How Do I Add a Project?
It is important to add Projects to the system as it includes all the relevant information about the project that is being carried out. By adding Projects to the system, you will be able to see the compliance status of the people who are allocated to the project. This will ensure there is no non-compliance involved in the project and all the required health and safety measurements are in place.
- On the left side menu, click ‘Projects’.
- Click ‘+ New Project’.
- Enter the code, name, description, start date and proposed finish date.
- Select the Location from the dropdown options.
- Select the Sector and Subcontractors from the dropdown options (you can select multiple) - 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.
- You can pinpoint the location of the project on the map by clicking it.
- Click ‘Save & Submit’.
Note that when a new project is created, an automated notification will be sent to the contractor.
- 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.
- 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:
- Set up Locations
- Set up Sectors
- Set up Subcontractors