The Year Planner is found under the “Year Planner” tab at the top of the screen. The planner is your tool to view all Contractor related Inspections which are upcoming, completed or overdue.
The year planner is automatically populated each time an inspection or action is logged on the system, so you do not need to worry about manually updating it.
The inspection types are listed down the left-hand side of the year planner, with the months of the year-long the top. The year can be changed by clicking the forward and back icons on either side of the displayed year, displayed just above the calendar. Each of the months listed along the top of the calendar, when clicked on, drills down to show the individual days within that month.
The first line of the calendar will display the number of outstanding actions, separated by their due dates into the relevant months. Clicking on any of these figures will display a tabular format of the actions.
Within the inspection area of the calendar, a tick will identify where an Event/Inspection was due and has taken place.
A red calendar icon with a cross will identify where an event was due to take place, but for whatever reason has become overdue. The red calendar will be shown if there is an outstanding inspection even if other inspections of this type have already been completed for the given month, it will only be replaced with a green tick when all outstanding inspections have been completed.
Finally, a yellow calendar image will appear where future events are due.
Each one of these markers can be clicked on and drilled down for further information on the inspection and any actions for the inspection.
Any outstanding actions for the inspections are shown as an exclamation mark next to the marker on the calendar.
Clicking on an inspection name will bring up a full list of events of that type which have occurred within the highlighted year along with their review date. A drop-down box is present at the top of the screen which will allow the user to change this to include properties where no inspection has taken place.
The year planner is also the recommended route to record a review of an inspection review. To record a review from the year planner, click any of the red ‘overdue’ markers, or any near due inspection calendar markers. The available inspections found under that marker will then be listed out one after another, in tabular format. The far right column ‘Further Action’ will show ‘log review’ if any of the inspections are available for review. Clicking on this will bring up the ‘log review’ popup, for that inspection. Events or inspections which were recorded as a ‘One of inspection’ is not available for review.
Work Permits can also be viewed from within the Year Planner tab in the Contractor Management Module. Work Permits can be found under the “Year Planner” tab at the top of the screen. The Work Permit icon can be located beneath the Year Planner and is your tool to view all Contractor related Work Permits which are in hand, completed or closed.
The Work Permit types are listed down the left-hand side of the year planner, with the months of the year along the top. The year can be changed by clicking the forward and back icons on either side of the displayed year, displayed just above the calendar. Each of the months listed along the top of the calendar, when clicked on, drills down to show the individual days within that month.
The icons work in a similar way to the Year Planner.
A yellow triangle will indicate where the Work Permit is Awaiting Further Information
A timer icon will indicate where the Work Permit is Awaiting Approval
A tool icon will indicate where a Work Permit is in progress
A green tick will identify where a Work Permit has been completed
A red thumbs down will identify where a Work Permit has been cancelled/suspended
A grey tick will identify where a Work Permit has been finished so is now closed
Comments
0 comments
Article is closed for comments.