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How Do I Add a Project?

It is important to add Projects to the system, as this captures all relevant information about the work being undertaken. Including Projects in the system also enables you to monitor the compliance status of individuals assigned to the project. This helps to ensure there are no instances of non-compliance and that all necessary health and safety measures are in place.

1. On the left side menu, click Projects.
2. Click New Project.
3. Enter the Code, Name, Description, Start Date and Proposed Finish Date.
4. Select the Location from the dropdown options.
5. Select the Sector(s) and Subcontractor(s) from the dropdown options - the subcontractor must be assigned to one or more locations to be able to use the system, as subcontractors need this information to set up employees or accept jobs, for example.
6. You can pinpoint the location of the project on the map by clicking it.
7. Click Save & Submit.

Note: when a new project is created, an automated notification will be sent to the contractor.

1. A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields i.e. code, name and location.

1. A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work i.e. description, start and proposed finish date, sector and subcontractors.

This is required before you can add a Project:

1. Set up Locations
2. Set up Sectors
3. Set up Subcontractors