Adding control measures and actions

Adding control measures and actions

As checklists and questions are answered in an assessment, actions and controls can be added to each checklist or question item.

Adding an action or a control ties them to a particular checklist or question item. This makes it easy to track what needs to be done in relation to each part of a building following an assessment.

Control measures:

When a statement is agreed with, one or several control measures will appear at the bottom of the checklist on the right hand side. These control measures can be pre-written when building the assessment template.

These controls are currently only suggestions so will not appear on the final .PDF report, they need to be added to the assessment.

To add a control measure:

1. Click on the control measure

2. Edit the wording if needed.

3. Fill in extra information e.g., category, reason, location.

4. Add an image by clicking the camera or picture icon to take or upload a photo.

5. Click Save.

This control will now appear on the left hand side under the checklist item it has been added to. It will now appear on the final .PDF report.

Actions:

When a statement is disagreed with, as with control measures, pre-set action suggestions will appear under the checklist that is being filled out.

To add an action:

1. Click on the action.

2. Edit the wording if needed.

3. Fill in extra information, e.g., category, severity, timescale, due date, estimated cost.

4. Pin the action to a floor plan.

5. Click Save.

The action will appear on the left hand side and will appear on the report.

New controls and actions:

If suggested actions and controls are unsatisfactory, add new ones:

1. Under each checklist click either Add Action or Add Control.

2. Write out a description.

3. Fill in necessary additional information.

4. Click Save.

This new action or control will appear on the left hand side and will appear on the report.

Note:

At the top of the screen on the left hand side, there is a status bar that lists the number actions (red) and controls (blue) which have been added to the assessment so far.

As more are added throughout an assessment, this progress bar will update accordingly.