Select your required project from the Company Overview drop-down in the top right hand corner
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Select your required project from the Company Overview drop-down in the top right hand corner
Select Inspections > Start New Inspections or Inspections > Active Inspections from the left hand menu
Select the blue + button to the right of 'Observations' when answering Yes/No/NA questions to raise an Observation
Select the Observation Category from the dropdown menu if applicable
Select the Observation Type from the dropdown menu
Select if the observation is either positive or negative (The resolution will depend if observation is positive or negative selection)
Select a Responsible Party to assign the observation to
If there are Functions set up in the system, you can select the relevant option from the dropdown, which will then filter the list of subcontractors, making it easier for you to select the right responsible party. If you have only set up one function or have not set any up at all then you can ignore this step. (To read about how to set up Functions in the system see Company > Configure and Assign Functions to Employers
Additional responsible parties can be added where there is more than one responsible party, by selecting '+Add Additional Responsible Party'
When the observation is negative, the Resolution section will appear allowing the user to add additional details to monitor the observations's close out. By selecting Priority, the Due Date will automatically be completed
The Already Resolved tick-box, provides you the ability to flag that an item has been fixed, which will continue to store the details of the observation for reporting/audit purposes but will not assign the observation to the responsible party for rectification, once submitted
Select Require Fix Photo, the Subcontractor will not be able to submit a Resolution without attaching a photo. However, if you as the Site Staff close out these observations, you will not be required to attach a photo
Observation Details, you have the option to choose from your Predefined Templates or enter details manually. To set up Predefined Templates, see My Account > Observation Templates
Add between 1 - 3 photos of the observation Select > Choose File and:
Mobile device (phone / tablet) - select whether you wish to use an existing photo from your gallery or take a new picture. Follow the prompts of your relevant device and assign a photo.
Desktop/laptop computer - browse your file system for the photo to assign
You can annotate photos by clicking on the paint brush. Once you have finished annotating the photo, select the small X in the right corner and the image will be saved
Once all completed, selectthe yellow 'Create' button at the bottom of the page