To create a new asbestos assessment type

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The categorisation of the many varied assessments conducted on a property is achieved through the creation of discrete entries within a custom parameter - Assessment Type - with the opportunity to assign unique code identifiers that can be used to streamline internal reporting and analysis processes.


The procedure to create a new asbestos assessment type is as follows:

  1. Navigate to Quick Menu > Asbestos > Configuration > Configure General. The Configure General window is displayed.
  2. Click on New Assessment Type. The Add Assessment Type window is displayed.
  3. Enter a Description for the new asbestos assessment type into the field provided e.g. Management Survey, Refurbishment Survey, Demolition Survey, etc. 1.
  4. Use the Code field to abbreviate the asbestos assessment type, as a prerequisite for customised reporting layouts.
  5. Using the Companies drop-down field, multi-select all companies relevant to the operating boundaries of this asbestos assessment type, or choose the All option, as required 1.
  6. Choose an Effective from date for this asbestos assessment type i.e. the date on which it came into effect 2.
  7. Choose an Effective to date if the parameter is to be time bound; a blank field means the asbestos assessment type will be continually valid.
  8. Click on Save. The new parameter entry appears in the Assessment Types grid 3.


Tip

1 Where only a small number of parameter values are not required, activate the All tick box first and then deselect individual items from the full list, as appropriate; the All tick box will be automatically removed once an item is deselected.

Note

1 System validation rules ensure that the description entered for each asbestos assessment type is unique for the selected company within the effective period.

2 The Effective from date defaults to the current system date and cannot be left blank.

3 The list position of the parameter is governed by the incrementally assigned Value.


See related topics...

Asbestos configuration management overview