting	Website manager
Manage the team's members	yes	yes	no	no	no	no	no

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