Using the Organiser (block management)
This guide has been reviewed against our global client base and classed as relevant to all regions
The Organiser is a highly customisable dashboard, containing all the information you need in order to carry out your role effectively - the Organiser is made up of panels, where categories can be added and removed, as required - Power Reports can be saved and added to your Organiser panels for quick access
The Organiser also offers a dedicated Block Management panel where the most common tasks/alerts can be accessed
1. Accessing the Block Management panel on the Organiser From main menu (on left):
If you do not have a Block Management panel shown on your Organiser, see Adding the Block Management panel section at the bottom of this page | |
2. Customising the panel using Panel Setup You can choose what you show in a panel using Panel Setup options To access Panel Setup:
To save and close Panel Setup:
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2a. Setting up new categories You can set-up your own categories to display in the Block Management panel From Panel Setup, beside Pick categories to display:
Any newly added category is classed as Custom Category and marked with an asterisk (*):
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3. Changing information displayed When a numeric entry is shown with a line under it, it's possible to change the number - doing so will affect what is displayed For example, to see Legionella inspection certificates expiring in the next 90 days:
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4. Accessing information Use the Organiser panel to access the detail behind the figures shown From an entry in the panel:
This list can be displayed in more detail via a full results grid view, see step 5 |
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5. Displaying full results & grid functions When viewing a list in the Organiser (as seen in step 4) most sections allow you to view the data in a full results grid From the Organiser panel:
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5a. Grid functions When information is shown in a grid, the following functions are available:
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6. Bulk booking of works orders for certificates due to expire Where enabled, when viewing a list of certificates due to expire via the Organiser, the option to book the works orders in bulk for selected entries is available This option can be used where the same contractor/supplier is being used for the works From the Block Management panel:
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Adding the Block Management panel
From the Organiser:
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