Please note that you must have been granted access to the HSE section in the Administration dashboard.
From the main dashboard click the Administration icon in the left application toolbar. You will then be navigated to the Administration dashboard. This provides you with access to HSE and any other administrative functions that you have been granted access.
Types and Forms Overview
This function allows for the easy creation and management of Equipment types and forms.
Editing and Adding Types
First select the project from the dropdown menu at the top of the page. This brings up a list of equipment types associated with the project.
Click the pencil icon to add or edit information, including name, associated inspection form, inspection frequency, and if it is a parent (toggle the slider to green if it is a parent, or grey if it is not a parent). Click the green circle to save your changes, or click the white circle to go back without saving.
To create a new type, click the + button at the bottom of the list and add the required information.
click the green circle icon to save your work, or select the x circle icon to go back without saving.
Editing and Adding Forms
First select the project from the dropdown menu at the top of the page. This brings up a list of equipment forms associated with the project. Click the eye icon to view and edit form details.
Mark a form as available as active or inactive in the system by clicking the toggle to the right of the form name. Green with a check mark means the form is activate, grey with white circle means the form is not active.
To create a new form, click the + button at the bottom of the list. For more information, see the 'Forms' section of the Help Centre.