Before you start building your Ops It is important to configure your Advanced Settings within OpsBase.
Although Primary Admins can change and amend these at any time, generally this is something you will only need to do once. 🙋🏻♀️
We will cover:
Issues Setup - Issue Types, Flags and Reports
User Setup - Already covered in previous articles of this training
Op Setup
Op Types
How your Ops are categorised in the system is especially useful when pulling out data from the Analytics reports. You can, for example, create a category for an EHO inspection that will allow you to quickly reach the relevant data in your reports.
The categories can be easily renamed and rearranged. You can assign a Type to your Op from the Settings tab inside the Op builder.
💡 Visit this article for more information on Op Types |
Op Grades
Ops can have scoring systems that help to quickly identify when processes need improvement or to be qualified. The scoring is generated upon a set of rules based on the percentage of positive answers in your Ops.
These can be very useful for instances such as Audits, Risk Assessments, Tests/Quizzes, etc.
💡 Visit this article for more information on Op Grades |
Op Reports
As a Primary Admin, you can create your own reports (following our Customising Report and View Columns article), and make them mandatory and default to all WebApp users on the Op Reports tab.
💡 Visit this article for more information on Managing Report Settings |
Issue Setup
💡 Visit this article for more information on Ops and Issues Settings |
Issue Types
Types are really useful to create Issues Workflows to ensure the right actions take place after an Op is completed, missed, etc. and/or the right people are notified when an Issue is raised.
Issue Flags
Similar to the Issue Types, Flags are really useful to ensure the triggers in Issues Workflows in your Org are executed and the appropriate people are notified when an Issue is raised.
Issue Reports
Similar to the Managing Reports Setting configuration seen before, Issue Reports allow you to make reports available to all admins, as well as setting one report as default, so it is the first one your users see when opening the Analytics page.
Asset Setup
The OpsBase platform allows you to manage and monitor your resources. The Asset Setup page allows you to categorise them by different types, by default the system generates the following:
Properties and Facilities
Equipment
IT Hardware
Software and Apps
Infrastructure
Fleets
Floodlights
💡 This feature continues to be in development and all its functionalities may not be fully operational. |
User Setup
When building your Ops, you will decide who is going to carry them out. Everyone in your Organisation will be assigned, at least, a Position and a Team:
A Position is defined as a particular role within your business that a Staff member is assigned to. (i.e. Operations Manager, Health and Safety Auditor, Junior Engineer, Cleaner, etc).
A Team is a group of Positions within your business that often work together. (i.e. Management, Health and Safety, Engineers, Cleaners, etc).
💡 Visit this article for more information on how to Add Teams and Positions |
Report Settings
Primary Admins have the ability to customise single Op and Issue reports to reflect your company's brand.
This can be accomplished by configuring two items:
Business Logo
Title Colour
💡 Visit this article for more information on how to Personalise Exports with your Logo |
Now that you have input your Places, Teams, Positions, and Staff, as well as configured your System Settings, you are now ready to build your first Op!
Let's go! 🏃