Preparing Your Platform for Data
Before you begin to upload data to your platform for the first time, you will need to ensure you have added core data that the information will associate to. Below is a list of modules that will require information to be added prior to uploading data.
Employees
When adding an employee, whether this is individually or in bulk you need to ensure you have added the following;
Occupations - This is the job titles for your employees.
Statuses - identifies the current status of the employee, such as Active, On Leave, Left etc (Active will already be applied)
Managing Occupations & Statuses
Vehicles
Before uploading your vehicle data, you will first need to enter the following information beforehand;
Makes and models of the vehicles - Enter all makes of vehicles you have including models.
Categories - These would be how you would group your vehicles, such as Plant, Vans, Diggers etc.
Statuses - This is the current status of the vehicle, ie; Active, Off Road, Under Repair etc (Active will already be applied)
Owners - List the owners of the vehicles, whether this is an individual, your organisation or a lease company.
Managing Categories, Makes, Models, Statuses & Owners
Equipment
Similar to Vehicles, before uploading your equipment data, you will first need to enter the following information beforehand;
Categories - These would be how you would group your equipment, such as Electrical, Power Tools, etc.
Statuses - This is the current status of the equipment, ie; Active, Broke, Under Repair etc (Active will already be applied)
Owners - List the owners of the equipment, whether this is an individual, your organisation or a lease company.
Managing Categories, Statuses & Owner
Sites
When you begin to add your sites, you will need to ensure that you have populated the following information.
Statuses - You can enter the current stage of a site, such as Planning, Live, Complete etc.
Site Types - This is where you can enter a description of a site, IE; Office, Commercial, Residential etc.
Managing Statuses and Site Types
Tasks
Before adding your tasks, you will need to ensure that you have populated the following information.
Statuses - You can enter the current stage of a task, such as In Planning, In Progress, Complete etc.
Qualifications & Certifications
If you are wanting to assign the provider or the company of the qualification or certification this can be done when awarding the relevant certificate. You will first need to add the provider to the platform before awarding the certificate.