Datasheets
Module Overview:
Datasheets provide the facility for user-defined questions to be answered and recorded in a form. Data is captured against the following entities:
- Companies
- Jobs
- People
- Plant Items
- Subcontracts
- Subcontract Claims
- Logs
The templates and forms are not intended to be printed, but remain in digital format. Data entry is expected to happen in Workbench, and it is assumed that Sharperlight will be used to provide analysis.
Available Screens:
- Questions - a repository for all questions that may be asked on any Datasheet
- Templates - where Datasheet Templates are created, including questions and optional answers
- My Datasheets/Datasheets List - where the User selects a Datasheet Template and creates a new instance of the Datasheet and its responses. The Datasheet will be attached to a Job, Person, Company, Plant Item, etc.
Process Steps:
Configuration
- Create Questions to be used on Datasheets, along with optional answer options
- Typically group by Question Category, e.g. Incident Report
- Create a new Datasheet Template, with a designated Key Table in the Header (Plant, Job, Company, Person, etc.)
Datasheet Usage
- Create a new instance of a Datasheet from the Datasheet List screen, attached to a Key Table code (Plant Item, Job , Company, Person, etc.) based on the Key Table in the Template
- Drill into this instance of the Datasheet on the Datasheet List screen
- Complete the answers to the Questions
Child Pages: