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HOW TO PREVIEW ASSESSMENT
HOW TO » HOW TO PREVIEW ASSESSMENT
Search for an Assessment Click on Dropdown Click Preview Assessment Preview Report will open *For the Preview Report template please contact support@psi2000.com to configure the template for your system
Action – Fire Safety Team
GLOSSARY » ROLES » Fire Safety Team » Action – Fire Safety Team
Assessment Open Complete Validate New Version Preview Delete Incomplete Planned In progress …
QUICK START GUIDE
QUICK START GUIDE
*After clicking on any of the links below use the back page button on your browser to get back to the original page. Make sure you have a user login i.e. username and password. If you do not know your username and password, talk to your system administrator. If you…
GLOSSARY
GLOSSARY
ACTION ACTION PRIORITY ASSESSMENT ASSESSMENT SECTION ASSESSMENT SECTION QUESTION ASSESSMENT TYPE COMPLIANCE LEVEL PRIORITY SIGNIFICANT FINDINGS & DEFECTS TEAM STATUS ROLES
Action – Admin
GLOSSARY » ROLES » Admin » Action – Admin
Assessment Open Complete Validate New Version Preview Delete Incomplete Planned ✔ ✔ In progress ✔ ✔ …
Action – Fire Safety Officer
GLOSSARY » ROLES » Fire Safety Officer » Action – Fire Safety Officer
Assessment Open Complete Validate New Version Preview Delete Incomplete Planned ✔ ✔ In progress ✔ ✔ …
EXAMPLE WALK THROUGH
EXAMPLE WALK THROUGH
FSO Creates first Assessment FSO Completes Assessment FSO Team Receives Notification for Assessment Validation FSO Validates Assessment FSS Plans the Next Assessment after Validation Action Notification is sent to FST Team Leaders FST Starts implementing the…
HOW TO
HOW TO
HOW TO CREATE ASSESSMENT HOW TO OPEN ASSESSMENT HOW TO ENTER ASSESSMENT DATA HOW TO ENTER ASSESSMENT QUESTIONNAIRE HOW TO COMPLETE ASSESSMENT HOW TO VALIDATE ASSESSMENT HOW TO INCOMPLETE ASSESSMENT HOW TO CREATE A NEW VERSION FOR ASSESSMENT HOW TO DELETE ASSESSMENT HOW…
SETUP
SETUP
The following settings are accessible by Admin users: USERS TEAMS CONFIGURATION PROPERTIES QUESTIONNAIRE TEMPLATES DESCRIPTIVE TEXTS The following settings are only managed by PSI COMPLIANCE RULES E-MAIL NOTIFICATION GROUPS NEXT ASSESSMENT…
E-MAIL NOTIFICATION
SETUP » E-MAIL NOTIFICATION
Assessment Notification Rule *FSS uses templates for constructing the text for the notification. The text can be configured. To configure the text speak with Administrator. Fire Safety Officer Fire Safety Team Admin …
FSO Completes Assessment
EXAMPLE WALK THROUGH » FSO Completes Assessment
This workflow describes how an Assessment is completed. *After clicking on any of the links below use the back page button on your browser to get back to the original page. In this workflow a User with the Role of Fire Safety Officer completes an Assessment. Login…
FST Starts implementing the Actions
EXAMPLE WALK THROUGH » FST Starts implementing the Actions
This workflow describes how a Fire Safety Team updates the Actions. *After clicking on any of the links below use the back page button on your browser to get back to the original page. In this workflow a User with Role of Fire Safety Team updates an Action. Login…
FST Completes Actions
EXAMPLE WALK THROUGH » FST Completes Actions
This workflow describes how a Fire Safety Team completes the Actions. *After clicking on any of the links below use the back page button on your browser to get back to the original page. In this workflow a User with the Role of Fire Safety Team completes an…
Fire Safety Team
GLOSSARY » ROLES » Fire Safety Team
What screens can be accessed. What actions are available.
Fire Safety Officer
GLOSSARY » ROLES » Fire Safety Officer
What screens can be accessed. What actions are available.
USER CONTROLS
USER CONTROLS
This sections contains information on how to use different types of controls in the application Menu Grid
FSO starts the next Assessment for a Property
EXAMPLE WALK THROUGH » FSO starts the next Assessment for a Property
This workflow describes how an Assessment is completed. *After clicking on any of the links below use the back page button on your browser to get back to the original page. In this workflow a User with the Role of Fire Safety Officer completes an Assessment. Login…
FSO Validates Assessment
EXAMPLE WALK THROUGH » FSO Validates Assessment
This workflow describes how an Assessment is validated. *After clicking on any of the links below use the back page button on your browser to get back to the original page. In this workflow a User with the Role of Fire Safety Officer validates an Assessment. Login…
FSO Creates first Assessment for a Property
EXAMPLE WALK THROUGH » FSO Creates first Assessment for a Property
This workflow describes how an Assessment is created for a Property for the first time. *After clicking on any of the links below use the back page button on your browser to get back to the original page. In this workflow a User with the Role of Fire Safety Officer…
HOW TO DELETE ACTION
HOW TO » HOW TO DELETE ACTION
Select Action Search for an Action Click on drop down Select Delete Click ‘OK’ *The Delete function is only available based on a user Role. Please view Roles for more information.
QUESTIONNAIRE TEMPLATES
SETUP » QUESTIONNAIRE TEMPLATES
Questionnaire Templates are used for Assessments. The selected template for an Assessment determines the default entry required for the Assessment to be applicable for completion. To View the Templates: Select Setup Select Questionnaire Templates To Add a…
ACTION – NOT STARTED
GLOSSARY » STATUS » ACTION » ACTION – NOT STARTED
As soon as an assessment is validated, the information recorded during the assessment for each Significant Finding and Defect is used to create an Action. The status of all Actions at the time of creation is “Not Started”.
ASSESSMENT-COMPLETED
GLOSSARY » STATUS » ASSESSMENT » ASSESSMENT-COMPLETED
An assessment with “In Progress” status is changed to “Completed” when the Fire Safety Officer selects the “Complete” option. For an assessment to have “Completed” status all Assessment Sections should have been answered…
HOW TO ENTER ASSESSMENT QUESTIONNAIRE
HOW TO » HOW TO ENTER ASSESSMENT QUESTIONNAIRE
*Questionnaires are configurable. Please view Questionnaire Templates for more information. To Open a Section to Complete it Select ‘Questionnaire’ Click Open to Open a Section Click Answered Box to mark all the Significant Findings and Defects in…
HOW TO VALIDATE ASSESSMENT
HOW TO » HOW TO VALIDATE ASSESSMENT
An Assessment can be Validated from Assessment List. *Please make sure to check all the Assessment Information. See View Assessment Information To Validate Click on the drop down options for the Assessment. Select Validate. Validation Screen will open …
USERS
SETUP » USERS
How to alter users in the System. This page consists of the following guides : How to … -Create a new user -Update a user -Delete a user -Unlock a user How to create a new user – 1. Click on Setup from the main menu; 2. Click “Add new…
ASSESSMENT-VALIDATED
GLOSSARY » STATUS » ASSESSMENT » ASSESSMENT-VALIDATED
An assessment has the status “Validated” when a Fire Safety Officer selects the “Validate” option. *All assessments with the status of “Validated” can no longer be changed. If there are any changes required, the New Version option…
HOW TO OPEN ACTION
HOW TO » HOW TO OPEN ACTION
Select Action Search for an Action Click Dropdown Select Open
HOW TO OPEN ASSESSMENT
HOW TO » HOW TO OPEN ASSESSMENT
Click on Assessment; Search for an Assessment Click on Dropdown Click on Open.
FSO Team Receives Notification for Assessment Validation
EXAMPLE WALK THROUGH » FSO Team Receives Notification for Assessment Validation
This workflow describes how the Fire Safety Officer receives a Notification for Validating an Assessment. *After clicking on any of the links below use the back page button on your browser to get back to the original page. In this workflow all Users with the Role of…
HOW TO CREATE A NEW VERSION FOR ASSESSMENT
HOW TO » HOW TO CREATE A NEW VERSION FOR ASSESSMENT
To create a new version for an Assessment, this is available only from the latest validated assessment for a property. All information from a previous version validated assessment will be copied to a new version assessment. This function is used if, by accident, any of…
HOW TO SEARCH FOR ASSESSMENT
HOW TO » HOW TO SEARCH FOR ASSESSMENT
*Search is possible on All columns displayed on the Grid. Click on the filter icon Enter a value into the filter fields and press the “Enter” key For more filter options view Grid
HOW TO SEARCH FOR ACTION
HOW TO » HOW TO SEARCH FOR ACTION
*Search is possible on All columns displayed on the Grid. Click on the filter icon Enter a value into the filter fields and press the “Enter” key For more filter options view Grid
GROUPS
SETUP » GROUPS
The Group information is used when creating Users. Group information is obtained from Property Attribute. Group information is used to determine which user can have access to which properties; *To change the Group information speak with Administrator. Example: …
FSS Plans the Next Assessment after Validation
EXAMPLE WALK THROUGH » FSS Plans the Next Assessment after Validation
This workflow describes how the Fire Safety System creates the next Assessment after an Assessment is validated. *After clicking on any of the links below use the back page button on your browser to get back to the original page. As soon as an Assessment is…
HOW TO INCOMPLETE ASSESSMENT
HOW TO » HOW TO INCOMPLETE ASSESSMENT
When Assessment’s status is Completed, but user wants to edit information in the assessment, Option Incomplete from drop down options box needs to be selected Search for Completed Assessment Select Action Dropdown Select Incomplete Status of Assessment…
HOW TO DELETE ASSESSMENT
HOW TO » HOW TO DELETE ASSESSMENT
Search for an Assessment Click on Dropdown Select ‘Delete’. Click ‘OK’ The assessment and all the relevant information that belongs to the assessment is removed from the system.
Action Notification is sent to FST Team Leaders
EXAMPLE WALK THROUGH » Action Notification is sent to FST Team Leaders
This workflow describes how the Fire Safety Officer receives a Notification about new Actions. *After clicking on any of the links below use the back page button on your browser to get back to the original page. As soon as an Assessment is validated by a Fire…
HOW TO UPDATE ACTION
HOW TO » HOW TO UPDATE ACTION
1 Open Action 2 Completing action 3 Deleting action 4 Saving and closing the action By scrolling down, we see 3 tabs which hold more information about the action : Assessment Action Details Comments Assessment Assessment information can only be updated…
Significant Findings and Defects
SETUP » QUESTIONNAIRE TEMPLATES » Significant Findings and Defects
Significant Findings and Defects define the Templates that appear when opening a Section within an Assessment Questionnaire To View available Templates for a Section Select Setup Select Questionnaire Templates Select a Questionnaire Select a Section Select…
HOW TO CREATE ASSESSMENT
HOW TO » HOW TO CREATE ASSESSMENT
Select Assessments from the Main menu. Click on New. A new form should appear where you should be able to locate your property on which you would like to create an assessment. If you know the property’s UPRN number, then simply enter it in the uprn…
Normal Questions
SETUP » QUESTIONNAIRE TEMPLATES » Normal Questions
Normal Questions templates appear on opening a Section in an Assessment To View Normal Question Templates for a Section Select Setup Select Questionnaire Templates Select a Questionnaire Select a Section Select ‘Normal Questions’ To Select a…
HOW TO ENTER ASSESSMENT DATA
HOW TO » HOW TO ENTER ASSESSMENT DATA
On this page, you will learn how to insert information into your assessment for a property. Below is the list of topics that this article will consist of - -Property -Support Document -Assessment Info -Occupancy -Previous Fire Incidents -Questionnaire -Risk…