help guide adding a new site-updated ... 1300 728 852 adding a new site 3. 8. required docs are...

Download HELP GUIDE Adding a New Site-Updated ... 1300 728 852 Adding a New Site 3. 8. Required docs are again

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  • 1.1. Click SITES in main menu

    2. Click ADD NEW SITE

    3. Enter the site name, tick to make the site active & select a site status.

    The site status will affect the

    visibility of your fleet list &

    document requirements.

    Click on each status to view

    further details (see table below)

    (NOTE: only site owners & admins are able to make

    changes to the site status.

    Changing the status may have

    serious implications to

    assigned machines)

    assessor.com.au 1300 728 852

    Adding a New Site

    1.

    2.

    3.

    Internal

    Internal

    Invite only

    Invite only

    Invite & approve

    Public

    Public

    SITE VISIBILITY PRE-QUAL DEFINITION

    Internal sites are only visible to users in the same membership. Machines assigned to a site that are not in pre-qual process are marked as pending approval on the machines page. Machines are automatically assigned to a pre-qual process for this site once assigned to actual site.

    Internal sites are only visible to users in the same membership. There is no pre-qual process for this site This site does not appear on the pre-qual machines tab. Machines assigned to this site look just like machines do today on the machines page.

    Invite only sites are visible to invitees at all times. Machines assigned to this site that are not in pre-qual process are marked as pending approval on the machines page. Machines are automatically assigned to a pre-qual process for this site once assigned to actual site.

    Invite only sites are visible to invitees at all times. There is no pre-qual process for this site. This site does the pre-qual machines tab. Machines assigned to this site look just like machines do today on the machines page.

    Invite & approve sites are only visible to invitees whos machines have been approved This site is hidden in until machines are approved. All machines are marked as pre-qual approved on the machines page.

    Public sites are visible to all Plant Assessor users. Machines assigned to a site by an invitee that are not in pre-qual process are marked as pending approval. Machines are automatically assigned to a pre-qual process once assigned to an actual site.

    Public sites are visible to all Plant Assessor users. There is no pre-qual process for this site. This site does not appear on the pre qual machines page. Machines assigned to site look just like machines do today on the machines page.

  • 4. Click NEXT to set SPONSORSHIP rules. Select no sponsorship, or set manual or automatic

    sponsorship of machines added to this site. Choose the level you wish to sponsor the machine(s)

    at as well as a start action and an end date. Accept T & Cs, then click NEXT.

    5. Add SUB CONTRACTOR DOCUMENTS (docs you require from others) via the third tab.

    If default site requirements are set they will be listed to the right of the screen and also appear in

    the document type list with a lock symbol. Default requirements are mandatory documents

    - they can only be edited by the administrator.

    6. To select additional site requirements, expand the headings and click the tick next to the

    document type.

    7. Click NEXT to add SITE OWNER DOCUMENTS (docs you will provide to others)

    assessor.com.au 1300 728 852

    Adding a New Site

    2.

    4.

  • assessor.com.au 1300 728 852

    Adding a New Site

    3.

    8. Required docs are again marked with a lock symbol 9. Click ADD DOCUMENT 10. Choose a document type from the dropdown list, add a file, click SAVE, then CLOSE 13. Your document will then appear in the SITE OWNER DOCUMENT list 14. Once finished, click CLOSE

    5.

    6.

    9. 10.

  • assessor.com.au 1300 728 852

    How to Add & Manage a Connection

    1.

    1. Go to the CONNECTION tab in the main menu

    2. Click ADD A SUB-CONTRACTOR

    3. A pop-up will appear. Enter the email address of your connection (sub-contractor) An email will be sent to the specified address with instructions to accept/reject the connection

    4. A connection will have a status of - = pending

    = rejected

    = accepted/connected

    x

    1.

    3.4.

    Prime Contractors are now able to establish a connection with their Sub Contractors via Plant Assessor.

    2.

  • assessor.com.au 1300 728 852

    How to Add & Manage a Connection

    2.

    1. To manage a connection, click on the vertical blue dots, then CONNECTION DETAILS - view contact information, library documents and connection contacts.

    2. To add a new contact (ie. a person who works for the connected company) again, click on the vertical blue dots, then click ADD CONTACT. Select the contact you wish to connect with from the drop down list, then click CONNECT.

    3. Click on each connection row to view a list of all contacts

    4. Use the filter on the left of the page to sort by the

    connection status

    1.

    2.

    3.

    4. Connections

  • 5.

    assessor.com.au 1300 728 852

    How to Add & Manage a Connection

    3.

    5. Hover over the library icon to view required, missing, approved and rejected documents. A red library icon means documents are missing or have been rejected

    A green library icon shows documents all required documents have been added and/or approved

    An orange libray icon shows expired and/or pending documents

    6. Click on the Library icon to view, approve or reject your connections documents. Locate the document, click approve (thumbs up) or reject (thumbs down,) then click SAVE. NOTE: You must add a comment to a rejected document.

    6.

  • assessor.com.au 1300 728 852

    How to Add & Manage a Connection

    4.

    7. To delete a connection select the connection(s), then click REMOVE CONNECTIONS

    7.

  • assessor.com.au 1300 728 852

    How to invite a contact to a pre-qual site process

    1.

    1. Go to the CONNECTION tab in the main menu

    2. (As a Prime Contractor) find the contact that you wish to invite to your pre-qual site process. Click the vertical blue dots, then INVITE TO PRE-QUAL SITE PROCESS.

    3. A pop-up will appear. Select site from list of your public sites and click SEND INVITATION. Your contact (sub contractor) will receive an email detailing the pre-qual site process.

    1.

    2.

    Inviting contacts to a pre-qual site process means that they are able to add machines to your site for pre-qualification.

    3.

    NOTE: Save time by sending a site pre-qual invitation to a pending connection. This way they will be ready to add machines immediately after they accept the connection.

  • assessor.com.au 1300 728 852

    How to add machines to a pre-qual site process

    1.

    1. Click on the My Machines tab on the machines home screen 2. Select your machines, then click ADD TO PRE-QUAL SITE PROCESS

    3. A modal will appear. Choose a site, then click SAVE. (NOTE: once assigned to pre-qual site your machine details & public documents will be visible to the site owner)

    3.

    1.

    2.

  • 6.

    assessor.com.au 1300 728 852

    How to add machines to a pre-qual site process

    2.

    5. View/manage machines assigned to pre-qual sites

    by clicking the Pre-qual

    Machines tab on the

    machine homescreen

    4. The machine edit modal will then show

    pre-qual site under

    the HISTORY Tab

    6. Use the Filters down the left of the page to view machines assigned to -

    • Pre-qual sites you own

    • Pre-qual sites you have

    been invited to

    5.

    4.

    5.

  • assessor.com.au 1300 728 852

    How to add machines to a pre-qual site process

    3.

    7. To remove a machine from a pre-qual process go to your Pre-qual Machines tab and select a site. Select the machine(s) that you wish to remove, then click REMOVE MACHINES FROM LIST. A modal will appear - tick confirm & click SAVE.

    7.

  • assessor.com.au 1300 728 852

    How to review an Assessment

    2.

    A Prime Contractor can conduct a review of an existing assessment against the machine as it is at the time of review i.e. now.. The review results show any variances between the original and review assessment plus any actions required.

    1. Find the machine, click on the vertical blue dots, then click REVIEW ASSESSMENT

    2. The machine modal will open at tab 3 - History. Find the assessment that you wish to review and click REVIEW ASSESSMENT (or click UPDATE to make changes to an assessment that has already been reviewed.)

    1.

    2.

  • assessor.com.au 1300 728 852

    How to review an Assessment

    3.

    3. The review assessment is identical to the original assessment i.e. specs, answers, comments and photos. The background colour shows the original answer - eg. green = yes answers. - click on each line to agree, or select an alternative answer. A comment must be added if the question is answered differently to the original assessment.

    TIP: Scroll down to botton of the page & select ACCEPT ANSWERS if you agree with all the original answers.

    4. Once review assessment is comp