Setting up Managers and Surveyors
How to set up and manage managers and surveyors on sites
Introduction
Managers are key personnel in Flow360 and are the only user types that can action new works enquiries and orders. Therefore every site requires at least one Manager assigned to it for full functionality. Managers are assigned to sites by the Client admin users of those sites.
Surveyors can do many of things that Managers can, with the exception of actioning new enquiries and orders. In additon, Surveyors have special responsibilities for inspection and sign-off of works and the specification of new standard tasks.
Adding a manager to a site
To assign a Manager to a site you must be logged in as a Client admin user. Start by navigating to the main site record.
To allocate a new manager, first click the details tab (1), then the managers tab (2). Click the New manager button at the top of the Managers list (3).
Confirm action
Select Contact as new Manager
You will see the full list of contacts. Select the person that you are assigning as a new Manager by clicking the appropriate target button next to their name. The selected person will be listed in the Current selection list at the bottomof the screen.
Confirm choice of Manager
Click the Confirm button, top right, to add the selected person as a new Manager.
New manager added to managers list...
Confirm action
Confirm action, then select the relevant person as above and click Confirm to assign.
Add a surveyor to a site
To assign a Surveyor to a site you must be logged in as a Manager. Start by navigating to the main site record.
To allocate a new manager, first click the details tab (1), then the surveyors tab (2). Click the New surveyor button at the top of the surveyors list (3).
Removing a Manager or Surveyor, setting the Principal Manager and Surveyor
To remove a Manager or Surveyor form a site, click the remove button (1) next to their name. This simply removes their privileges in relation to this site and does not affect any other data relating to them in any other way. Full capability is restored to them simply be re-assigning them to the site by following the steps above.
There can be a single Principal Manager and Principal Surveyor assigned to each site. To set a Manager or Surveyor as the Principal on that site, simply click the target button (2) on the appropriate line. The tick (3) confirms which is the current Principal Manager and Surveyor.