3.6 Site Management
3.6.5 – Reviewing (or completing) & Finalising a Visit (Desktop)
We expect that most users will enter most of their visit inspection details whilst at site using the PM Toolkit as above. We also anticipate that the limitations of a mobile device will mean most property managers will want to return to the office ...
3.6.4 Completing a visit (PM Toolkit)
To complete a visit using the PM Toolkit you will need to have installed the PM Toolkit from Google Play store or Apple app store. Once installed, you can log onto the PM Toolkit app using your normal Blocks Online user id and password. If you have ...
3.6.3 Visits – Desktop
The Visits screen is where the overview of all visit and inspection information can be found and from where you can manage visit scheduling and completion. It is also the screen by which you can monitor the progress of visits, or the performance ...
3.6.2 Checklist Details
The Checklist Details screen is where the bulk of work is completed when creating or changing a Checklist. Access is via the Workbench Menu -> Site Management -> Checklists -> ‘View’ for a checklist The screen has two main sections. The upper section ...
3.6.1 Checklist Management
The Checklists screen is where you can see a list of your Checklists, manage them and add more if you need. Access via the Workbench Menu -> Site Management -> Checklists You can only access this screen if you have been assigned the Checklist Manager ...
3.6.0 Site Inspection
The Site Inspection Tool is available to all agents and access can be turned on and off from the agent settings screen under the Site Management tab. More info on this KB article: 3.5.13 Site Management Please also ensure you have the relevant user ...