1. Introduction... Page User administration... Page View your sites.. Page View your PDF reports. Page 7

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Morgan Thornton
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2 Contents 1. Introduction Page 3 2. User administration Page 4 3. View your sites.. Page 6 4. View your PDF reports. Page 7 5. View your action plan Page 7 6. View action details.. Page 9 7. Edit action details. Page 9 8. View action history. Page 11 Page 2 of 11

3 1. Introduction Get the peace of mind that your Building Management team and contractors are following through on Assurity Consulting recommendations with a free, online project management tool. Our Assurity action management system provides you with a solution to interactively manage your health and safety and environmental compliance. The system helps you to manage your Assurity Consulting reports and actions for both your in-house teams and contractors. The software was developed in partnership with UBS and is used by many large corporates, universities and independent schools. Assurity allows your access to a real time view of the status of your reports and recommendations, from any location at any time. Assurity is a bespoke solution, offering each customer only the functionality and information relevant to their needs. Supported by this user manual, software training and a helpline, Assurity also features the highest possible data protection, Comodo Hacker Guardian PCI Scan Compliancy. This system was set up by the Payment Card Industry Data Security Standards (PCI DSS). Key benefits of Assurity Assurity gives Assurity our customers: Confidence: it is one thing to receive an expert, independent review of an aspect of your business, quite another to act upon those findings in a managed, timely way. Assurity lets you do just that. Control: Assurity s real time view of your projects ensures your control of what could be an unwieldy combination of internal and external resources. Cost savings: control over activity delivers control over cost. A tightly managed project is far more likely to yield cost savings than one that is less well overseen. Page 3 of 11

4 Assurity is available by clicking on the link from the home page of the Assurity Consulting website, N.B The system was designed for Internet Explorer 7 and above however if you are using Internet Explorer 9 or above, you may need to run in compatibility view by selecting the icon in the address bar. Following a successful login, you will arrive at your customised home screen. 2. User administration Providing you have sufficient access rights, you can create and manage your own users for Assurity. Select Users from the top menu. Here you can view a drop down list of all current users that are set up in Assurity. To create a new user, click Add new user. Complete the following details: Title (Users salutation) First Name (Users first name) Last Name (Users last name) Telephone (Users contact telephone number) (Users business address) Password (Passwords must be at least 6 characters in length) Confirm Password (Re enter the password that was entered above) Admin (Tick here if they require access to the Users section to be able to create new users) Line Manager (Select the users line manager from the drop down list) Deleted (Tick here to delete the users access in Assurity. The user record will still remain in the user list but will be prefixed with Deleted ) Upon saving the user record, an automated is the sent to the user detailing their Assurity log on credentials. Page 4 of 11

This section is where you can allocate what access the user requires for each site, with

5 2. User administration continued The following Site Role section will then become available to complete. This section is where you can allocate what access the user requires for each site, with regard to viewing the Assurity Consulting PDF reports of work undertaken and viewing/managing the action plans. The following table details the site roles access levels: Page 5 of 11

6 3. View your sites Select the Sites button from the top menu. A table will be displayed of the sites that you have access to. This table details the site address, whether there are any outstanding actions and a link to directly launch the site action plan. Click on a site name link to view further details. You are now viewing the selected site, displaying the Assurity Consulting reports that have been undertaken and uploaded to the system. This table details the unique Assurity Consulting report number, visit date, work type, whether there are any outstanding actions, a link to view the PDF copy of the report and a link to view the action plan. Page 6 of 11

4. View your PDF reports Click on the View PDF Report link and this will launch the selected report produced by Assurity Consulting. The PDF document will open in any version of Adobe Acrobat.

7 4. View your PDF reports Click on the View PDF Report link and this will launch the selected report produced by Assurity Consulting. The PDF document will open in any version of Adobe Acrobat. You are able to save the PDF document locally or print it if required. Note: Ensure you do not have pop-ups blocked in your Internet browser, as this will restrict the document from opening. 5. View your action plan Click on the View Action Plan link to display the actions that were identified during the Assurity Consulting visit. From this action plan table, you can use the filters to view the actions by: Report Number Work Type Priority Assigned To Status You can sort the action plan contents by clicking on a column heading in the table. You can also hover the cursor over the description to view the full description of the action. From this screen you can print individual work action sheets for the actions that have been filtered in the table (Print Action Plan) or print the actions in a grid format (Print Action Plan Summary) if required. Page 7 of 11

8 5. View your action plan continued Providing you have sufficient access in the system, you can assign the actions to other users in Assurity for them to complete. This can either be done against each individual action (see section 7. Edit action details) or alternatively several actions can be assigned at a time using the multiple assign facility from the view action plan screen. To do this, check the tick boxes against the relevant actions in the action plan table then complete the following fields: Assign To (select the user from a dropdown list) Status (Select if Not Started, In Progress, Complete or Ongoing) Target Completion Date (enter a date if required) reminder (Tick this box to be sent an notification when the actions have past their target completion date and have not been completed) Click Assign All to apply the changes to the selected actions. An automatic is then sent to the user informing them of the action details. The user can then log onto Assurity to complete the actions. Page 8 of 11

9 6. View action details Against the action in the action plan, select the View link to view the full action details in a new window. You can print the individual action as a work action sheet by selecting the Print Action Plan link. 7. Edit action details Against the action in the action plan, select the Edit link to edit the action details in a new window. Page 9 of 11

10 Please refer to the table below for an explanation of the action fields and who can edit them: Field Explanation Roles that can edit Report Number Unique number identifying the work undertaken by Assurity Consulting. Visit Date Date the visit was carried out N/A Action Number Number of the action in the action plan. N/A N/A Description Priority Currently Assigned To Assign To Status Target Completion Date Actual Completion Date Reminder Comments View/Upload Document Details of the action required that was identified during the Assurity Consulting visit. Importance of the action set by Assurity Consulting (e.g. High, Medium, Low). Who the action is currently assigned to. To reassign this action, select the user from a dropdown list. Select the current status of this action from the dropdown list (e.g. Not Started, In Progress, Complete, Ongoing). Select a date of when the action needs to be completed by. Select the date of when the action was completed. Tick this box to enable an notification to be sent when the action has past it s target completion date and has not been completed. This will only be delivered to the assignee. Use this comments field to make any notes for yourself or other users. Use this facility to upload a document or supporting evidence against the action. N/A N/A N/A Allocated actions & reports Allocated actions only Allocated actions & reports Allocated actions only Allocated actions & reports Allocated actions only Allocated actions & reports Allocated actions only When an action has been assigned, an automatic is sent to the user informing them of the action details. The user can then log onto Assurity to complete the action. Page 10 of 11

11 8. View action history Against the action in the action plan, select the History link to view a list of the changes that have been made to the action. Select the View Details link to view full details of the action at the time it was edited. Page 11 of 11

Risk Priority Index - Introductory User Guide

Risk Priority Index - Introductory User Guide Getting Guidance or Help... 2 Accessing the Risk Priority Index (RPI) - Fire Risk Assessment Database... 3 Secure Login... 4 Navigation... 5 Using Filters...