Admin User Help - Login to Plant Assessor User Help.pdf · 2017. 7. 5. · NOTE: None of the user options at the bottom of the user details screen need to be ticked to allow a user

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1.Admin User Help

Setting up your Plant Assessor membership – Free features Logging in to Plant Assessor 2

Find or Add a machine 3

Adding New Users 4-5

Admin Permissions 6

Checking Pre-Start Status 7

Adding documents to the library

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Adding Membership Documents 11-12

Updating an expired document 13-16

Sharing Machines Pre-op Sharing Screen 17

Sharing a machine using sites 18

Checking compliance against site requirements 19

Plant Risk Assessment Administration Managing outstanding actions 20

Adding a Site 21

Site Management 22

Assigning Sites 23

Sites & Library documents 24-25

Adding and using multiple owners within your membership 26

Scheduling future assessments 27

Admin User Help

How to Access Website and Login

All users should familiarise themselves with the Plant Assessor website www.assessor.com.au which contains lots of helpful information. We speci�cally recommend you visit the Plant Safety Obligations section.

Login to Plant Assessor

Plant Assessor is accessed via our website www.assessor.com.au

How to Login - 1. Go to www.assessor.com.au 2. Login using main login button OR 3. Login using '�y out menu'

Pop-Up Blockers

In the unlikely event that you experience trouble viewing/printing reports you may need to adjust pop-up blocker settings in your browser. If you need help please contact Plant Assessor on 1300 728 852.

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Logging in to Plant Assessor

2.Admin User Help

Setting up your Plant Assessor membership – Free features Logging in to Plant Assessor 2

Find or Add a machine 3

Adding New Users 4-5

Admin Permissions 6

Checking Pre-Start Status 7

Adding documents to the library

Adding Machine Speci�c Documents 8-10

Adding Membership Documents 11-12

Updating an expired document 13-16

Sharing Machines Pre-op Sharing Screen 17

Sharing a machine using locations 18

Checking compliance against location requirements 19

Plant Risk Assessment Administration Managing outstanding actions 20

Adding a Location 21

Locations Admin Screen 22

Assigning Locations 23

Locations & Library documents 24-25

Adding and using multiple owners within your membership 26

Scheduling future assessments 27

SETTING UP YOUR PA MEMBERSHIP - FREE FEATURES

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Find or Add a machine

3.Admin User Help

Adding a new machine is simple.

Options include:

1. Setup machine only (no assessment): SAVE

2. Setup machine and conduct assessment: As above, plus enter assessment details and click

CREATE ASSESSMENT

3. Setup machine and schedule next assessment*: As above, rather than clicking create assessment

click SAVE

*Only available if membership has assessment scheduling switched on. Not relevant for machinery dealers.

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NOTE: Use the keyword search to check whether the machine you want to assess is already in Plant Assessor.


DEMO CO PTY LTD.

Site

To add a new user administration access rights are required.

1. Click PEOPLE (top menu)

2. Click ADD NEW USER in the left hand menu

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Adding New Users

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NOTE: None of the user options at the bottom of the user details screen need to be ticked to allow a user to complete pre-start checks.

4. Click SAVE

5. Click CLOSE

NOTE: A welcome email had now been sent to the email address entered with a link to complete access to Plant Assessor. If you want to add more users repeat these steps.

4.Admin User Help

Default user rights include: pre-start checks, view machine details, library, assessments and actions


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The NEW USER must complete the following steps to access Plant Assessor:

Check their email account on any deviceOpen the Plant Assessor welcome emailClick on the SET PASSWORD link in the email

Proceed with password instructions below:

Enter NEW PASSWORDNEW PASSWORD

Click SET NEW PASSWORD

You are now logged in to Plant Assessor!

Adding New Users

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5.Admin User Help

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Plant Assessor has been enhanced to give you more �exibility in managing permissions. Permissions are divided into three types - Admin permissions, Assessments permissions and Noti�cation permissions.

Admin Permissions:

1. Admin permissions include the rights to: - Manage users and owners - Manage assessment planning/scheduling - Manage locations

Assessment Permissions:

2. Default access to Plant Assessor does not include any assessment permissions - these need to be assigned.

Noti�cation Permissions:

3. Schedule User, Member and Owner noti�cations

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Admin Permissions

NOTE: Users will not be able to perform the function if it is not selected in their User Options.

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6.Admin User Help

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Checking Pre-start Status

7.Admin User Help

Checking the status of Pre-op checks is easy. Just login and check the pre-op button status.

1. Pre-op not completed

2. Pre-op complete - machine right to operate

3. Pre-op complete - non-critical issue require attention

4. Pre-op complete - critical issues require attention

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8.Admin User Help

Photos, Registration papers and Service/Maintenance records are added via the library tab on the Machine Edit Screen.

1. LIBRARY button

2. This take you to the LIBRARY tab of the machine edit screen

3. Click ADD DOCUMENT

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s (applies to one machine only)

NOTE: Hover over the Document Title to view notes relating to that document

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9.Admin User Help

4. Choose the document type from the drop down list

5. Select if this document is public (NOTE: ticking this box will allow PA members that you share your machine with to see this document)

6. Add notes and an expiry date if required (NOTE: only some documents require an expiry date eg. Insurance Documents.)

7. Click ADD NEW FILE, select your �le, click OPEN/CHOOSE

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TIP: as you complete

each step, the next

step becomes accessible.

Adding machine speci�c documents (applies to one machine only)


10.Admin User Help

NOTE: Once the document is uploaded, it will appear in the �le list (sorted by upload date newest > oldest)

8. Files can be deleted by clicking the bin icon before clicking SAVE (NOTE: �les cannot be deleted after clicking SAVE.)

9. Once completed, click SAVE

10. Additional �les can be added by clicking ADD NEW FILE - follow the same steps

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Adding machine speci�c documents (applies to one machine only)


11.Admin User Help

Member, Site, Machine Type & User related documents are added and can be viewed/downloaded via the Library Homepage. Many types of documents can be added to your Plant Assessor Membership eg. Site contact lists, competency records for plant operators, workers compensation documents etc

1. Click LIBRARY (top menu)

2. Click ADD DOCUMENT

Adding Membership Documents(Apply to: Member/Company, Sites, machine type, User/Operator)

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TIP: use the keywordsearch to locatea document quickly

SITES

12.Admin User Help

3. Select the document type from the drop down list

4. Select if this document is public (NOTE: tick this option if the document needs to be visible to third parties.)

5. Add notes and an expiry date if required (NOTE: only some documents require an expiry date eg. Insurance documents.)

6. Click ADD NEW FILE, select your �le, click OPEN/CHOOSE

7. Click SAVE

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Adding Membership Documents


13.Admin User Help

Documents that have an expiry date can be updated via the Machine edit screen OR Library Homepage

1. Click MACHINES (top menu)

2. Find your machine and click on the grey LIBRARY button

3. This take you to the LIBRARY tab of the machine edit screen

4. Find the document you wish to update, click EDIT

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Updating an expired document- Via the Machine Edit Screen

Machine edit screen

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DEMO CO PTY LTD.SITES

SITE: PROJECT - ALPHA

14.Admin User Help

5. Click UPDATE FILE, select your �le, click OPEN/CHOOSE (NOTE: �les can be deleted by clicking the bin icon before clicking SAVE.)

6. Click SAVE once completed

5. NOTE: Expired docsare kept on �le.Click ‘Showexpired Files’

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Updating an expired document- Via the Machine Edit Screen


15.Admin User Help

1. Click LIBRARY (top meu)

2. Find the document you wish to update, click EDIT

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Library Homepage

Updating an expired document- Via the Library Homepage


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16.Admin User Help

3. Click UPDATE FILE, select your �le, click OPEN/CHOOSE (NOTE: �les can be deleted by clicking the bin icon before clicking SAVE.)

4. Click SAVE once completed

NOTE: ‘Show Previous Versions’ to viewpreviousuploads/expireddocuments

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Updating an expired document- Via the Library Homepage


17.Admin User Help

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Pre-op sharing screen

Assignment of a site to a machine can be completed in the pre-op sharing screen. Simply conducta pre-op check as you normally would. On the sharing page follow the steps below.Sitess can be cleared at anytime by clicking CLEAR then SAVE.

1. Click in the SITE

2. Click SAVE

3. Click CLOSE

NOTE: You can type anything associated with the site to help �nd the one you are after inthe list - eg. company name, site name

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SHARING MACHINES

�eld then start typing. Once you see the required location click on it

18.Admin User Help

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Sharing machines using Sites

Sites are projects, depots and other places where machines are located. You can assign a

bulk scheduling.

Making a machine ‘public’ on a particular site allows that machine and its details to be shared.You are able to view the pre-op and assessment status and history for these machines. You can even conduct a pre-op or an assessment on the machines that you don’t own that are assigned to your sites.

Contracted/hired in machines in your membership are marked with a downward arrow

An upward arrow indicated that your machine is assigned to another Plant Assessor member’s site

To make a site public (which enables your machines to be shared) - 1. Click SITES (top menu)2. Find your site and click EDIT3. Select Yes4. Click SAVE

SHARING MACHINES

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machine to its actual site. Once assigned users can manage machines by site including �ltering, exporting and

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SitesADD NEW SITE

Site

View the machines at this site on a specific date

Documents required for machines on this site

Site Name *

1. Site Name2.

19.Admin User Help

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Checking compliance against site requirementsThere are a number of symbols to indicate if documents are assigned and current.

SHARING MACHINES

The grey library button appears on every machine. Clicking on the button will take you directly to the librarypage of the machine screen.The colour of the icon inside the library button indicates the status -

Hover over the librarybutton to view a snap shotof your machine and companydocs.

Export to Librarydocs reference list to Excel

Use the legend to understandthe status of the document

TIP: Click the icon to download

site assigned, some required docs not available

site assigned, all docs available, 1 or more expired

site assigned and all required docs available

no site assigned, click to view/manage docs

TIP: Click the icon to adda document

Site Documents (My Site):

20.Admin User Help

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The outstanding action screen remains, and is the place to go when you want to manage and report on outstanding actions for multiple machines.In addition to this the home screen provides a quick and direct way to update actions on individual machines.

1. Keyword Search 2. Find Machine3. Click on the Actions button (then if applicable, click Order Safety Labels)

Managing Outstanding Actions

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PLANT RISK ASSESSMENT ADMIN

DEMO CO PTY LTD.SITES

21.Admin User Help

Adding a Site

1. Click SITE (top menu)

2. Click

Complete site pro�le details

ADD NEW SITE

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4. Tick ACTIVE and/or PUBLIC box (NOTE: ticking the PUBLIC box enable all Plant Assessor users to see this site and assign their machines to it.)

5. Click SAVE

6. Click CLOSE

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NOTE: These sites are not linked to the free text site �eld in the edit machine screen. These sitescan be activated and deactivated at anytime.

Site

Site Name


SITES

ADD NEW SITE

Sites

Site


Documents required for machines on this site

Site Name *

1. Site Name

22.Admin User Help

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The history of machines assigned to each SITE is recorded in Plant Assessor. Every machine assigned to a site for any chosen day can be viewed. Once displayed you can export this machine list to excel. Machine details including make, model, owner and ID as well as date and time added or removed, along with who added or removed the machine is included in the export.

To view/export the machine history for a site follow these steps:

1. Click SITES (top menu)

2. Click EDIT for the required SITE

3. Enter date, click GET MACHINE LIST

4. Click EXPORT MACHINES to export machine lists displayed to excel

Site Management

TIP: You can click VIEW to look at the assessment, pre-op and site history for any machine.

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1.DEMO CO PTY LTD.SITES

ADD NEW SITE Sites

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23.Admin User Help

Assigning Sites

Assignment of a site to a machine can be completed in the edit machine screen. Sites can be cleared at anytime by clicking CLEAR then SAVE.

1. Find the machine you wish to assign to a site, click EDIT

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3. Once you see the required site and click edit

4. Click SAVE

5. Click CLOSE

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Click in the SITE �eld and start typing

siteSite

24.Admin User Help

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Sites & Library documents

Selecting the documents required for a Site

1. Click SITES (top menu)

2. Click EDIT


DEMO CO PTY LTD.

1.SITES

ADD NEW SITE

Sites

contractors at your sites.

documents such as Safe Operating Procedures.

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25.Admin User Help

3. Click the tick for each document type that you require for the site (once the tick is selected it will appear green - this document type is now mandatory for this site. Repeat for all required documents)

4. When completed click SAVE

NOTE: Documents are sorted under 4 entities - Member, Type, Machine and User. Use the + - buttonsto expand the lists under each entity heading.

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26.Admin User Help

Simple addition and management of Plant Assessor machine owners. Only available to users with administration permissions.

1. Click MANAGE OWNERS (drop down menu under company name)

2. Click ADD NEW OWNER

Click EDIT to update information3.

4. Use the EXPORT OWNERS function to download an excel �le list

Adding & using multiple owners within your membership

NOTE: If you upload an owner logo it will appear on your Plant Assessor reports

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Optional: You can alsoadd a photo

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DEMO CO PTY LTD.

1.SITES

27.Admin User Help

When creating and managing a schedule for a large number of machines, you wish to bulk schedule assessments.This function sees you able to update the assessment schedule details for a group of machines.

SELECT ALL MACHINES, click SCHEDULE ASSESSMENTS enter assessment date, assessor, assessment purpose and state.

Note: managing your assessment schedule/plan

Plant Assessor's activity dashboards (in the ADMIN tab) are a great tool to help you understand the status of your assessment schedule. They contain great snapshot information to help you identify if your plan is appro-priate, and if it is being met. Please refer to separate help sections on dashboards for more information.

1. Keyword Search2. Select All Machines3. Schedule Assessments4. Enter details in pop-up window

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Scheduling future assessments

NOTE: When bulk scheduling, you can assign some or all of the following aspects of future assessment(s): Next assessment date, assessor, purpose and state.

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