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Reporting for...
SENIOR TEAM VISIT REPORTS
Julie-Anne Murphy
measure2improve
Tel: 01884 849115
Email: support@measure2improve.com
Overview
NSPECTIONS
Adding
Editing
IPAD APP
Activation & Updates
Director & SM Insp.
Senior Manager Monthly
2
1. GENERAL
Account Activation
Navigation
IE Favourites
Login
Support/ Help
2. DATA
Entering New Data
Submitting Data
Print PDF
Issuing Closure
3. Reporting
Create Reports
Edit Data
4. iPad Device
Activation
Entering Data
Uploading Data
General - Account
Step 1: m2i will issue your Account via email
Step 2: Click on “here” text
3
General - Account
Step 3: Choose your password
Step 4: Click “Activate”
4
General - Account
Step 5: Choose a Security Question & Answer
Step 6: Click “Save”
5
General - Account
Step 7: Receive notification of Activation
If you experience any problems activating your account, please email;
support@measure2improve.com
6
General - Website
eContrack Senior Team Visit Website Address
http://kier-incident.econtrack.co.uk
Step 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 website
7
General - Website
8
General - IE Favourites
STEP 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 - Login
Step 1: Open your Internet Browser
Step 2: Navigate to http://kier-incident.econtrack.co.uk
Step 3: Click the “APR” then “Senior Team Visit Reports” area
Step 4: Enter your Login Details
Step 5: Click “Login” icon
10
General - Support
m2i SUPPORT CONTACTS:
Chris Bathory – Kier Project Manager
Tel: 07723 368627
Email: chris.bathory@measure2improve.com
Julie-Anne Murphy – Technical & Customer Support
Tel: 01884 849115
Email: julie.murphy@measure2improve.com
eContrack m2i Helpdesk
Tel: 01884 849115
Email: support@measure2improve.com
11
General - Help
12
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 - Help
iBrowse from “Macroplant”
www.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 Page
Step 1: Open your internet browser
Step 2: Navigate to http://kier-incident.econtrack.co.uk
Step 3: Click APR
Step 4: Click Senior Team Visit Reports
Step 5: Click Director & Site Manager Site Inspection
Step 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 2015
Company : measure2improve
Project : Test Project (for new incident records)
Click here to view or edit your data
15
RADIO BUTTON QUESTIONS
Step 1: Click the answer appropriate that you want to add
Step 2: Enter any comment required
16
Input Types
Text Answer Questions
17
Checkbox Questions
You can select multiple items on a checkbox question
18
Numeric Questions
Enter a number….
19
Date Selection Question
To enter a date, click on the date icon, then select a date from
the calendar.
20
Wizard Navigation
Click 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 page
Step 2: Nominate a Closer by typing the surname of the person, then clicking
on the record so that it populates the closure field
Step 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
24
BACK TO START– Clicking back to start jumps to the start of the wizard
SUMMARY – shows status of scoring, score and if any comments entered
NOTES – Allows you to enter overall inspection notes
EMAIL – Send PDF print to recipients of your choosing and Closure Request
PDF PRINT – Print a copy of the report
View PDF Print
Requires Adobe Reader
25
Email PDFs and Issue Closure
26
Closer Email
Attached is a report for the scorecard
INM / Insp. Date : 23 Dec 2015
Company : measure2improve
Project : 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 Taken
Closer information appears at top of PDF
29
Security Time Out
As 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
Reporting
Step 1: Navigate to http://kier-incident.econtrack.co.uk
Step 2: Select APR > Senior Team Visit Reports
Step 3: Choose criteria for Project, Date, Business Unit
32
Step 4: Click
Reporting
Section 1 Visit Reports
Section 2 Director & SM Inspections
Section 3 D
33
Reporting - Create PDF
34
Step Click arrows to expand/ contract PDF view
SetUpm2iAnywhereApp
Using m2i Anywhere
iPad Live Demo
36

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Kier senior team visits presentation v1 master

  • 1. Reporting for... SENIOR TEAM VISIT REPORTS Julie-Anne Murphy measure2improve Tel: 01884 849115 Email: support@measure2improve.com
  • 2. Overview NSPECTIONS Adding Editing IPAD APP Activation & Updates Director & SM Insp. Senior Manager Monthly 2 1. GENERAL Account Activation Navigation IE Favourites Login Support/ Help 2. DATA Entering New Data Submitting Data Print PDF Issuing Closure 3. Reporting Create Reports Edit Data 4. iPad Device Activation Entering Data Uploading Data
  • 3. General - Account Step 1: m2i will issue your Account via email Step 2: Click on “here” text 3
  • 4. General - Account Step 3: Choose your password Step 4: Click “Activate” 4
  • 5. General - Account Step 5: Choose a Security Question & Answer Step 6: Click “Save” 5
  • 6. General - Account Step 7: Receive notification of Activation If you experience any problems activating your account, please email; support@measure2improve.com 6
  • 7. General - Website eContrack Senior Team Visit Website Address http://kier-incident.econtrack.co.uk Step 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 website 7
  • 9. General - IE Favourites STEP 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
  • 10. General - Login Step 1: Open your Internet Browser Step 2: Navigate to http://kier-incident.econtrack.co.uk Step 3: Click the “APR” then “Senior Team Visit Reports” area Step 4: Enter your Login Details Step 5: Click “Login” icon 10
  • 11. General - Support m2i SUPPORT CONTACTS: Chris Bathory – Kier Project Manager Tel: 07723 368627 Email: chris.bathory@measure2improve.com Julie-Anne Murphy – Technical & Customer Support Tel: 01884 849115 Email: julie.murphy@measure2improve.com eContrack m2i Helpdesk Tel: 01884 849115 Email: support@measure2improve.com 11
  • 12. General - Help 12 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
  • 13. General - Help iBrowse from “Macroplant” www.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
  • 14. Creation Page Step 1: Open your internet browser Step 2: Navigate to http://kier-incident.econtrack.co.uk Step 3: Click APR Step 4: Click Senior Team Visit Reports Step 5: Click Director & Site Manager Site Inspection Step 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
  • 15. 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 2015 Company : measure2improve Project : Test Project (for new incident records) Click here to view or edit your data 15
  • 16. RADIO BUTTON QUESTIONS Step 1: Click the answer appropriate that you want to add Step 2: Enter any comment required 16 Input Types
  • 18. Checkbox Questions You can select multiple items on a checkbox question 18
  • 19. Numeric Questions Enter a number…. 19
  • 20. Date Selection Question To enter a date, click on the date icon, then select a date from the calendar. 20
  • 21. Wizard Navigation Click 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
  • 22. Finishing an Audit/ Inspection Step 1: Click Finish icon on scoring page Step 2: Nominate a Closer by typing the surname of the person, then clicking on the record so that it populates the closure field Step 3: Click “Nominate this closer” button. This will prepare to generate an email to the nominated closer so they can review and close. 22
  • 23. 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
  • 24. Options Area 24 BACK TO START– Clicking back to start jumps to the start of the wizard SUMMARY – shows status of scoring, score and if any comments entered NOTES – Allows you to enter overall inspection notes EMAIL – Send PDF print to recipients of your choosing and Closure Request PDF PRINT – Print a copy of the report
  • 25. View PDF Print Requires Adobe Reader 25
  • 26. Email PDFs and Issue Closure 26
  • 27. Closer Email Attached is a report for the scorecard INM / Insp. Date : 23 Dec 2015 Company : measure2improve Project : 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
  • 28. 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
  • 29. Closure Notes – Action Taken Closer information appears at top of PDF 29
  • 30. Security Time Out As 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
  • 32. Reporting Step 1: Navigate to http://kier-incident.econtrack.co.uk Step 2: Select APR > Senior Team Visit Reports Step 3: Choose criteria for Project, Date, Business Unit 32 Step 4: Click
  • 33. Reporting Section 1 Visit Reports Section 2 Director & SM Inspections Section 3 D 33
  • 34. Reporting - Create PDF 34 Step Click arrows to expand/ contract PDF view
  • 36. Using m2i Anywhere iPad Live Demo 36