PSI2000 Ltd

Job Management System

Table of Contents

PSI2000 Ltd

Job Management System

PURPOSE
SYSTEM OVERVIEW FLOWCHART
SYSTEM REQUIREMENTS
QUICK START GUIDE
EXAMPLE WALK THROUGH
- New Request Workflow for Requester
- New Request Workflow for Coordinator
- Uploading Multiple Jobs by Coordinator
- New Survey Workflow for Service Provider
- Re Inspection Workflow for Service Provider
- Removal Workflow for Service Provider
- Air Monitoring Workflow for Service Provider
- Bulk Sample Workflow for Service Provider
- Encapsulation Workflow for Service Provider
- Job Release Workflow for Coordinator
- Completing Sample Result Workflow for Analyst
- Completing Survey Workflow for Surveyor
- Completing QC Workflow by QC
- Entering Inspections without Sample Result Workflow for Surveyor
HOW TO …
- HOW TO CREATE A JOB
- HOW TO ACCEPT A JOB
- HOW TO ASSIGN A JOB
- HOW TO OPEN A JOB
- HOW TO EDIT A JOB
- HOW TO ENTER DATA FOR A JOB
  - Asbestos Survey
  - Re-Inspection
  - Removal job
  - Air Monitoring
  - Bulk Sample
  - Encapsulation
  - Creating Inspections
  - Adding To Do lists
- HOW TO ENTER A LAB RESULT
- HOW TO COMPLETE A JOB
- HOW TO MONITOR A JOB
- HOW TO CANCEL A JOB
- HOW TO DELETE A JOB
- HOW TO VIEW HISTORICAL DATA
- HOW TO VIEW JOB INFORMATION
- HOW TO UPLOAD A MAIN PHOTO
- HOW TO UPLOAD A MAIN DRAWING
- HOW TO LOG OFF
- HOW TO AVOID USER LOCKING
- HOW TO RELEASE APPROVE A JOB
- HOW TO RELEASE REJECT A JOB
- HOW TO VIEW REPORTS
  - Custom Inspection Reports
  - QC Report
  - Historical Data Report
  - Job Info Report
  - Job Ticket
- HOW TO QUALITY CONTROL A JOB
  - QC Passed
  - Failed App
  - Failed Data
- HOW TO VIEW AN ERROR
- HOW TO CREATE MULTIPLE JOBS IN BULK UPLOAD
  - How to Load Jobs from an Excel Template
  - How to download Bulk Template
- HOW TO UPDATE JOB INFO
- HOW TO MAKE CHANGES TO USER PROFILE
- HOW TO EDIT A RELEASE APPROVED JOB
- HOW TO EXPORT TO EXCEL
- HOW TO ADD JOB NOTES
- HOW TO GENERATE JOB INSPECTIONS’ REPORT
- HOW TO VIEW REJECTION REASON
- HOW TO SEARCH FOR PROPERTIES ON JMS
LOGGING IN
- FORGOT USER NAME
- FORGOT PASSWORD
EXCEL ADD ON
- How To Download & Install The Excel Add On Tool
- Log In To The Excel Add On Tool
- Re-Installing The Excel Add On Tool
  - Clearing Excel Add-On Application Cache (1)
  - Clearing Excel Add-On Application Cache (2)
- The Import Wizard
- Data Entry
- Mapping
- Excel FAQ
  - Common Error messages
  - Why are dropdowns not appearing in the Excel Add-in?
General FAQ
- How to clean browsing history in IE11
USER ROLES
- Admin
  - User Interface – Admin
  - Action – Admin
- Coordinator
  - User Interface – Coordinator
  - Action – Coordinator
- Lab Analyst
  - User Interface – Lab Analyst
  - Action – Lab Analyst
- Quality Check
  - User Interface – Quality Check
  - Action – Quality Check
- Requester
  - User Interface – Requester
  - Action – Requester
- Service Provider Team Leader
  - User Interface – Service Provider
  - Action – Service Provider
- Surveyor
  - User Interface – Surveyor
  - Action – Surveyor
ADMINISTRATOR
- USERS
- TEAMS
- USER PROFILE
  - EDIT USER PROFILE
GLOSSARY
- TERMS
- USER INTERFACE
HOSTED SERVICE & INTEGRATION
- Network Requirements
- Client Software Requirements
- Performance & Capacity Management
- Security & Information Management
- Business Intelligence
- ADX
- arcHouse INTEGRATION
Reports
- AWT Reports
  - Property Report
  - Basket Reports
    - Consolidated Reports
      - Bulk Property Inspection Report
    - Individual Reports
      - Property Inspection Report
      - Management Report
- JMS Reports
- FAQ

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Coordinator

What screens can be accessed
Available actions

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