How Do I Add a Project?
Adding Projects to the system is important because it captures all relevant details about the work being carried out. It also allows you to monitor the compliance status of all individuals assigned to the project, helping to ensure that everyone meets required standards. This reduces the risk of non-compliance and supports the implementation of necessary health and safety measures.
This article includes step-by-step instructions on how to add a Project.
- On the left side menu, click Projects.
- Click +New Project.
- Enter the Code, Name and Description.
- Enter the Start Date and Proposed Finish Date of the project.
- Select the Location from the dropdown options.
- Select the Sector(s) and Subcontractor(s) from the dropdown options - Subcontractors must be assigned to one or more locations in the system, as this information is necessary for tasks such as setting up employees and accepting job assignments.
- Pinpoint the location of the project on the map by clicking it.
- Click Save & Submit.
This is required before you can add a Project:
- Set up Locations
- Set up Sectors
- Set up Subcontractors
- Set up Notifications
- 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.