...
2. Select a project type by clicking on it. The type defines the dashboard used for the project.
...
5. The project start page may vary depending on the project type. The dashboard on the start page can be edited. Once the project has been created, you can add data such as tasks, notes, non-conformances (cases), checklists, documents, participants, and risk assessments.
The tasks task module is often used to define who is responsible for specific activities in the project, as well as the planned start and end dates for these activities.
The non-conformance module can be used to register nonconformities, improvementsimprovement suggestions, variation orderorders, and claims related to the project.
Participants can be used to define roles and grant permissions within the project.
Checklists may include safety inspections or Safe Job Analyses Safety Analysis (SJAsJSA), but can also be used for verifying completion of tasks. When responsibility and execution dates need to be defined, checklists can be linked to a task instead of the project.
The risk module can be used to carry out local risk assessments specific to the project.
- Notes can be used to log communication with customers or suppliers, or to record other relevant information in the project.
Other modules that can be used in combination with the project module include financial records, protocols, products, equipment rental, and SJAs JSA (Safe Job AnalysesSafety Analysis).
Registrations from certain modules are not predefined in a project template, as they typically occur and are registered during the course of the project. These may include non-conformances, SJAs (Safe Job Analyses), protocols, and equipment loans, but also tasks, checklists, and documents. Registrations can be linked to a project either by opening the project and creating a new entry record from there, or by going directly to the module and selecting the project within the form. In the non-conformance module, it looks like this:
...