SRA Actions

The User may want to remove a resource from an SRA.  This can be done in the following way:   1. From the Resource tab on the SRA, highlight the Resource to be removed by single clicking.   2. Click on the Actions button. 3. This menu will be... Read More

1. Click on the Actions button. 2. This menu will be displayed: 3. Click on Remove Client(s) menu option.  This window will then open:   4. This window will contain all Clients already selected on this SRA. The User can tick one or multiple... Read More

If there are multiple Resources on an SRA then the User can prioritise them to show who the primary, secondary etc is. The priority of the Resource is the order that they will appear when allocating a Reactive Work Order for any task type and... Read More

1. This can be done by highlighting the Building and clicking on the Change SLR's button on the Buildings section of the SRA.   2. See Change Task Type SLR’s for further instructions on how to change Building SLR's. Read More

After adding an SLR to a task type on the SRA the User can copy this to other task types. This can be done in the following way:   1. Highlight the Task line that is going to be copied.   2. Click the Actions button. This menu will be displayed:... Read More

In order to change the SRA details the User will first need to find the SRA that needs to be changed by using the SRA search functionality.     1. Once the SRA in question has been found click on the Actions button. 2. This menu will be... Read More

1. Click on the Actions button. 2. This menu will be displayed: 3. Click on View Client(s) menu option.  This will display all Client(s) associated to the chosen SRA as read only.   Read More

1. Click on the Actions button.    2. This menu will be displayed: 3. Click on the Add Client(s) menu option.  This window will then open:   4. This window will contain all Clients available for selection (this data will vary depending on... Read More

A Resource is a Contractor that would carry out the scope of works which has been specified on the previous tab.  Allocating a Resource is completed using the Resource tab of the SRA in the following way:     1. Click on the Actions button 2.... Read More

1. To create a new Contract, the first thing that is needed is to find the SRA that the contract is to be created from. See Searching for an SRA for further instructions.   2. Once the SRA has been selected, click on the Resource tab.   3. If there... Read More