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
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
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