P Q R
P
TERM
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DEFINITION
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Parent Asset
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Denotes the hierarchy relationship between Assets. For Example, A tagged Asset is the parent of a subordinate Asset
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Parent Resource
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Refers to Tier 1 and Head Office Resources
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Password
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This is required along with a Username to access the application or the portal
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Payment Currency
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Pre-defined and legally recognised currency in which payments associated to account will be paid in
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Payment Terms
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Pre-agreed timeframe within which payments must be made.
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Permissions
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The rights agreed and assigned to a specific User profile
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Placement in Workflow
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This is the point in the workflow that you would like your RFI to be asked
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Planned Reasons
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The pre-defined reasons why scheduled work would be carried out e.g legislative checks
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Portal Login
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Against a contact, you can determine if you would like to give them access to view the Ostara Portal. If you want to give them access, then this field needs to be ticked
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Positive Weighting
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This is where you determine what the overall pass mark of the RFI is
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Post Code
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This is the field in which you enter the post code of the address of the Building or Resource
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PPM
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Planned Preventative Maintenance Work Orders. This is planned work which is undertaken to prevent a piece of equipment from going into disrepair
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PPM Frequency
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This is the frequency that a PPM must be carried out
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PQQ
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Pre Qualification Questionnaire
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PQQ Approved
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This PQQ status shows that you have approved this PQQ and so this Resource can now be allocated Work Orders
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PQQ Expiry Date
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This is the date that the PQQ expires and will need to be reviewed
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PQQ Refused
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This PQQ status shows that you have refused this PQQ and the Resource need to provide further information
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PQQ Rejected
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This PQQ status shows that you have rejected this PQQ and the Resource can not be allocated Work Orders
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PQQ Submitted
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This PQQ status shows that the Resource have submitted their PQQ for your approval
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Pre-qualification Access
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When creating login details for a contact, you will be asked to confirm what type of access to the portal they require. Pre-qualification access gives them the ability to see and manage the PQQ
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Pref. Assign Method
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The preferred method of providing Work Order numbers and information to a Resource. For Example, by phone, by email
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Primary Building
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This field allows you to state against a User what their primary Building is
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Priority (SLAs)
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This field can be used to determine what priority you deem this type of work to be. For Example, 1,2,3 or A,B,C
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Profile
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The pre-defined criteria or permissions associated to a User access rights
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Profile Permissions
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The pre-defined authorisations for database access/controls associated to a profile
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PTW
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Permit to Work books are used by Resource when they attend site. The book numbers are logged against the Building, so that we can validate that the Resource is at the correct Building
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PTW Book date sent
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This is the date that the PTW book was sent to the Building
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PTW Book End Number
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This is the end number of the permit to work book sent to the Building
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PTW Book Start Number
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This is the start number of the permit to work book sent to the Building
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Purchase Date
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This is the date that you purchased an Asset
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Purchase Price
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This is the price that you paid for an Asset
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Q
TERM
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DEFINITION
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Question Content (RFI)
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This is a freeform field in which you enter the wording for your question
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Question Instructions (RFI)
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This is a freeform field in which you enter any instructions which will help the User when completing the RFI
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Quote
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A written notification of the requirement and cost associated to works which cannot be completed as reactive or PPM
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Quote Reasons
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The pre-defined criteria which stipulates why a quotation is required for specific works. For Example, end of life equipment replacement
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R
TERM
|
DEFINITION
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Rates
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These are the costs charged by a Resource for attending site to undertake work. These can be logged against different times and days and they are used to calculate the expected cost of a Work Order
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Reactive
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The operational element of work
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Reactive Parts Value (Contracts)
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This is the parts value which you are setting for any reactive Work Orders raised against this contract
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Reactive Reasons
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The pre-defined criteria which stipulates why a reactive attendance is required. For Example, wear & tear breakdown
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Reason Code
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This is the reason why a Work Order is being raised
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Remaining Surface Area
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Result of combined floor space measurements after deduction of total sales surface area
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Removed Date
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This is the date that an Asset was removed from use
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Repair Agent (Resource)
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Person(s) that doesn’t attend site but repairs off site
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Replace Existing Equipment?
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If this is ticked when creating a new Asset, you are stating that this Asset will be taking over from an already existing Asset
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Reports
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See Glossary of Reports document for more information
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Requires Meter Reading (Contracts)
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If this is ticked against a PPM task, then this Work Order will not be able to be completed until a meter reading is added to it
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Resource
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Internally or externally contracted personnel to provide specific client services.
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Resource Count (Contracts)
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This allows you to state how many engineers you will permit on site for each Work Order raised on this contract
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Resource Name
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This is the name by which a Resource is known. It is their trading name
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Resource Number
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Unique alpha-numerical value associated to a Resource. This is system generated
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Resource Type
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Pre-defined categories to denote the functions of a Resource. For Example, contractor, repairs agent, supplier
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Responsible For PQQ
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If this is ticked against a contact record in Resource, it means that this person is the contact for any PQQ queries. This person will receive any emails regarding PQQ login details
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Revenue
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Income that a company receives from its normal business activities, usually from the sale of goods and services to customers.
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RFI Association
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This determines what this RFI is associated to. What is chosen here will determine which fields on the RFI then become mandatory
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RFI Description
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This is freeform field to enter a description of what this RFI is
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RFI Name
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This is a freeform field to enter the name of your RFI
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RFI Unique Reference
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This is a system generated reference for this RFI
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