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Related topics are listed below.
Property Search Result Attributes
SETUP » Business Rules » AWT Business Rules Setting » Property Search Result Attributes
Property Search Result Attributes Attribute Multiple Choice Attribute Multiple Choice
Property Search includes Status Attributes
SETUP » Business Rules » AWT Business Rules Setting » Property Search includes Status Attributes
Property Search includes Status Attributes True or False Choose True if you want the Property Status attributes to display on the Property Search screen
Property Search Wildcard on Other Attributes
SETUP » Business Rules » AWT Business Rules Setting » Property Search Wildcard on Other Attributes
Property Search Wildcard on Other Attributes True or False Choose True if you want the Results to display all the properties where the attribute begins with the text entered
Property Search Result Hyperlink Attribute
SETUP » Business Rules » AWT Business Rules Setting » Property Search Result Hyperlink Attribute
Property Search Result Hyperlink Attribute Attribute Choice Choose Which Property Attribute will be the first column of the results table, and thus the linked item
Property Search Wildcard on UPRN
SETUP » Business Rules » AWT Business Rules Setting » Property Search Wildcard on UPRN
Property Search Wildcard on UPRN h3.True or False Choose True if you want the Results to display all the properties whose UPRN begins with the text entered
Property
GLOSSARY » TERMS » Property
A Property represents an entity that Asbestos information is linked to. After creating a property record you should be able to associate all related asbestos information to it.
Property Structure
GLOSSARY » TERMS » Property Structure
A Property Structure is the protocol used for identification of a “place” within a property.
Property Sets
SETUP » Property & Query Set » Property Sets
Property Sets Property Sets are Pre-determined sub-sets of properties. They are used to restrict the properties that a given user might affect in AMS Manager. For Example: You might have users that will only ever need to see the industrial properties in AMS Manager.…
Property Report
Reports » AWT Reports » Property Report
Property Report shows you all the information about the property. This guide will tell you how specific fields can be populated within the report. Report Cover Page Property Address Field : This value comes from the properties tab under data management. To alter this…
Address Attributes
SETUP » Business Rules » AWT Business Rules Setting » Address Attributes
Address Attributes Attribute Multiple Choice Choose Which Lines of the Property Address display on the Property Tree and any Email output
Inspection Attributes
SETUP » Business Rules » AWT Business Rules Setting » Inspection Attributes
Inspection Attributes Attribute Multiple Choice Choose the Attributes of the Inspection to display in the Inspection side of the Property Tree display, and the emails
Property Inspection Report
Reports » AWT Reports » Basket Reports » Individual Reports » Property Inspection Report
This is the property Inspection Report. This report gets attached onto each property after it is generated. The report shows all the inspection information which were carried out. Property / Site Address: This is the address of the property. This field can be altered…
Property & Query Set
SETUP » Property & Query Set
These are not mandatory, but if no set is chosen, the user will have no Properties or Queries that they are allowed access to. User Can Use Check the boxes as appropriate. If the box is unchecked, the user will not be able to login to that programme. Approve Work…
Bulk Property Inspection Report
Reports » AWT Reports » Basket Reports » Consolidated Reports » Bulk Property Inspection Report
Bulk Property inspection Report shows all the information about the inspections carried for the chosen properties from the Basket. Report Date: This is the time of when the report was generated. Tel & Email: These values are manually edited into the report (Contact…
Work Enquiry – Default Property Set
SETUP » Business Rules » AWT Business Rules Setting » Work Enquiry – Default Property Set
Work Enquiry – Default Property Set h3.True or False Choose which Property set will be used if no set is selected
HOW TO SEARCH FOR PROPERTIES ON JMS
HOW TO … » HOW TO SEARCH FOR PROPERTIES ON JMS
To search for properties on JMS, you must follow these steps: 1. Log in JMS 2. Press New(1) on the job list 3. Press the blue magnifying glass icon(1) 4. You’ll be displayed with a table containing all the properties from the system. 5. Click on Filter…
HOW TO CREATE A JOB
HOW TO … » HOW TO CREATE A JOB
New Job A new job can be created from the Job List screen. Click on Job List from the menu bar; Click on New on the Job List screen. The job creation screen appears. The screen has different tabs. You can browse through the tabs and fill in the necessary…
Attribute
GLOSSARY » TERMS » Attribute
On each Component form, there are a number of pieces of information that may be required. These are called Attributes. The names of each of these attributes may be changed by the administrator. Each Component form will have one Indexed attribute. This is mandatory on…
HOW TO OPEN A JOB
HOW TO … » HOW TO OPEN A JOB
A job can be opened from the Job List screen. Click on Job List; Select the dropdown box of the job you want to open and click Open. *Property Address is configurable. To configure this you need to use the Application Configuration Tool. Please speak with your…
Re-Inspection
HOW TO … » HOW TO ENTER DATA FOR A JOB » Re-Inspection
Data entry for a Re-inspection job can be done after the job is accepted and the resources are assigned. The Re-inspection data entry process is as follows: Click on Job List; Select Open from the dropdown box to open the job. *Property Address is configurable.…
Open an Encapsulation inspection
HOW TO … » HOW TO ENTER DATA FOR A JOB » Encapsulation » Open an Encapsulation inspection
The data entry for an encapsulation inspection can be done by opening the historical inspection and then entering the new inspection information. *Property Address is configurable. To configure this you need to use the Application Configuration Tool. Please speak…
Component
GLOSSARY » TERMS » Component
The Asbestos Management Suite is a database system that consists of many Component data tables. Component Names cannot be changed but the items that make up the component (Attributes) may be edited. For each Property there will be a number of Surveys, this is the…
HOW TO RELEASE APPROVE A JOB
HOW TO … » HOW TO RELEASE APPROVE A JOB
Once a job is QC checked and passed by the release can be approved which means the report will be available in AMS web to be used. To release a job: Click Job List on the menu bar; Click on Release Approved in the dropdown box. Click OK to Release Approve…
No Change Re-inspection
HOW TO … » HOW TO ENTER DATA FOR A JOB » Re-Inspection » No Change Re-inspection
It is possible to mark a previous inspection that is listed for Re-inspection as ‘No Change’. This means nothing had been changed since the last visit. The ‘No Change’ action will ask for a New Survey Ref and Surveyor. The Date will be selected…
Add a new Bulk Sample Inspection
HOW TO … » HOW TO ENTER DATA FOR A JOB » Bulk Sample » Add a new Bulk Sample Inspection
Click New on the toolbar The Data Entry Wizard starts that will take you through the data entry pages. Once data entry is done saved the user will be returned to the Bulk Sample List screen. *Property Address is configurable. To configure this you need to use…
Delete an encapsulation
HOW TO … » HOW TO ENTER DATA FOR A JOB » Encapsulation » Delete an encapsulation
An Inspection that was newly updated can be deleted from the Encapsulation inspection list. *Property Address is configurable. To configure this you need to use the Application Configuration Tool. Please speak with your system Administrator. See Address…
Air Monitoring
HOW TO … » HOW TO ENTER DATA FOR A JOB » Air Monitoring
A job with the Job Type ‘Air Test’ allows attaching up to three documents. To add documents the Air Test job needs to be opened first: Click on Job List; The selected Job should have Job Type ‘Air test’; Select Open from the Action option box. The Air…
HOW TO COMPLETE A JOB
HOW TO … » HOW TO COMPLETE A JOB
Once data entry is completed the job needs to be marked as Completed. Click on Job List; The current job status; From the selected Job dropdown box, click Complete. *Property Address is configurable. To configure this you need to use the Application…
HOW TO DELETE A JOB
HOW TO … » HOW TO DELETE A JOB
A Job can be deleted from the system by the coordinator before the job report is approved. Any other users need to inform the coordinator if the Job needs to be deleted. Click on Job List; From the selected Job dropdown box click Delete. *Property Address is…
HOW TO LOG OFF
HOW TO … » HOW TO LOG OFF
A User can log off the application at any time. The Log off button is on the menu bar. It is better to use the Log off option every time a user wishes to exit the application. Closing the application in any other way may lock the user out for security purposes. A user…
How to delete an Inspection
HOW TO … » HOW TO ENTER DATA FOR A JOB » Asbestos Survey » How to delete an Inspection
An inspection can be deleted from an Asbestos Survey job at any point before the job is submitted. Once the Job is opened, an inspection can be deleted from the Inspection List Screen. Select the Inspection List tab; Select Delete from the dropdown box of chosen…
Add a new inspection during an Encapsulation Job
HOW TO … » HOW TO ENTER DATA FOR A JOB » Encapsulation » Add a new inspection during an Encapsulation Job
During an Encapsulation job it is possible to come across a location where there is no previous inspection information recorded. In this scenario it is possible to create an entirely new inspection for this location. Click new on the toolbar. The Data Entry…
Delete a Bulk Sample Inspection
HOW TO … » HOW TO ENTER DATA FOR A JOB » Bulk Sample » Delete a Bulk Sample Inspection
An inspection can be deleted from a Bulk Sample job at any point before the job is submitted. Follow the process below: Make sure the Bulk Sample List tab is selected; From the selected job on the grid click Delete from the dropdown box. A confirmation message…
Form Designer
SETUP » Form Designer
Form Designer edits the input screens that users see when they are adding Property and Inspection data into Data Collector. You can change which items are displayed, and in what order. Use the form designer to ensure that users need only add appropriate data when…
Asbestos Survey
HOW TO … » HOW TO ENTER DATA FOR A JOB » Asbestos Survey
Once a job is accepted and assigned, data can be entered. There are different workflows for each type of job. The data entry form may vary from one type of a job to another. The following is the Asbestos Survey data entry process Click on Job List; Click on the…
Removal job
HOW TO … » HOW TO ENTER DATA FOR A JOB » Removal job
Data entry for Asbestos Remove job can be done after the job is accepted and resources are assigned. The Remove Asbestos data entry process is as below: Click on Job list; The selected Job must have Job Type ‘Asbestos Remove’; Click Open from the dropdown…
Bulk Sample
HOW TO … » HOW TO ENTER DATA FOR A JOB » Bulk Sample
The Data entry for Bulk Sample job can be done after the job is accepted and the resources are assigned. The Bulk Sample data entry can be done following the steps below: Click on Job List; Job Type must be ‘Bulk Sample’; From the selected job on the grid…
Encapsulation
HOW TO … » HOW TO ENTER DATA FOR A JOB » Encapsulation
The Data entry for an Encapsulation job can be done after the job is accepted and the resources are assigned. The Encapsulation data entry process is as below: Click on Job List; The Job Type must be ‘Encapsulation’; From the selected job on the grid click…
How to Download Air test document
HOW TO … » HOW TO ENTER DATA FOR A JOB » Air Monitoring » How to Download Air test document
Air Test job does not have any overall report. User can download the attached documents any time. When the job is submitted, the status of the Air Test job gets changed to Report Approved. A user with appropriate rights can then make the job Released Approved. The…
Edit a Bulk Sample Inspection
HOW TO … » HOW TO ENTER DATA FOR A JOB » Bulk Sample » Edit a Bulk Sample Inspection
An inspection of a Bulk Sample Job can be edited any time before the Job is submitted. Follow the process below: Make sure the Bulk Sample List tab is selected; From the selected job on the grid click Edit from the dropdown box. The Data Entry Wizard starts…
Add a new inspection during a Removal Job
HOW TO … » HOW TO ENTER DATA FOR A JOB » Removal job » Add a new inspection during a Removal Job
During a Removal job it is possible to come across a location where there is no previous inspection information recorded. In this scenario it is possible to create an entirely new inspection for this location. Make sure that the Removal List tab is…
HOW TO VIEW JOB INFORMATION
HOW TO … » HOW TO VIEW JOB INFORMATION
Once a job is created the job info can be viewed or amended any later stages of the Job. Click on Job List; From the selected job on the grid click Open from the dropdown box. The job screen appears and it has different tabs for data entry or for editing…
HOW TO VIEW HISTORICAL DATA
HOW TO … » HOW TO VIEW HISTORICAL DATA
When a Re-inspection is carried out it is possible to view the previous inspection data and print a report. The report is designed in a way so that it can be used as a paper form for data collection. Click on Job List; The Job type must be ‘Asbestos…
Configuration Checklist Before Project Goes Live
SETUP » Configuration Checklist Before Project Goes Live
Before project goes live the Administrator has to make decision on the following items so that they can be configured beforehand. 1. The Asbestos Survey Forms In JMS while doing data entry for Asbestos Survey the user would require to select a form to enter…
HOW TO CANCEL A JOB
HOW TO … » HOW TO CANCEL A JOB
When a job is still at the ‘Request’ status it can be cancelled by the coordinator: Click on Job List; From the selected Job dropdown box click Cancel. A confirmation screen will appear: Click OK to cancel the job; Click Cancel to cancel your…
HOW TO UPLOAD A MAIN PHOTO
HOW TO … » HOW TO UPLOAD A MAIN PHOTO
Once a job is created, the Main Photo for the job can be added as part of the survey data entry. Click on Job List; From the selected job on the grid click Open from the dropdown box. The Job screen appears and it has a number of different tabs. One of them is…
HOW TO UPLOAD A MAIN DRAWING
HOW TO … » HOW TO UPLOAD A MAIN DRAWING
Once a job is created the Main Drawing for the job can be added as part of the survey data entry. Click on Job List; From the selected job on the grid click Open from the dropdown box. The Job screen appears and it has a number of different tabs. One of them…
Remove a Removal Job
HOW TO … » HOW TO ENTER DATA FOR A JOB » Removal job » Remove a Removal Job
Click Remove in the dropdown box. *Property Address is configurable. To configure this you need to use the Application Configuration Tool. Please speak with your system Administrator. See Address Attribute. The Remove screen appears: Your job reference…
How to Add Air test document
HOW TO … » HOW TO ENTER DATA FOR A JOB » Air Monitoring » How to Add Air test document
Once an Air Test job is opened the test documents can be added to the job. Make sure the Air Test List is selected. Once Select is clicked, the user will be able to navigate to select the file. Refer to the screenshot below; Click on Upload after a certificate…
Delete a Re-inspection
HOW TO … » HOW TO ENTER DATA FOR A JOB » Re-Inspection » Delete a Re-inspection
An Inspection that was newly updated can be deleted from the Re-inspection inspection list. Click delete in the dropdown box to delete the Re-Inspection. The following message box will appear for Confirmation: If the inspection has the same attachment…
HOW TO ACCEPT A JOB
HOW TO … » HOW TO ACCEPT A JOB
Once a Job is created it will be displayed on the Job List tab with the status ‘Request’. A Coordinator can accept the job. Click on the Job List; Click on the arrow to expand the list of actions; Select ‘Accept’ from the option box. The screen…
Add a new Inspection during a Re-inspection job
HOW TO … » HOW TO ENTER DATA FOR A JOB » Re-Inspection » Add a new Inspection during a Re-inspection job
During a Re-inspection job it is possible to come across a location where there is no previous inspection information recorded. In this scenario it is possible to create an entirely new inspection for this location. To do so, follow the instructions below: Click…
Delete a Removal job
HOW TO … » HOW TO ENTER DATA FOR A JOB » Removal job » Delete a Removal job
An Inspection that was newly updated can be deleted from the Remove inspection list. User will not be allowed to delete any historical Inspection, only the inspection with the removal info will be deleted. Click Delete in the dropdown box to delete the selected…
HOW TO RELEASE REJECT A JOB
HOW TO … » HOW TO RELEASE REJECT A JOB
An approved report will only be available for general use in Webtracker when the report is release approved. But the release of the report can be rejected by the user with appropriate right if the report has any issue. Follow the steps below: Click on Job…
Open a Re-inspection
HOW TO … » HOW TO ENTER DATA FOR A JOB » Re-Inspection » Open a Re-inspection
The Re-inspection data entry can be done by opening the historical inspection and then entering the new inspection data. From the selected Inspection on the grid click on Open from the Action option box *Property Address is configurable. To configure this you…
How to edit an Inspection
HOW TO … » HOW TO ENTER DATA FOR A JOB » Asbestos Survey » How to edit an Inspection
Inspection data can be edited at any point before the job is submitted. Once an Asbestos Survey job is opened, the inspection(s) can be edited from the Inspection List tab. Select the Inspection List tab; Click on Edit in the dropdown box of the inspection you…
How to add a new Inspection
HOW TO … » HOW TO ENTER DATA FOR A JOB » Asbestos Survey » How to add a new Inspection
New inspections can be added once an Asbestos Survey Job opens. The data entry process starts from the Inspection List Screen: *Please note, that you cannot add inspections if there is no service provider assigned. Click on New The Data Entry Wizard will start…
HOW TO ENTER A LAB RESULT
HOW TO … » HOW TO ENTER A LAB RESULT
If a job has the job status ‘Pending Sample Result’, a lab result can be added. A user with the ‘Lab Analyst’ status should be able to add the lab result. Click on Job List; The status of the job must be ‘Pending Sample Result’; Click on Lab…
arcHouse INTEGRATION
HOSTED SERVICE & INTEGRATION » arcHouse INTEGRATION
Introduction These implementation notes cover the integration with PSI 2000’s Asbestos Management Suite (AMS). The integration consists of one export from arcHouse and one import into arcHouse – • arcHouse exports a property file for import into…
Note
GLOSSARY » TERMS » Note
Notes store free text information for each Property. It is possible to have as many Notes as required per Property. Notes can be created by Surveyors to provide general information on a Property.
FAQ
Reports » FAQ
What is the main difference between Property Report and Job Report? The main difference between Job Report ( Asbestos Survey Report, Reinspection Report, Removal Report, etc.) and Property Report is that Property Report contains consolidated information from all the…
ADX
HOSTED SERVICE & INTEGRATION » ADX
This document is about integrating Asbestos Management System (AMS) with a client’s existing Property/Asset management system (referred as PMS from now on). The integration requires PSI’s Application Data Exchange (ADX). The data exchange cycle involves – ADX…
Job Locking
GLOSSARY » TERMS » Job Locking
This section describes the behaviour of the system when there are more than a Job at anytime for a property. This section describes the behaviour of the system when there are more than a Job at any time for a property. For certain Job types (e.g. Re Inspection,…
Management Report
Reports » AWT Reports » Basket Reports » Individual Reports » Management Report
Management Report shows you all the information about the property. This guide will tell you how certain fields can be populated within the report. Report Cover Page Property Address : This value comes from the properties tab under data management.To alter this value…
Asbestos Survey – New
GLOSSARY » TERMS » Job Type » Asbestos Survey – New
This Job Type is used when there is a need to do a Survey for a property when a reference to any historical data is not required or the property has not been surveyed before.
Consolidated Reports
Reports » AWT Reports » Basket Reports » Consolidated Reports
Under this sub section, you will find all the AWT Basket, Consolidated reports and information on how the data is populated in the fields. Bulk Property Inspection Report
AWT Reports
Reports » AWT Reports
Under this sub section, you will find all the AWT reports and information on how the data is populated in the fields. Property Report Basket Reports
Individual Reports
Reports » AWT Reports » Basket Reports » Individual Reports
Under this sub section, you will find all the AWT Basket, Individual reports and information on how the data is populated in the fields. Property Inspection Report Management Report
Options
GLOSSARY » TERMS » Options
These are the available choices in those attributes that have a drop-down list.
Import Add New Properties
SETUP » Business Rules » DIEU Business Rules Setting » Import Add New Properties
Import Adds New Properties True or False Choose whether any new Properties (with new UPRNs) created on DCR or DCM should be allowed to be added to your Asbestos Database. If a new Property created on DCR or DCM contains an existing UPRN, the data will be appended to…
Reports
Reports
Reports can be different type: AWT Reports Individual Property Report Consolidated Report of Properties JMS Reports Job Report Job Ticket Job Info Job List Report Inspection List Report Historical Report
Triggers
SETUP » Triggers
A Trigger is a value chosen in one attribute that causes values to be entered in other attributes. The value chosen in one of the attributes automates entries in other items. For Example You might set a Trigger so that when Bath Panel is chosen as the Element the…
Historical Report
Reports » JMS Reports » Job Reports » Historical Report
Historical report shows you all the latest historical data carried out on a given property. Page 1 Job Type: This field can be populated upon job creation (see photo below). UPRN : This is the property unique identification number. This fields gets created when a new…
Business Intelligence
HOSTED SERVICE & INTEGRATION » Business Intelligence
Areas for potential integration with Housing System are: Property Information – Import Job Information – Import Information on status of a property with reference to Asbestos – Export Information on status of a property with reference to Fire…
Asbestos Survey – Removal
GLOSSARY » TERMS » Job Type » Asbestos Survey – Removal
This Job Type is used when there is an Asbestos removal for a property.
Asbestos Air Monitoring
GLOSSARY » TERMS » Job Type » Asbestos Air Monitoring
This Job Type is used when there is a need to provide information on Air Monitoring completed for a Property.
Asbestos Survey – Re Inspection
GLOSSARY » TERMS » Job Type » Asbestos Survey – Re Inspection
This Job Type is used when there is a need to update data already collected for a property based on previous surveys.
Asbestos Encapsulation
GLOSSARY » TERMS » Job Type » Asbestos Encapsulation
This Job Type is used when there is a need to update condition of materials within a Property when encapsulation is carried out.
HOW TO EDIT A RELEASE APPROVED JOB
HOW TO … » HOW TO EDIT A RELEASE APPROVED JOB
If you have release approved a job and need to edit data, you will need to create a re-inspection for that property.
Asbestos Bulk Sample
GLOSSARY » TERMS » Job Type » Asbestos Bulk Sample
This Job Type is used when there is a need to provide information on Sample(s) taken for a Property without doing a Survey
Drawing
GLOSSARY » TERMS » Drawing
A Drawing record stores electronic image of a Plan for all or part of a Property A Drawing record could store: CAD (i.e. dynamic) Line drawing (i.e. static)
Show General Agreement
SETUP » Business Rules » AWT Business Rules Setting » Show General Agreement
Show General Agreement True or False Choose whether to display the General Agreement prior to the Property Tree. The General Agreement advises your Methodology and Interpretation of the data. The Audit Trail tracks user’s acceptance of this…
Survey
GLOSSARY » TERMS » Survey
A “Survey” record contains information gathered during a site visit. A “Survey” is like a folder for storing all information gathered on a visit. When we are doing a “Survey” we are visiting a Property. A “Survey Reference” can be substituted by…
Inspection
GLOSSARY » TERMS » Inspection
The process of collecting a set of data to enable us to calculate the severity of an Asbestos hazard is called Inspection. For example: When a Surveyor collects data for a wall within a room in a property, an Inspection is created. In a “one-bedroom” house it is…
Job Release Workflow for Coordinator
EXAMPLE WALK THROUGH » Job Release Workflow for Coordinator
In this workflow a User with Role of Coordinator release a Job i.e. the information for the job becomes accessible on the AWT. *After clicking on any of the links below use the back page button on your browser to get back to the original page. Login to JMS…
Bulk Sample Report
Reports » JMS Reports » Inspection List Reports » Bulk Sample Report
This report is generated on the inspection list and shows information about inspections with samples. Address: The address at the top right is set on the template. To change the value please contact PSI. Property/Site Address: This value is set on propery creation.…
Completing QC Workflow by QC
EXAMPLE WALK THROUGH » Completing QC Workflow by QC
In this workflow a User with Role of QC approves the Job. *After clicking on any of the links below use the back page button on your browser to get back to the original page. Login to JMS applications; Search for the required Job using the search facility on the…
Ticket Report
Reports » JMS Reports » Job Reports » Ticket Report
The ticket report, also known as the “Job Ticket” gives an overview of information about the job. Ticket Reference: This value is generated by the system and cannot be changed. Property ID: This value is set when creating a property. This value cannot be…
Job Information Report
Reports » JMS Reports » Job Reports » Job Information Report
The job information report provides details about the job. I.e. the tenant name, number, required works etc. Basic Information PropertyID: This value is set on creating the property and cannot be changed. Date of Creation: This value is automatically set by the…
Historical Data Report
HOW TO … » HOW TO VIEW REPORTS » Historical Data Report
Historical Data Report is the report displaying all the historical data of jobs which took place on the property which is currently being surveyed. *Note: The job must be of type: Re-Inspection, Removal or Encapsulation in order for the system to be able to extract…
HOW TO CREATE A USER
ADMINISTRATOR » USERS » HOW TO CREATE A USER
A user that has administrator rights can to create users for the application. To create an user, please follow these steps: Click Setup on the menu tab; Click on Users; Click on Add New User. The add new user screen appears: User ID: The user ID is the…
Completing Sample Result Workflow for Analyst
EXAMPLE WALK THROUGH » Completing Sample Result Workflow for Analyst
In this workflow a User with Analyst Role opens a Job and enters lab results fir the Job. *After clicking on any of the links below use the back page button on your browser to get back to the original page. Login to JMS applications; Search for the required Job…
HOW TO CREATE MULTIPLE JOBS IN BULK UPLOAD
HOW TO … » HOW TO CREATE MULTIPLE JOBS IN BULK UPLOAD
Jobs can be created in a bulk in JMS using an Excel template. The template has all the fields of the Job Request. The job information needs to be provided in every column i.e. there should not be any empty cell in any row. Information on each row will create one job.…
Asbestos Re Inspection Report
Reports » JMS Reports » System Generated Reports » Asbestos Re Inspection Report
Asbestos Re Inspection Report shows you all the information about a re inspection job which has been done. Report Cover Page Property Address Field: This value comes from the properties tab under data management.To alter this value in your report, you must navigate…
Inspection Forms
EXCEL ADD ON » Data Entry » Inspection Forms
There are 3 main types of inspection forms for all systems. These are: Visual Inspection Form Sample Taken Form Visually Similar To Form *Names may vary based on the configuration of the system. These forms can be generated on Excel by using either the…
No Change Encapsulation
HOW TO … » HOW TO ENTER DATA FOR A JOB » Encapsulation » No Change Encapsulation
It is possible to mark a previous inspection that is listed for Encapsulation as ‘No Change’. This means nothing has changed since the last visit. The ‘No Change’ action will ask for a new Survey Ref, Surveyor and Survey type. *Property Address is…
Air Monitoring Workflow for Service Provider
EXAMPLE WALK THROUGH » Air Monitoring Workflow for Service Provider
In this workflow a User with Service Provider Role opens an Air Monitoring Job, updates the historical data, completes, submits the job and approve the Job. *After clicking on any of the links below use the back page button on your browser to get back to the original…
Entering Inspections without Sample Result Workflow for Surveyor
EXAMPLE WALK THROUGH » Entering Inspections without Sample Result Workflow for Surveyor
In this workflow a User with Survey Role opens a Job, enters inspection information for a sample without entering sample result. When a user with Lab Analysis Role logs in next they will see the Job as Pending Sample Result. *After clicking on any of the links below…
Check Reports in Sub Folders
SETUP » Business Rules » AWT Business Rules Setting » Check Reports in Sub Folders
Check Reports in Sub Folders True or False Choose whether to search Sub Folders of the declared Reports Folders. The File name will need to begin with the subfolder path (e.g. \SubFoldername\Filename.ext)
Check Drawings in Sub Folders
SETUP » Business Rules » AWT Business Rules Setting » Check Drawings in Sub Folders
Check Drawings in Sub Folders True or False Choose whether to search Sub Folders of the declared Drawings Folders. The File name will need to begin with the subfolder path (e.g. \SubFoldername\Filename.ext)