It appears a pop-up window to write down the information about the functional area/technology:

– Name and description.

– Type of task that affects by default: tasks / general tasks (by center).

* Minimum score. Allows you to set a minimum score for tasks in the functional/technology area.

* Printing the access card

* Novel worker. It allows to limit the access for novel workers to the functional/technology area.

* Omit the company administrator authorization. It allows not to request the document about the data protection regulation. Used in tdoc where this regulation does not apply.

* Mandatory and blocked risks. It allows to establish different options in the risks. Take into account the type of task that affects by default (for general tasks -> all workers will be asked for ALL) (for tasks -> workers will be asked for the risks that are requested in the tasks they have associated) (requested activation from Dev).

• No. Normal
• Mandatory risk and not locked. All documentation is requested from all workers. Contractors and administrators (writing role) can copy/remove these risks, each according to their permissions in their role.
• Obligatory and blocked risk. All documentation is requested from all workers. Neither the contractors nor the administrators (writing) can modify these risks.
• Mandatory and blocked risk only contractors. All documentation is requested from all workers. Only administrators (write) can modify these risks (contractors NOT).

These mandatory and blocked risks should not be confused with the mandatory risks defined in risks.

The first refer to the way of requesting the documentation, which is based on the risks associated with the workers or by requesting EVERYTHING in advance.

The second refer to the minimum documentation required for access to the center.

* Internal notes of the functional area (change next screenshot).

Inactive functional/technological areas do not disappear but remain hidden, becoming visible from the view all icons.

It allows making massive changes in the information and translation of the centers. It also allows massive creation of new centers.

To do this, from download you can extract the information in an excel, and from translations you can extract the translation. To update it, click on Import, and include the excel with the appropriate modifications.

Provides an excel with all the information related to the configuration of the functional/technology area, related to the centers, contacts or training/designations, in order to modify the report.

The functional area / technology from which you start is the destination.

Select functional area/source technology.

Assign company types.

Assign trainings.

Assign reports.

Assign documents.

Assign task templates.

Assign requirement type orders, and may also include the order of requirements in the functional/technology area.

Provides an excel with all the information related to the configuration of the functional/technology area.

Provides an excel with all the information related to the configuration of the functional/technology area.

1.Click on add.

2.Choose the destination functional area.

3.Download the template.

4. Fill in the template. It consists of several tabs.

In the company types, trainings and types of requirement tabs appear the data of the functional area of origin. Also the empty fields be to completed with the data that you want to transfer to the destination when using the task migration tutorial.

The data tab shows the data of the destination functional area. This tab, once the data has been filled in, they appear in green those that have been configured.

5. Import.

6.Confirm it has been created the template.

They might be created as many templates as it is needed.

Allows you to delete it at any time.

The template consists of several tabs where the current information for each option is identified. If you want to modify something, you just have to modify the data.

Fields in grey are not updated even if they are changed.

Allows you to create the parameters of a functional area/ technology:

–Basic information: functional areas, region, country, description, name, country, owner…

–*Address and map of the center, the medical center and the hospital.

–*Mantained: The options are: Yes/No/Other. Information regarding the usual maintenance tasks in the center.

–*Approved companies: The options are: Yes/No. Information regarding whether the center requires approved companies or not.

-Cae application owner and link: allows you to include this center information.

–Report by default: the report’s format to use by default, if there are multiple control report configurations defined.

–Type of tasks: Tasks / general tasks (centers).

–*Printing the access card. Allows to enable/disable workers/vehicles for card printing.

–*Virtual. Work center with different behaviour. Allows you to create a subcontracting chain, based on the existing of other centers.

–*Copy virtual center. It must be marked in those centers whose subcontracting chain it is wanted to be included to a virtual center.

–*Internal notes: allows you to include internal notes of the work center.

–Mandatory and locked risk:

• Normal
• Mandatory risk and not locked. Contractors and administrators (writing role) can copy/remove these risks, each according to their permissions in their role.
• Obligatory and blocked risk. Neither the contractors nor the administrators (writing) can modify these risks.
• Mandatory and blocked risk only contractors. Only administrators (write) can modify these risks (contractors NOT).

Inactive centers do not disappear but remain hidden, becoming visible from the view all icons.

To do this, from downloads you can extract the information in an excel. To update it, click on Import, and include the excel file with the appropriate modifications.

• List
• Trainings
• Requirements

-*To be able to select columns, as long as you have multiple applicable relationships in that center.

If you mark it with the check, you allow the administrators, when generating the report, to include or not the requirements that this relationship consists of. Only possible when working by general tasks. The requirements that you can select must be related.

Allows you to include documents in the selected center.

Document data.

Document upload, being able to include in several languages at the same time:

Resume:

Modify the documents of the center.

Translate into other languages.

Update document version.

Allows you to delete a document.

Allows you to download the file in different languages.

It allows to translate to other languages.

Configuring a relation in a center does not imply that all the related requirements will be required, however it allows, to define for each center, which related requirement will apply in that center.

Must be taken into account that if there are included relations in the type of company, it must also be included in the training that affects it.

Allows you to create a new report.

Select the one you want to duplicate and press the button.

Select,

Allows you to save the changes made.

Just incorrects. This option can be used only for requirements applicable to company and accumulated.

Allows you to choose what you want to be shown:

*Everyone. It shows the status of all accumulated requirements.

*Incorrect. It shows only the accumulated requirements that are incorrect.

*Normal: correct /expired, missing or incorrect /pending of validation

*Without format: There is no distinction in colors, all black

*By risk:

-When the requirement is only at mandatory risks, it applies without format.

-When the requirement is in other non-mandatory risks, it applies normal (correct / expired, missing or incorrect / pending of validation).

1-Create the merge column. Only applicable to workers. Allows you to include requirements, relations and conditions. The requirement label will appear on the report.

In the configuration itself, a new line appears to configure the requirements that you want to join.

2-Configure Column.

It also allows configuring the control of the conditions if any of the requirements has it.

3-Delete column.

Simply remove it from the added column.

4- Translation

5-Others. It is not necessary to write down anything in Group. The column appears by default, to be able to identify it, but this information does not appear in the report itself.

Allows you to translate into different languages.

*Normal: correct /expired, missing or incorrect /pending of validation

*Without format: There is no distinction in colors, all black

*By risk:

-When the requirement is only at mandatory risks, it applies without format.

-When the requirement is in other non-mandatory risks, it applies normal (correct / expired, missing or incorrect / pending of validation).

1-Document data.

2-Document upload. Might be included in other languages.

3-Resume.

Only visible when the document is edited.

Allows you to create a new version of the document, even in several languages if necessary:

Allows you to translate the name and description of the document, depending on what you have previously selected. They appear the languages that are configured in each case.

–Mandatory: By marking the mandatory check, this risk will be mandatory for all workers associated to that technology or any of its work centers. There can be only one mandatory risk per functional area/technology.

–Type:

Training (equal to a risk)

Designations (equal to a risk but in each task)

-Training:

Apllies to workers.

Does not apply to worker. It allows you to create risks in which it only applies requirements to companies or vehicles. Therefore this risk cannot be included to any worker, and therefore this risk will never appear in red in the tasks, since there are no workers that can be include.

-Forced. By marking the forced check, the risk will be forced for all the workers registered in the tasks in which this risk / training is included.

Even if a worker does not have this risk associated, they will appear the requirements configured for that risk.

Multiple risks can be marked as flagged.

–See in task for training. Marking the check, the tasks of this center or technology will be seen by training and not by requirements.

–See in report by training. Marking the check, in the tasks it will be seen the report by trainings (not only in the tasks).

–Does not apply to ETT workers. It prevents to include this training/risk to workers marked as ETT.

Tasks are not recalculated.

In the observations section, you can write the texts that later appear in the observations of Risks definition.

Keep in mind that if relations are included in a risk/training, it must be included also in the type(s) of company in which they are affected.

The condition is always unique to a requirement, so this requirement must also include the type of company.

Press save to finish.

1-Tasks data.

2-Trainings applicables.

3-Designations applicables.

Press to save changes.

Press to cancel changes.

It allows to translate the name of the tasks.