SMARTEK PRINCIPAL (LEVEL 2/3) PROCEDURES MANUAL · 2019-10-31 · LEVEL 2-3 Principal procedures...

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We Protect Your Brand SMARTEK PRINCIPAL (LEVEL 2/3) PROCEDURES MANUAL

Transcript of SMARTEK PRINCIPAL (LEVEL 2/3) PROCEDURES MANUAL · 2019-10-31 · LEVEL 2-3 Principal procedures...

Page 1: SMARTEK PRINCIPAL (LEVEL 2/3) PROCEDURES MANUAL · 2019-10-31 · LEVEL 2-3 Principal procedures Manual V6 30Oct2019.docx ACCESS LEVELS On site establishment, levels of access to

We Protect Your Brand

SMARTEK

PRINCIPAL

(LEVEL 2/3)

PROCEDURES MANUAL

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CONTENTS

SMARTEK USER INTERFACE UPGRADE NOVEMBER - 2019................................................................ 3

OPENING SMARTEK ...................................................................................................................................... 8

ACCESS LEVELS............................................................................................................................................. 9

PRE-QUALIFIED COMPANIES ................................................................................................................... 13

ENTERING A COMPANY INTO THE SYSTEM......................................................................................... 14

LINKING A COMPANY TO A SITE ............................................................................................................ 16

ENTERING COMPANY COMPLIANCES ................................................................................................... 20

ENTERING EMPLOYEE PROFILE .............................................................................................................. 22

LINKING AN EMPLOYEE TO SITE ............................................................................................................ 23

ENTERING EMPLOYEE COMPLIANCES .................................................................................................. 27

GENERATING AN EMPLOYEE SITE ACCESS CARD ............................................................................. 29

ALLOWING EMPLOYEES ON SITE MANUALLY ................................................................................... 33

REGISTERING AND LINKING PLANT TO SITE ...................................................................................... 35

PDA HAND SCANNER ................................................................................................................................. 38

RFID CARD READERS ................................................................................................................................. 46

FLATBED SCANNER .................................................................................................................................... 48

OPERATING THE CAMERA ........................................................................................................................ 49

QUICK REGISTRATION ............................................................................................................................... 49

SETTING UP SCAN POINTS ........................................................................................................................ 53

SMARTEK REPORTS .................................................................................................................................... 56

HOW TO GENERATE REPORTS ................................................................................................................. 57

QUICK SITE OVERVIEW ............................................................................................................................. 62

APPENDIX A - ISSUES AND EXPLANATIONS ........................................................................................ 64

APPENDIX B - REQUIRED COMPLIANCES AT SITE.............................................................................. 65

APPENDIX C - EXPLANATION OF ICONS ............................................................................................... 71

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SMARTEK USER INTERFACE UPGRADE NOVEMBER - 2019

The pages below are some sample screen layouts for the new look of Smartek following the upgrade

planned in November 2019

There some functional changes to Smartek, but this section discusses the new interface. In summary, the

changes are:

• Modern design and improved user interface, and new colour scheme.

• Responsive design to allow better display on smartphones and tablets.

• Menus modernised with icons and collapsible sections.

• Common icons, such as the pencil are still in place, changed and scale to screen size.

We hope that you will find these changes helpful and enhance your user interface experience of Smartek.

Please contact us if you have any concerns or comments.

Kind Regards,

The Smartek Administration Team

[email protected]

1300 238 724

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Login Screen

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Sample Home Screen (Main Menu Expanded)

Features

- Colour scheme changes

- Main menu now on left side of screen

- Collapsible main menu (use the button in the top left of the page to expand/collapse the main

menu. This function is available on all screens once logged in.

- Popup Help available on most screens

- Buttons now coloured green

- Responsive design – better display on tablets/smartphones

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Sample Second Level Screen

Features

- Second level menu appears next to the Main Menu

- Collapsible main menu (use the button in the top left of the page to expand/collapse the main

menu. This function is available on all screens once logged in.

- Popup Help available on most screens

- Buttons now coloured green

- Row Icons have changed (e.g. “eye” for view record)

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Sample Edit Screen

Features

- Rounded entry fields

- Collapsible main menu (use the button in the top left of the page to expand/collapse the main

menu. This function is available on all screens once logged in.

- Popup Help available on most screens

- Buttons green

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OPENING SMARTEK

A USERNAME and PASSWORD has been issued to activate company/employee registration.

Go to https://admin.smartek.net.au. This will bring up the Smartek login page.

Enter the USERNAME in the Username box

Enter the PASSWORD in the Password box

The USERNAME and PASSWORD are both case sensitive. We suggest you cut and paste both the USERNAME

and PASSWORD from your Welcome Email directly.

After entering your USERNAME and PASSWORD, click on the Login Button

If the Prequalification mode has been enabled for your Smartek site, a screen similar to below will now open,

otherwise the Sites section will be displayed.

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ACCESS LEVELS

On site establishment, levels of access to the Smartek system will be nominated by the principal contractor.

Access details for each Level are noted as follows. Note the menus shown below are in expanded mode only.

This is controlled by the button at the top-left of the website.

Level 2

• Shows all site for the Principal Contractor.

• Link any company or employee to site.

• Add and edit Contractor’s details and add the company

compliances.

• Add and edit Employees details and add any employee

compliances.

• Print site cards.

• Add and edit Plant details and add any plant compliances.

• Add Visitors details.

• Run Reports for all sites.

• Set up the Compliance Alerts for your site.

• Add any Incidents that have happened on site.

• View any Alerts.

• Merge company and employee duplicates.

• Add any new Trade types for company and employees.

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Level 3

• Shows current site only.

• Add and edit Employees details and add any employee

compliances.

• Link any company or employee to site.

• Print site cards.

• Add and edit Plant details and add any plant compliances.

• Add Visitors details.

• Run Reports for your site.

• Change your password.

• This level is to be used when you have disabled a card and

generated a new card. It will produce the site number under the

site name for card mail out reasons.

• Main users are the personnel entering relevant information.

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Level 4

• View only

• Unable to add or edit.

• Able to change password.

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Level 5

• Run reports.

• Able to change password.

• Add company details.

• Add Employees details.

Level 6

• Manage “Dashboard” for easier view of status/actions required

• View your company and employees only.

• Able to change your password.

• Add company details.

• Add Employees details.

Level 7

• View your employee details only.

• Able to change your password.

• Update Employee details.

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PRE-QUALIFIED COMPANIES

***If the Prequalification mode has been enabled for your site***

Below is a sample view of the Pre-Qual section, when selected from the top menu.

This section show the companies who have or are in the process of being pre-qualified to work at Smartek Trade Card

sites.

The status column indicates the level of compliance for the company.

Clicking on the company name link, takes you to the detail for that company.

The “Role(s)” shows the risk level for the company, and controls the compliances the company is required to

complete.

The last column “Required Compliance Messages” will show a summary of messages for why the company is non-

compliant. If the company is fully compliant, this will be blank.

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ENTERING A COMPANY INTO THE SYSTEM

Note: For some (multi-client) systems a level 3 administrator is not able to add a company. This will be

performed by a higher level administrator. This section is for information only.

Select Companies

Enter the company name or part thereof in the Legal name or trading name box

Select Search

If the company name is not registered on Smartek, you will need to ADD the company.

Select Add

The Add Company page will appear (next page)

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Complete all fields. NB: Any field marked with an asterix (*) is mandatory. Select the Save button.

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LINKING A COMPANY TO A SITE

Note: A level 3 administrator will only be able to link a company to a site for which they are authorised.

Company records have saved successfully. You are now required to link the company to site.

Enter the company name or part thereof in the Legal Name or Trading Name field.

Select Search

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Company details will appear. Select the View (eye) Icon. If the company is already on the system then you will be

here. Follow these procedures.

(Continued next page)

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Select Sites then click Add

You are now in the Add Site Link Screen

Ensure correct Site has been selected

Valid From Date will be automatically generated

Enter On Site Contact Name and On Site Contact Phone details

CCAC Exempt - Consultants, Architects, Engineers etc are not required to record company insurances as no

physical work is actually being conducted on site. If relevant, please tick the CCAC Exempt box.

Enter Contact Email details.

All Contractors will either contract to self.or subcontract to another company.

Click on the Subcontractor Of box – a drop down list of all companies on site will appear.

Click on the relevant subcontractor they are subcontracting to

(whether that be another company or contracting to self).

Click on Save

(Continued next page)

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.

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ENTERING COMPANY COMPLIANCES

Company insurances are to be entered individually for Public / Product Liability, Workers Compensation Insurances.

If the company is already on the system all you need to do is update the compliances. Please refer to Flatbed Scanner

instructions as to how to scan insurance paperwork.

When you are on the Company screen. Select Compliances

You are now on the Company Compliances screen. Select Add

(Continued next page)

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Select the relevant insurance from Compliance drop down box. Refer to Appendix B about Required Compliances.

Referring to the insurance documents, enter Valid From and Valid To dates.

Enter Reference # - for example, the POLICY NUMBER of an insurance document

Select Browse icon to upload a copy of the scanned insurance document

Enter Insurance company name in Issued By box

Enter Policy $ amount in Amount box.

Enter number of employees covered by the policy (NB: Workers Compensation only)

Select SAVE

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ENTERING EMPLOYEE PROFILE

Select Employees from the main toolbar

Firstly search to determine whether employee is already registered on the Smartek system.

Enter first name and last name details and select Search

(Continued next page)

If employee is not registered, select Add

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Complete all fields. NB: Any field marked with an asterix (*) is mandatory

Select the Browse or Choose File button to upload a photo of employee.

(Photo: Head shot only / size: 2 MB max)

Select Save

LINKING AN EMPLOYEE TO SITE

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Select Employees from the main toolbar

Enter first name and last name details and select Search

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You are now in the Employees profile screen. If the employee is already on the system then you will be here. Follow

these procedures.

Select View (eye) icon

(Continued next page)

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Select Sites and select Add

Click on the Site box – a drop down list of all sites will appear, select current site.

Valid From date is automatically generated. Valid to details are not required.

Enter Site Contact Number & Contact Email details if available.

Select Save

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ENTERING EMPLOYEE COMPLIANCES

All relevant employee compliances are to be added to employee profiles (e.g. OH&S White Card, relevant tickets etc).

If the employee is already on the system then all you need to do is update their compliance.

Select Compliances. Select Add

Click on the Compliance box – a drop down list of all relevant compliances will appear,

select appropriate record . Refer to Appendix B about Required Compliances.

Enter relevant Valid From and Valid To dates..

Enter Reference # - NB: This is the card number

Select Browse icon to upload a copy of the scanned compliance document

Select Save

This process is to be repeated for all valid compliances (e.g. licences, tickets)

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GENERATING AN EMPLOYEE SITE ACCESS CARD

Note: For many Smartek clients cards will be printed by Smartek. This section is provided for those Smartek

clients that print their own cards for their employees/subcontractors.

All employees registered on Smartek are to be issued a unique site access card.

Whilst in the employee profile, select Card History

Select Add

Start Date is automatically generated. Adjust Expiry Date details if necessary.

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Select Save

NB: If curent site has been deemed an RFID Card Reader designated site, please ensure RFID checkbox is

ticked

Once card is generated, click on the RFID TAG ID box and swipe card to record

RFID Tag ID number.

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You will be in the following Employee screen.

Click on Card Number (commencing with C*)

The PDF of the card will open in a new window. Ensure all details are correct.

Select the printer icon (this depends on the browser you are using, below shows using Chrome)

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Select relevant Card Printer from the drop down box (note the model you have could be a Fargo printer)

Select double-sided print if your card has 2 sides.

Select OK

Site access card will be printed.

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ALLOWING EMPLOYEES ON SITE MANUALLY

Occasionally employees present at site without a site access card. In this case, you can manually allow employees on

site.

Select Employees

Enter first name and last name details and select Search

You are now in the employee profile screen

(Continued on next page)

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Select View (eye) icon

Select Sites. All sites that the employee has been linked to are displayed on the Access column, along with a status

showing whether they are allowed or denied access to the site.

Select the Allow link beside the relevant site.

Select OK

Employee is now registered as being on site

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REGISTERING AND LINKING PLANT TO SITE

All plant being used on site MUST be registered on the Smartek system.

Select the Plant Icon.

Firstly search if plant has already been recorded previously on Smartek.

The easiest way to check is by Serial No. Enter Serial No and select Search

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If plant is already registered on Smartek, the following screen will appear.

Plant is now to be linked to site

Select View (eye) icon

Select Sites. Click the Add button to add a site link.

Select Relevant Site from drop down box. Select Save

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Select Compliances. Click the Add button to add a compliance. (Note: for some clients this function is disabled as the

compliances are added by the Smartek Administration team).

You are required to enter all plant compliance details. Refer to Appendix B about Required Compliances.

Click on the Compliance box – a drop down list of all relevant compliances will appear, select the appropriate

compliance.

Referring to the plant records, enter Start Date and Expiry Date period.

Enter Reference # (Where used by client this is the plant barcode sticker number assigned)

Select Browse icon to upload a copy of the scanned compliance document.

Select Save

(For example, if in six months time the service date is due but the plant has 200 hours to go ask the owner when

it will be due for the service and edit the system and extend the date when it is due)

If the plant is not registered on the system, Select Add

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Complete all relevant details – NB: these can vary from site to site.

Complete Make/Model No, Owned By (the company that is hiring the machine), Serial Number, Barcode Last

Service Date, Required Maintenance Frequency and tick the Log Book.

A copy of the last service date records (that is noted in the back of the Log Book) is to be scanned a saved via the

Browse Box.

Should the plant have RTA Registration, Authority Registration required & Authority Registration Expiry date is to be

checked and entered.

Select Save

Continue by linking Plant to Site and registering Compliance details as per previous instructions.

PDA HAND SCANNER

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Note: This section is only applicable to clients using PDAs for scanning Smartek cards. Also, some of the screen shots

below may vary between different models of PDA. For further details refer the Smartek user manual for your model of

PDA – this is available under the Resources\Help section of Smartek

Start-up of Scanner

If not automatically started, double tap the Smartek Icon on the screen.

The Smartek scanner application will start.

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PDA- SYNCHRONISING THE PDA

IMPORTANT: The scanner needs to be synchronised prior to scanning in and out.

Failure to do this may result in inaccurate allowed or denied access responses from the scanner.

Place the PDA Scanner in the scanner dock – ensuring red light (located top right hand corner of the PDA) is lit

prior to synchronising. You must have internet access either on the PDA itself or on the connected computer

to synchronise.

Remove stylus – located top left hand corner of PDA. Touch the SYSTEM tab.

Touch the Synchronise button.

Confirm Are you sure? ’by touching the Yes button.‘

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The progress bar on the PDA screen is the indication that all information on Smartek is being uploaded & all

information gathered from the PDA is being downloaded to the Smartek system.

Once synchronisation is complete, progress

bar will disappear

Proceed only after synchronisation is

complete.

Press Access

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PDA - SCAN IN PROCEDURE Ensure PDA is on ACCESS

IMPORTANT: This will ensure that employees are

recorded entering the site.

Enable the scanner by scanning any site card

(This process activates the PDA)

To scan site access card, hold and press lower button, either side

of the scanner unit – Red beam will be activated.

Or press SCAN button on front of keypad.

Ensure Red beam scans bar code on front of site access card.

Screen will indicate employee /company details and confirm if

access is allowed. Refer to Appendix B about Required

Compliances.

.

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PDA - SCAN OUT PROCEDURE

Ensure PDA is on ACCESS and enabled.

Remove stylus – located top left hand corner of PDA.

Touch the OUT Box located Left Hand side of the screen.

Important - ensure this is activated only when

subcontractors are exiting the site.

To Scan site access card, hold and press lower button, either

side of the scanner unit – red beam will be activated. Or

press SCAN button on front of keypad.

Ensure red beam scans bar code on front of site access card.

Screen will indicate employee/company details and confirm

person exiting site.

Untick the OUT box by tapping the outbox square to return

scanner to Scan In mode.

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PDA - MUSTERING

The purpose of Mustering is to account for all people on site on a daily basis, at a particular point in time.

For example, this may be required for an emergency to check that all people on site have gone to an evacuation point.

The steps involved are:

1. Ensure PDA has been synchronised.

2. When a muster is required, touch the Scan tab on the PDA screen.

3. To commence Muster, select MusterPoint from the Applicable Incident drop down box,

4. Select Start Muster button, and click Yes to confirm.

Note: Access scans only within the last 12 hours are considered.

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5. Whilst still on the Scan tab, ensure all site access cards are scanned individually for each and every employee

currently at the designated Evacuation Point.

6. By clicking on the List Missing button, a list of all persons not yet scanned at the Evacuation point will be

displayed, noting mobile phone number and Subcontractor company details.

7. To complete the Muster click on the End Muster and select Yes to confirm.

Any scans (on the “Scan” tab) after this are not counted towards the “MusterPoint”.

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RFID CARD READERS Note: this section is only relevant for those Smartek clients using the desktop RFID readers.

If the current site has been deemed an RFID Card Reader designated site, all incoming and outgoing activities will be

registered by utilising an RFID Card reader, for both IN and OUT access.

The SmartekReader program is set up to automatically start when the computer is started.

For each scan, a window like below will popup, as below:

This will then minimise to the bottom right of the taskbar (in red circle below).

If a problem with the Smartek Reader (e.g. popup window not appearing or scans not working), first course

of action is to re-start the computer, via a shutdown and restart as shown below (note: Windows 7 interface

below)

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If this does not solve the problem, contact the Smartek Helpdesk: 1300 238 724 or

[email protected]

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FLATBED SCANNER Note: this section is only relevant for those Smartek clients who perform their own updating of compliances.

For many clients, this function is done on their behalf by the Smartek team – in this case this section is

irrelevant.

Click on the MP Navigator (or equivalent scanning software) Icon.

The following screen will appear. Click on the PDF icon.

The following screen will appear.

Ensure the Colour tab is selected..

Click on the File Name box and type employee name.

Select SCAN

When scanning has completed

the document will open automatically.

Select OK.

A copy will be saved in the Pictures file on your computer.

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OPERATING THE CAMERA

Note: this section is only relevant for those Smartek clients who print their own cards or manage their own

compliances.

Select the Logitech Camera Icon on your Desktop (or equivalent software).

Click on the Picture Icon

Pick up the Camera and point it at the person whose

photo needs to be taken. Ensure only a head shot

image is on the Screen.

To take photo click on the Take Photo icon.

Photo will be saved in the Pictures File on your

computer.

QUICK REGISTRATION

The quick registration performs multiple actions to speed up the process to have an Employee registered/compliant to

work at a site:

- Creates the Employee Record

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- Links the Employee to the Site

- Prompts for all the required compliances at Site

- Creates a Card Image

Select the view (eye) icon for the site required.

Select Quick Registration

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Select Employee

Complete all relevant fields

A copy of any required employee compliances for this site is to be saved under Certificate Image via the Choose

File/Browse button

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A copy of the Site Specific Induction form is to be saved under Certificate Image via the Browse button

OHS Green Card Number to be entered in Reference # field

Select the Register Employee button.

The following screen will appear

This process has automatically allowed employee on site for the day.

Click HERE to print card.

To print site access card, refer to previous instructions in the section: Generating an Employee Site Access

Card

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SETTING UP SCAN POINTS

Select Sites

Select the View (eye) icon beside relevant site.

(Continued next page)

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Select Scan Points. Select Add

(Continued next page)

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In the Description box enter your site name.

In the Barcode box enter the barcode sticker number.

In the Location box enter the location as to where the barcode sticker will be placed.

Repeat this process for each barcode location.

Synchronise the PDA (hand scanner) after you have entered all the scan points into the system.

Select Patrol on the PDA and swipe you site entry card.

This will show up on the report as you scanning these points.

When you synchronise the PDA you will be able to view a report of the scan history.

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SMARTEK REPORTS

Automatically Generated

The following is a list of Standard reports generated and forwarded automatically to designated site contact.

STANDARD REPORTS

1. List of People at (site)

2. Subcontractor Employee Count (Subcontractor of) at (site) today

3. Subcontractor Monthly Breakdown at (Site) with hours

4. Monthly Statistics by subcontractor (site)

5. Expiring Public Liability & Workers Compensation 7 day look ahead at (site)

6. Site Inductions for (site)

7. Plant Register

Non-standard reports can be produced by Smartek on request – email [email protected] or

phone 1300 238 724.

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HOW TO GENERATE REPORTS

From the main menu select Reports

Select the report category from Reports sub-menu

(Continued next page)

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To generate a specific report, click on printer icon against chosen report

(Continued next page)

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If there are any parameters for the report, select these and then click Run

(Continued next page)

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Report will be generated in the following format.

To convert/download the report to Excel spreadsheet selection Excel from disk dropdown box and select Excel 2003

(.xls) or Excel (.xlsx).

(Continued next page)

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Report will convert to an Excel Spreadsheet format, with the ability to scroll through the report.

All reports can be generated and exported as an excel spreadsheet using the steps as shown.

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QUICK SITE OVERVIEW

By logging into the Site screen, at any given time a detailed list of staff that have been allowed or denied access

on site can be viewed.

Select the Sites icon

Select On Site figures

Three daily counts are recorded (as shown in the example above), split in this format Allowed Count-1/(Denied

Count-2)/Visitor Count-3:

1. How many employees allowed access on site (2 shown for Barrington Workers example above)

2. How many employees denied access on site (1 shown for Barrington Workers example above)

3. How many visitors on site (0 shown for Barrington Workers example above)

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Any figures recorded in the parenthesis () show employees denied access on site today.

By selecting the 3 sections of this field, you can view a popup listing these employees/ company/deny access details.

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APPENDIX A - ISSUES AND EXPLANATIONS

ISSUE: Printer is not working

Check that al computer and power leads are connected.

Check that power is turned on.

Check that printer is turned on.

Check that correct printer has been selected prior to printing document.

ISSUE: Computer Screen has frozen

Turn the computer off.

Restart computer.

ISSUE: PDA screen reads “Disabled”

Scan site access card. This will enable the scanner.

ISSUE: PDA shows a Blank Screen

Check that battery is fully charged.

Check if screen has been broken.

ISSUE: PDA Red Scanning Beam is not working

Remove the stylus from the top left hand side of PDA scanner.

Push stylus tip into the little hole to the left of the Red off button.

This will do a “soft reboot” of the PDA Scanner.

Once the Smartek icon reappears on the screen, double tap the Smartek Icon.

Screen will reset at Access screen.

Scan a site access card to re-enable the scanner

No information will be lost in this process.

ISSUE: Employee is registered twice on Smartek

Email or phone Smartek Help Desk (as noted below) stating Employees name and Company

details. Smartek support staff will merge this information.

ISSUE: Subcontractor is registered twice on Smartek

Email or phone Smartek Help Desk (as noted below) stating Company details.

Smartek support staff will merge this information

ISSUE: Site Access Card is not registering

Check PDA screen for any employee or contractor information.

Card may be worn out. Possibly a new card to be issued.

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APPENDIX B - REQUIRED COMPLIANCES AT SITE

Note: that compliance email alerts (when configured for a site) will be sent for all compliances as they

approach their expiry date, for companies, employees, plant linked to an active site, regardless of whether

the compliance is required or not. The compliances will only be flagged at a scan point (popups) if they are

set as required.

Note that whilst compliances can easily be added for companies, employees and plant, these are not

required, unless explicitly set up for the site, or set to be required at all sites.

Scan point popups that appear when an employee or plant is scanned will not be shown unless the required

compliances are set up. Also, the alerts/popups will only be generated at active (i.e. not expired) sites.

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Note also that a company compliance applies to the employees and plant belonging to this company.

For company, employee and plant compliances, there are these scenarios:

1. The compliance can be set as required at all sites. This compliance will be required and scan point

popups will appear when expired or missing at all sites, and applied to all companies (for company

compliance), employees (for employee compliance) or plant (for plant compliance), linked at all

sites.

2. The compliance can be set as required at a specific site. This compliance will be required and scan

point popups will appear when expired or missing at this site only, and applied to all companies (for

company compliance), employees (for employee compliance) or plant (for plant compliance) , linked

at this site only.

3. The compliance can be set as required at all or a specific site, but is role based so it only applies to

those companies, employees and plant linked to the site with this role. This compliance will be

required and scan point popups will appear when expired or missing at this site only, and only to

those companies (for company compliance), employees (for employee compliance) or plant (for

plant compliance), linked at this site with this role only. This case will need to be used for specific

roles, for example a plumbing company, an employee who is an electrician or a (plant) crane that

requires specialised/non-standard servicing. This can only be defined on a case by case basis.

Examples of the following are described in the sections that follow. The example used below is for an

employee, but it is applicable at all levels of compliance checking: company, employee and plant.

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1. Compliance required at all sites Below shows the “site specific induction” employee compliance which is required at all sites.

Below shows that this employee is linked to a site, but because they do not have a “site specific induction”

compliance, it is flagged that the employee is denied access to the site (as would be done on hand held

scanner).

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2. Compliance required at specific site Below the employee compliance has been defined as not required at all sites.

This employee compliance is then specifically added a required compliance at the site (under the menu:

Sites\Required Compliances\Employee), but set as “Allow with Alert”

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Below shows that this employee is linked to this site, but because they do not have an “OHS representatives

course” employee compliance, it is flagged that the employee is “allowed with alert” access to the site (as

would be done on hand held scanner).

3. Compliance required at specific site and role based The employee compliance below could either be defined as required at all sites or not, but it is role based,

so will only affect those employees who are site-linked with that role. Note that multiple roles can be

selected, this is done by selecting with the keyboard [Ctrl] key.

As this employee compliance is not required at all sites, it is specifically added as a required compliance at

the site (under the menu: Sites\Required Compliances\Employee), but set as “Allow with Alert”

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Below shows that this employee is linked to this site with the role of “Plumbing”, so because they do not

have a “Plumbing” employee compliance, it is flagged that the employee is “allowed with alert” access to

the site (as would be done on hand held scanner). Note that multiple roles can be selected, this is done by

selecting with the keyboard [Ctrl] key.

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APPENDIX C - EXPLANATION OF ICONS

Favourite icon Select to include the item in your favourites (shortcuts) section.

View icon Select to view subsidiary records.

Edit Icon Select to edit any record on Smartek.

Report Icon Select to generate report (available from the Reports section)

Page Settings Select to set the columns/rows/etc for a particular page

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