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

Download as PDF

HOW TO …

HOW TO CREATE A JOB
HOW TO ACCEPT A JOB
HOW TO ASSIGN A JOB
HOW TO OPEN A JOB
HOW TO ENTER DATA FOR A JOB
HOW TO ENTER LAB RESULT
HOW TO COMPLETE A JOB
HOW TO SUBMIT A JOB
HOW TO MONITOR A JOB
HOW TO REJECT A JOB
HOW TO QUALITY CONTROL A JOB
HOW TO RELEASE A JOB
HOW TO CANCEL A JOB
HOW TO DELETE A JOB
HOW TO MONITOR DAILY ACTIVITIES
HOW TO VIEW HISTORICAL DATA
HOW TO VIEW JOB INFO
HOW TO UPLOAD MAIN PHOTO
HOW TO UPLOAD MAIN DRAWING
HOW TO USE EVENT SCHEDULER
HOW TO WATCH VIDEO
HOW TO LOG OFF

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