The Projects Administration page is where all projects within the application are managed. This page displays a detailed list of projects, showing key information for each, including: whether the project is currently Active, the Project Number, Classification (small, medium, or large), Created By (user), the Created On date, the Director, whether the project includes a KPI (Key Performance Indicators), the Last Modified date, whether a Peer Review is required (yes or no), and the associated Site.
Administrators can also add new projects from this page, apply filters to narrow the list, or export the data to Excel using the Export to Excel located in the top right-hand corner of the page. This functionality ensures project information is accurate, well-organized, and easily accessible for ongoing management.
To open the Projects Administration page - on the left-hand navigation menu, select Administration, then select
Projects.
Each project on the list can be clicked to open its details page, where additional information is available. Project information can be edited from the details page and the entire project can be deleted.
Each project’s details page has the following tabs:
Details
After clicking on a project from the Projects Administration page, it’s details page displays with all of the project’s information. Project details can be edited from this page and entire projects can de deleted, if desired.
🔍 To learn how to add a new project, edit an existing project’s details, or delete a project, read the How to add, edit, or delete a Project article.
Companies
The Companies tab within a project’s details shows a list of all companies associated to the selected project. Additional companies can be associated to the project from this page.
🔍 To learn how to associated a company to a project, read the How to associate a Company to a Project article.
Supporting Documents
The Supporting Document tab within a project’s details shows all uploaded documents for the selected project. New documents can be uploaded to this page.
🔍 To learn how to upload a supporting document for a project, read the How to upload a supporting document within a Project’s details article.
🔍 To learn how to view or download supporting documents for a project, read the How to view and download a Project’s supporting documents article.
Audit Records
The Audit Records tab within a project’s details displays a list of all recently executed audits and all upcoming audits for the selected project.
🔍 To learn more, read the How to view a Project’s Audit records article.
Comments
0 comments
Please sign in to leave a comment.