Responsibilities
The surveyor's role within Flow360 includes these areas:
undertaking intial site surveys and entering resource information
setting up standard tasks for clients and sites
making decisions as to which maintenance tasks are required
setting priorities for maintenance tasks
setting up options for maintenance tasks
entering initial survey data about client's sites
scheduling maintenance tasks
inspecting works and agreeing sign-off
notifying service providers when works are not up to standard
Relationships
The surveyor has relationships within Flow360 to:
Clients
- when a client assigns a survyeor as a surveyor for their site/s
- the client relationship controls which site data the surveyor has access to. The surveyor can only access data relating to sites that are the responsibility of clients that the surveyor has an established relationship with.
Managers
- when a manager assigns sign-off responsibilities to a surveyor
- the manager relationship controls which works data the surveyor has access to. The surveyor can only access data relating to works where the surveyor is an assigned surveyor.
Service providers
- when service providers receive works enquiries or orders for works where the surveyor is an assigned surveyor.
Occupiers
- when the surveyor schedules work in an area that the occupier uses when the surveyor is an assigned surveyor for works that are scheduled in an area that the occupier uses