This forum is empty.

    • Forum
    • Topics
    • Posts
    • Freshness
    • Add a Vehicle/Equipment Record

      Add a Vehicle/Equipment Record

      1. Click ‘Add’ on the bottom of the ‘Vehicles/Equipment’ browse screen.
      2. The ‘Vehicle/Equipment’ record window will appear. Fill in the relevant and required fields.
      3. Both the ‘Vehicle/Eqpt ID’ and ‘Vehicle/Eqpt Type’ fields are alpha-numeric, so use a combination of numbers and characters as required.
      4. By default, when a new vehicle/equipment record is created, the ‘Active Unit’ checkbox is selected, to indicate that the unit is currently in use.
      5. When a vehicle or piece of equipment is no longer in use, click the checkbox again to clear the field. The record will still be stored in Simply Safety!, but the vehicle or equipment will be categorized as ‘Inactive’. NOTE: Vehicles and equipment records cannot be deleted. Instead, make the vehicle ‘Inactive’ by clearing the ‘Active Unit’ checkbox.
      6. Move through the tabs on the record window, inputting the appropriate information as necessary.

      ‘Servicing’ tab

      1. Populate the tab with the dates of current oil change, inspection and service completions for the vehicle.
      2. Enter the mileage or hours that were current with each process, then note the required intervals at which these processes should be repeated.
      3. Type in the ‘Current Mileage/Hours’, then click ‘Refresh’ to check if any process on the tab are overdue. A message will appear to advise of any overdue process.
      4. To connect a related corrective action item to a vehicle/equipment record, click the ‘Add Action Item’ button at the bottom of the browse screen.
      5. Click ‘Save’ when complete.

      Add Corrective Action Items to a Vehicle/Equipment Record

      1. Click the ‘Add Action Item’ button on the bottom of the ‘Vehicle/Equipment’ record window.
      2. The ‘Add an Action Item’ form will appear. Fill out the appropriate fields.

      To include the corrective action item on future Meeting records:

      NOTE: Corrective action items are only included on future meeting records for the Region and Site to which the corrective action applies.

      1. Click the ‘Record in Safety Minutes’ checkbox on the ‘Corrective Action Item’ record window.
      2. Populate the ‘Date Added to Safety Minutes’ field to determine which safety meeting minutes the items will appear in.
      3. The corrective action item will appear on the ‘Actions’ tab of each new Meeting record for the Region and Site for which the corrective action item was created.
      4. To stop the corrective action item from appearing on future Meeting records, open the relevant corrective action record and populate the ‘Don’t Display in Minutes After’ date field. If this field is left blank, the action item will appear indefinitely in new ‘Meeting’ records for the related Region and Site.
      5. Click ‘Save’ when complete.
      6. A record of the corrective action item will be saved both in the Workplace > Corrective Actions sub-module and on the ‘Actions’ tab of the ‘Vehicle/Equipment’ record window.
    • 0
    • 0
    • No Topics

    • Editing a Vehicle/equipment Record

      Edit a Vehicle/Equipment Record

      1. Double-click the appropriate record, or select it and click ‘Edit’.
      2. The ‘Vehicle/Equipment’ record window will appear. Make the appropriate changes.
      3. Click 'Save' when complete

      To change the vehicle ID:

      1. Click the ‘Change’ button beside the ‘Vehicle/Eqpt. ID’ field.
      2. The ‘Change Vehicle/Equipment ID’ data window will appear.
      3. Enter a new ID for the vehicle and click ‘Change’.
      4. The new ID will now appear on all records related to this vehicle/equipment. Vehicles and equipment records cannot be deleted. Instead, make the vehicle ‘Inactive’ by clearing the ‘Active Unit’ checkbox. The vehicle record will still be stored in Simply Safety!, but the vehicle or equipment will be categorized as ‘Inactive’.
      5. Click ‘Save’ when complete.

      Edit Vehicle/Equipment-related Corrective Action Items

      NOTE: If the ‘Actions’ tab is underlined in red, then a related corrective action item is outstanding and requires attention.

      1. Click the ‘Actions’ tab on the ‘Vehicle/Equipment’ record window.
      2. Double-click the appropriate record, or select the record and click ‘Edit.’
      3. The ‘Edit an Action Item’ window will appear. Make the appropriate changes.
      4. Click ‘Save’ when complete.
    • 0
    • 0
    • No Topics

    • Printing a Vehicle/Equipment Record or Report

      Print a Company Vehicle/Equipment Report

      There are various vehicle/equipment reports to choose from:

      • ‘Master List’ prints a list of company vehicles and equipment, with relevant details and inspection, service and oil change dates.
      • ‘Abridged List’ prints a list of company vehicles and equipment, including details such as make, model and VIN/Serial number.
      • ‘Service Due’ prints a list of company vehicles or equipment, noting any oil changes, service or inspections.
      • ‘General Expiry’ prints a list of company vehicles/equipment, noting actual expiry dates that were entered on the ‘Details’ tab.
      • ‘Inspection Expiry’ prints a list of inspection expiry dates, inputted on the ‘Inspections’ tab.
      • 'Abridged with Costs' prints a list of company vehicles and equipment, including details such as make, model and VIN/Serial number, Purchase Date and Cost.
      1. Choose a filter, if applicable.
      2. Select the appropriate report type from the drop-down list beside the ‘Printer’ icon at the top of the ‘Vehicles/Equipment’ browse screen.
      3. A print preview window will appear. Double-check the information.
      4. Click the ‘Print’ icon on the ‘Print Options’ toolbar. If the ‘Print Options’ toolbar is not visible on the print preview screen, right-click on the report to view the print options menu.

      Print an Individual Vehicle/Equipment Record

      1. Open the appropriate vehicle/equipment record.
      2. Click the ‘Printer’ icon on the ‘Vehicles/Equipment’ record window.
      3. A print preview will appear.
      4. Double-check the information, using the ‘Page’ arrow buttons on the bottom of the print preview window to scroll through the various pages of the record.
      5. Click the ‘Print’ icon on the ‘Print Options’ toolbar.

      If the ‘Print Options’ toolbar is not visible on the print preview screen, right-click on the report to view the print options menu.

    • 0
    • 0
    • No Topics

Oh bother! No topics were found here!

You must be logged in to create new topics.