Plant Assessor Homescreen (all users)

Home Screen Functions

• How to use the Home Screen

How to add a machine

• Adding a New Machine

How to create an assessment

• How to Create an Assessment

FAQs

• Resetting your password
• How to manage pop-up blockers

How to complete a Risk Assessment

How to complete a risk assessment

• How to Complete a Risk Assessment

How to print reports

• How to print a current & previous report

How to update & manage outstanding actions

• How to update & manage outstanding actions

Answering Plant Assessor Questions

Guidance on how to answer the questions

• Guidelines to follow when completing risk assessments

Plant Assessor Homescreen (advanced functions)

How to review export fleet/stock list

• How to review & export fleet/stock list

How to remove a machine

• How to Remove a Machine

Remove machine: sale assessment available

• Remove Machine: Sale Assessment Available

Remove machine: no sale assessment

• Remove Machine: no sale assessment

How to schedule a future assessment

• How to schedule a future assessment

How to bulk schedule a future assessment

• How to bulk schedule assessments

Plant Assessor Outstanding Actions Screen

How to use the action section

• The actions screen overview

Plant Assessor Administration Screens

Admin functions

• How to use the Admin Screens

How to setup users and permission management

• Admin & Assessment Permissions
• Add/Edit People

How to set owners and management

• Manage Owners

How to manage buyers (machinery dealers)

• Manage Buyers

How to use the assessment dashboard

• Assessments Dashboard

How to use scheduling dashboard

• Scheduling Dashboard

How to use actions dashboard

• Outstanding Actions Dashboard functions

Plant Assessor Pre-Start Checks

Creating & Completing Daily Pre-Start Checks

• Pre Start Reporting
• Adding New People (users)
• Setting up Favourites
• Creating/Completing Pre-Start Checks
• Sharing Pre-Start Checks
• Reviewing Past Pre-Start History

Service Intervals

Overview

• Service Intervals

Sharing & Sites

Getting started...

• Sites are..
• Adding a New Site

Assigning Sites

• Machine Edit Screen
• Pre-Start Sharing Screen

Filtering using Sites

• Home Screen

Site History

• Edit Machine Screen
• Sites Admin Screen
• NEW - Site Snapshot Dashboard

Sharing

• How to Share your Machine Profile
• How to share a machine

Default Site Requirements

• Set default site requirements

Plant Assessor Library

Library Overview

• Library Entities
• Library Overview

Adding a Document

• Adding a Machine Specific Document
• Adding a document via the Library Homepage
• Employee Document Library

Locations - Library features

• Selecting the documents required for a site

Machine Homepage - Library features

• Library Icons

Machine Edit Screen - Library features

• Machine Details tab/Library tab

Updating an Expired Document

• Via the Machine Edit Screen
• Via the Library Homepage

Contractor Management

Sites

• Creating a New Site

Connections

• How to add & manage a Connection

Invite a contact to a pre-qual site process

• How to invite a contact to a pre-qual site process

Add machine(s) to pre-qual process

• How to add machines to a pre-qual site process

Approve Documents & Machines

• How to approve a document
• How to approve a pre-qual machine

Site Acceptance & Review Assessments

• How to complete a Site Acceptance Checklist/Assessment
• How to review an Assessment

Sponsoring Machines

• How to sponsor a machine

Plant Assessor Pay As You Go / Plant Assessor Free

Plant Assessor Free

• Plant Assessor Free Overview

Plant Assessor PAYG

• PAYG Pricing & Billing
• Upgrading a Plant Assessor trial account
• Sale Assessments/Transferring Machines
• Downgrading Machines

Change Log

Plant Assessor Updates & Development

• We've made some changes
• Share your Machine Profile
• NEW - Pre Start Reporting
• NEW - Set Default Site Requirements
• Plant Assessor Tutorial Videos

Getting Started

Quick Guides

• Welcome
• Add a Machine
• Pre-ops
• Create/Complete Risk Assessments
• Assign a Site
• Add Library Documents

See all 8 articles

Getting Started - Plant Assessor Free

Quick Guides

• Welcome
• Add Machine
• Add People
• Add Favourites
• Complete Pre-ops

Premium Features

$ Feature Overviews

• Risk Assessments
• Machine & Company Documents
• Sites
• SOPs
• Dashboards