Safety, Permits and Licenses

Overview

Several improvements are made to Permit/License assignment procedure.

1. By referring to the “Safety” column on the main dispatch grid, jobs enabled with Safety Required can be identified using the hard hat icon
2. Within the Add/Edit Employee window, a new tab has been introduced called "Permit Assignments." This tab contains a comprehensive list of all permits/licenses assigned to the respective operator. A similar tab is also made available for each equipment unit.
3. In the Dispatch Jobs window, a new filtering option for operators has been implemented. It is labeled "Permit/License" and facilitates the filtering of operators based on specific licenses.
4. When assigning operators to a job, the dispatcher now has the ability to filter the operators, showing only those who possess the required permit/licenses (Qualified Employees) that match the ones assigned to the jobsite.

Benefits

• Jobs with safety requirements are easily distinguishable in the jobs grid.
• The dispatcher can promptly identify which crew members possess the specific permits/licenses that are required for the jobsite. 

Specifics

Safety required checkmark and "hard hat" icon.

1. Open a job or add a new one.
2. Go to Jobsite Information tab and assign a permit/license.
3. The assignment procedure is explained in Customer / Job Site Permit Assignments.
4. The Safety Required is automatically checked.
5. Save the job and Close the window.

• A hard hat icon is displayed in the "Safety" column of the job grid. When the user hovers the mouse cursor over this hard hat icon, a bubble will appear, providing information on the permit/licenses required for this particular job. If the "Powerline" checkmark is ticked for the job, this information will also be included in the displayed bubble.
• When both the permits/licenses for the jobsite and the permits/licenses for the employee have been approved, the status “Approved” will show up in the bubble next to the particular permit/license. Additionally, only permits that have not expired are displayed. 
• The assignment status for jobsite can be changed from the Add/Edit Permit/License Assignment window when you create or edit the assignment in Jobsite Information - Permit Assignments area.

The status of an employee assignment can be changed when you add/edit an employee's assignments from Permit Assignments tab in his/her Add/Employee window.

The same icon and the bubble information is shown in the Jobsite field in the Job Information window.

Permit/License tab for Operators and Equipment units

In the jobs grid, hover the mouse cursor over an operator icon. A bubble will appear, displaying the permit/licenses held by this operator, excluding any expired ones

1. Double-click on an operator.
2. In the Add/Edit Employee window, there is a tab called "Permit Assignments", which shows every permit/license this operator has (even the expired ones).
3. Assign/Remove/Edit the permits/licenses the same way as in Assets-Permit/Lic module.
4. The same tab is available for every equipment unit.

Permit/License filter

In the Dispatch -Job grid there is a panel called "Operator Filtering Options", which includes a new filter field "Permit/License". From its drop-down list (loaded from Assets - Permit & Licenses) the user can filter the operators by a specific permit (for example "OSHA 10"). If the user chooses more than one permit/license from the dropdown, only employees who possess all of the chosen permits/licenses will show up.

If you open Tools - Attach/Detach Fleet & Crew the selected filter is also applied to the view.

Show Qualified Employees only 

1. Open or edit a job from the Dispatch Grid.
2. Navigate to Crew area (in the lower right side of the window).
3. Click on an empty row to assign an operator to the job.
4. In the Type field now you have an additional option called "Qualified Employees".

• Upon clicking on it, only employees with the permits/licenses required by the jobsite will be displayed.
• If you choose not to use this specific filter, you can identify qualified employees in the list by the icon that appears after their names.
• Furthermore, operators who are already assigned will also be present in the filtered list, and their names will be shown in bold text.