PSI2000 Ltd
Job Management System
Table of Contents
PSI2000 Ltd
  • Job Management System
GrabGrab
GrabGrab
  • 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
        • How to add a new Inspection
        • How to edit an Inspection
        • How to delete an Inspection
        • How to upload Inspections
      • Re-Inspection
        • No Change Re-inspection
        • Open a Re-inspection
        • Delete a Re-inspection
        • Add a new Inspection during a Re-inspection job
      • Removal job
        • Remove a Removal Job
        • Delete a Removal job
        • Add a new inspection during a Removal Job
        • Add only a document for a Removal Job that has no historical inspections
      • Air Monitoring
        • How to Add Air test document
        • How to Delete Air test document
        • How to Download Air test document
      • Bulk Sample
        • Add a new Bulk Sample Inspection
        • Edit a Bulk Sample Inspection
        • Delete a Bulk Sample Inspection
      • Encapsulation
        • Open an Encapsulation inspection
        • No Change Encapsulation
        • Delete an encapsulation
        • Add a new inspection during an Encapsulation Job
      • 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
      • Import Jobs
      • Import Job Data
      • Update Job Data
    • Data Entry
      • Inspection Forms
      • Uploading Files
      • Inserting and Validating Files
      • Jump to next invalid cell
      • Export errors
    • Mapping
      • How to add new mapping
      • How to import mapping
      • How to edit mapping
      • How to remove mapping
      • How to export mapping
      • How to import data using mapping
      • How to share configuration
      • How to data map values
      • How to open mapping window
    • Excel FAQ
      • Common Error messages
  • 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
      • HOW TO CREATE A USER
      • HOW TO EDIT A USER
      • HOW TO DELETE A USER
      • HOW TO UNLOCK A USER
    • TEAMS
      • HOW TO ADD TEAM
      • HOW TO EDIT TEAM
      • HOW TO DELETE TEAM
      • TEAM TYPES
    • USER PROFILE
      • EDIT USER PROFILE
  • GLOSSARY
    • TERMS
      • Action
      • Actual Completion Date
      • Actual Start Date
      • Attribute
      • Component
      • Configuring Email Notifications
      • Drawing
      • Inaccessible
      • Inspection
      • Inspection Form
      • Job
      • Job Locking
      • Job Status
        • Definition
          • Request
          • Assigned
          • New
          • In Progress
          • Pending Sample Result
          • Samples Completed
          • Completed
          • Submitted
          • Data Check Passed
          • Data Checked Failed
          • Pending QC
          • QC Failed App
          • QC Failed Data
          • Report Approved
          • Release Approved
          • Release Rejected
          • Cancelled
      • Job Type
        • Asbestos Survey – New
        • Asbestos Survey – Re Inspection
        • Asbestos Survey – Removal
        • Asbestos Air Monitoring
        • Asbestos Bulk Sample
        • Asbestos Encapsulation
      • Levels
      • No Access
      • Note
      • Notification Business Rule
      • Options
      • Photo
      • Property
      • Property Structure
      • Recommendation
      • Sample
      • Survey
    • USER INTERFACE
      • GRID
      • Option Box
      • Date Selection
      • Making Asbestos Coordinator Field non Changeable in Who Section
      • Attachments
  • 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
      • Job Reports
        • Historical Report
        • Ticket Report
        • Job Information Report
      • System Generated Reports
        • Asbestos Survey Report
        • Asbestos Re Inspection Report
        • Asbestos Removal Report
        • Asbestos Bulk Sample Report
        • Asbestos Encapsulation Report
      • Inspection List Reports
        • Bulk Sample Report
    • 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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