Our Facilities Management feature provides you with asset and site management tools to support operational oversight. To get started, navigate to the Facilities Management tab in the oneHR main menu.
From the Facilities Management dashboard you can add a new site/location by selecting the ‘Add New Location’ button on the right-hand side of your page. Once you have selected this button you will now see a new location form.
Please fill out all required fields on the form and click ‘OK’. Once you have saved this information your new location will now look like this. (If you have not set up your ‘Required Checks’ please refer to the ‘Adding Required Check Types to Facilities Management’ guide before adding a new location.
Here you are able to add new activities such as PAT Testing and Site Inspections. To add a new activity, you will need to click the ‘Add Activity’ button on the right had side of your page.
Here you will need to add some basic information relating to your location’s activity.
Once completed select ‘OK’ and your new activity will be activated. All activities are tracked on the main page of your location as well as on each individual activity page.
Now you will be able to track all Notes, Issues and Documentation and Service Provider Details relating to this activity. To add a note, you will see a text box on the bottom left of the activity. Once you have added the information, click ‘Save’ and your information will update and will be stored in the ‘Overall Activity Notes’ tab on your right.
To add a document for an activity please navigate to the Activity Documents tab.
On your right you will see an ‘Upload File’ button. Select this button and then you will be able to upload documents for this activity.
If your activity such as PAT Testing has any feedback/Issues that need to be actioned from the report, you can add ‘Issues’ for this activity. To add an Issue please select the Issue tab on your page.
Then select ‘Add new issue’. You will be presented with some fields that you can add the details of the issue, upload any supporting documentation and add any associated actions for this activity.
Once added, you can view the new issue by selecting the Issue Title. This will show you a pop-up card with the details of that issue. When you have completed that action you can complete the issue by selecting the ‘Complete’ button on the issue pop-up card.
To add details of outsourced providers that you may like to refer back to for future activities, you can add them in the ‘Service Provider Details’ tab.
Select the ‘Add Service Provider Details’ button on the right hand side. You will be prompted to add some details of the service provider. Select ‘OK’ once added and those details will then be stored under the Service Provider Details tab.
To complete an activity, you need to ensure all issues have been completed first. Then select the ‘Mark as Complete’ button above.
Once completed your activity will be stored in the History/Audits area in your location. This means you are able to track historic activities, documentation and notes once completed.