Release Date: 01/10/2020
Enhancements
Trackit Energy made some enhancements to the POB module to perform additional bulk functionalities and track the validity of qualifications in POB locations.
POB - Plan
The new Plan grid will have a new column with an Info button that will display the person’s current, missing, about to expire and expired qualifications required for the POB Location. Any person with an expired or missing qualification will be displayed in red. Personnel with qualifications that will expire within 28 days will be displayed in yellow. Clicking on the person’s name will open a new browser tab to the person’s Personnel Profile.
POB – Plan Continued
From this view bulk Check In and bulk Delete can also be performed by selecting the people required and then clicking on the three dots next to the Edit button and selecting Check In or Delete as required.
Bulk Check In can also be performed when using the Add Multiple People function.
POB – Plan Continued
When booking or checking in any personnel with expired or missing qualifications required for the POB Location, a warning will appear asking the user to continue or cancel the action.
Bulk edit can be performed by selecting the personnel and then clicking on the Edit button at the bottom of the screen.
POB – Plan Continued
A new Qualified column has also been added. To enable the column, click on Manage Columns and select the check box for Qualified. To keep the column selected for future use, choose either Set As User Default or Set As Instance Default at the bottom of the page before saving.
POB – Plan Export
The POB Plan grid can be exported to Excel by clicking on the Export to Excel button.
To export the Plan grid in PDF, select the three dots next to the Export to Excel button and select Export to PDF.