Reporting for... SENIOR TEAM VISIT REPORTS Julie-Anne Murphy measure2improve Tel: 01884 849115 Email: [email protected]
Welcome message from author
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Whats new in eContrack
Reporting for...
SENIOR TEAM VISIT REPORTS Julie-Anne Murphy measure2improve Tel: 01884 849115Email: [email protected]
1
Overview
NSPECTIONS
AddingEditing
IPAD APP
Activation & UpdatesDirector & SM Insp.Senior Manager Monthly
2GENERAL
Account ActivationNavigationIE FavouritesLoginSupport/ Help
2. DATA
Entering New DataSubmitting DataPrint PDFIssuing Closure
3. Reporting
Create ReportsEdit Data
4. iPad DeviceActivationEntering DataUploading Data
General - AccountStep 1: m2i will issue your Account via emailStep 2: Click on here text
3
3
General - AccountStep 3: Choose your passwordStep 4: Click Activate
4
General - AccountStep 5: Choose a Security Question & AnswerStep 6: Click Save
5
General - AccountStep 7: Receive notification of Activation
If you experience any problems activating your account, please email;
6
General - Website
eContrack Senior Team Visit Website Address
http://kier-incident.econtrack.co.ukStep 1: Open your Internet Browser
Step 2: Input the web address (listed below)
Step 3: Click Enter
Step 4: Navigate to Senior Team Visit Area of website7
General - Website
8
General - IE FavouritesSTEP 1: Open Internet Explorer (or other browser)
STEP 2: Navigate to the website you want to save to favourites
STEP 3: Click Favourites button (top right)
STEP 4: Click Add to Favourites
STEP 5: Give your favourite a name STEP 6: Click Add
9
General - LoginStep 1: Open your Internet BrowserStep 2: Navigate to http://kier-incident.econtrack.co.ukStep 3: Click the APR then Senior Team Visit Reports areaStep 4: Enter your Login DetailsStep 5: Click Login icon
10
General - Supportm2i SUPPORT CONTACTS:Chris Bathory Kier Project ManagerTel: 07723 368627Email: [email protected]
Julie-Anne Murphy Technical & Customer Support Tel: 01884 849115Email: [email protected]
eContrack m2i HelpdeskTel: 01884 849115Email: [email protected]
11
General - Help12
You can access further guidance and support via the HELP tab on Kier eContrack website. Here is a direct link to that page;
Senior Team Visit Reports: http://kier-incident.econtrack.co.uk/help
General - HelpiBrowse from Macroplantwww.ibrowseapp.com
We recommend you install iBrowse on your PC so that you may transfer m2i Anywhere App database to m2i support staff if requested.
Details on how to transfer database are here;http://kier-incident.econtrack.com/help
13
Creation PageStep 1: Open your internet browserStep 2: Navigate to http://kier-incident.econtrack.co.ukStep 3: Click APRStep 4: Click Senior Team Visit ReportsStep 5: Click Director & Site Manager Site InspectionStep 6: Choose your criteria from the list;
COMPANY: Click & choose the company name PROJECT: Click & choose the project name INM/ Insp Date: Choose the date you are inspecting
Step 6: Click Start Create New icon
14
Assessor Confirmation Email
This email is confirmation of the information you entered against :
Template :Director &/SM Site Inspection (Building UK)INM / Insp. Date :23 Dec 2015Company :measure2improveProject :Test Project (for new incident records)
Click here to view or edit your data
15
RADIO BUTTON QUESTIONSStep 1: Click the answer appropriate that you want to addStep 2: Enter any comment required
16
Input Types
Text Answer Questions17
Checkbox QuestionsYou can select multiple items on a checkbox question
18
Numeric QuestionsEnter a number.
19
Date Selection QuestionTo enter a date, click on the date icon, then select a date from the calendar.
20
Wizard NavigationClick back to go to the previous screen
Click Next to go to next screen
You can jump from one page to the next using Select To Jump.21
Finishing an Audit/ Inspection
Step 1: Click Finish icon on scoring pageStep 2: Nominate a Closer by typing the surname of the person, then clicking on the record so that it populates the closure fieldStep 3: Click Nominate this closer button. This will prepare to generate an email to the nominated closer so they can review and close.
22
Finishing an Audit/ Inspection
Step 4: To End an Assessment, click the I Have Finished icon. This will change the scorecard status to Complete
Please note scorecard CLOSURE is a separate process
23
Options Area
24BACK TO START Clicking back to start jumps to the start of the wizardSUMMARY shows status of scoring, score and if any comments entered
NOTES Allows you to enter overall inspection notesEMAIL Send PDF print to recipients of your choosing and Closure RequestPDF PRINT Print a copy of the report
24
View PDF PrintRequires Adobe Reader25
Email PDFs and Issue Closure
26
Closer Email
Attached is a report for the scorecard
INM / Insp. Date :23 Dec 2015Company :measure2improveProject :Test Project (for new incident records)
Carried out by Julie-Anne Murphy* on 23 Dec 2015
When you have completed all actions click on the following link and detail the issues raised and the corrective actions you have taken.You may then close the scorecard, this will generate an email back to all parties with your comments at closure included
Click here to action this request
Please note it may be advisable to configure your Closure text in a text editor such as 'Microsoft Word' and then paste it into the Closure field to ensure you avoid a security timeout.
27
Enter Data on Closer Request
Step 1: Click on the hyperlink in the closer email
28
Please note scorecard CLOSURE is a separate mechanism from scorecard COMPLETION
Closure Notes Action TakenCloser information appears at top of PDF
29
Security Time OutAs a security guard, by default eContrack may log you out if left inactive for more than 60 minutes.
This is to ensure no-one else accesses your account via your machine when unattended.
Click ANY control to remain connected to the server.30
LIVE EXAMPLES
31
ReportingStep 1: Navigate to http://kier-incident.econtrack.co.ukStep 2: Select APR > Senior Team Visit ReportsStep 3: Choose criteria for Project, Date, Business Unit
32
Step 4: Click
ReportingSection 1 Visit Reports
Section 2 Director & SM Inspections
Section 3 D
33
Reporting - Create PDF
34
Step Click arrows to expand/ contract PDF view
Set Up m2i Anywhere App
Using m2i Anywhere iPad Live Demo
36
Related Documents
