Create an empty project
1. Go to the project module and click Register a new project.
2. Select the project type by clicking on it. The type defines the dashboard used for the project.
3. Enter the project details and click Save. You can enter details such as status, department, and the customer associated with the project. You can also specify the project’s start and end dates, and assign a project manager and an HSE coordinator to the project. Agreements from the contract module can also be linked to the project.
Note: There are more options available than those displayed in this example. Activate configuration mode to view all available options.
4. After saving, you can open the project by clicking Go to project portal for this project.
The project start page may vary depending on the project type. The project type determines which start page is displayed. 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 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, improvements, variation order, and claims related to the project.
Participants can be used to define roles within the project.
Checklists may include safety inspections or Safe Job Analyses (SJAs), but can also be used for verifying completion of tasks. Checklists can be linked to tasks within the project if there is a need to assign responsibility and deadlines for the checklist execution.
Project risk 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 (Safe Job Analyses).