Why don't you check out our Projects Module tutorial video.
isCompliant Tutorials: Projects from isCompliant on Vimeo.
Our cloud-based management software enables you to easily manage all aspects of your business and helps you meet the requirements of ISO 9001, ISO 14001 and ISO 45001.
This video shows you how to use the Projects Module within isCompliant.
For more information visit www.iscompliant.com
The projects module allows you to keep track of all your internal and external projects, linking them to customers, project managers and staff and allocated to RACI Roles.
3.14.1 Creating a Project
- Open the Projects module.
- Click the New button in the bottom right hand corner.
- If you have chosen to manually insert codes to this module, you will need to insert a unique Code for the record. See Section 2.3.4 on Coding Rules for more information.
- Enter the project Name.
- You can change the Status of the project to either New, Planning, In Progress, Completed or Cancelled by selecting from the drop down box.
- Note: If you set a project to Completed or Cancelled, it will become inactive.
- You can assign a Manager and Customer to the project using the drop down boxes. Once you have selected a Customer, you can click on the green Customer link to show their details.
- Where necessary, you can add any project Notes or History into the grey boxes.
- Click Save.
3.14.2 Adding detail to a Project
Once you have created the project, you can work through the following tabs to add further details.
Project Details: As explained in Section 3.14.1, you can add the key details of the project here. You can also change the Status of the project.
RACI Assignments: RACI stands for Responsible Accountable Consult Inform. If you assign these responsibilities to staff on a project, they will be notified if an Incident occurs. To assign a RACI role, select the staff member and their assignment from the drop down boxes. When you click Save, the employee’s email address will appear next to their assignment and a new green row will appear underneath for you to add another RACI role.
Note: RACI roles can be predetermined in the Tables.
Actions: You can create an Action relating to the Supplier by following the steps set out in Section 3.6.2.
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3.14.3 Editing or Deleting a Project
You can edit a project record by opening the Projects module and clicking the corresponding Edit button. If you have permission to edit within this module, you will be able to navigate the tabs as above and make any necessary changes.
To delete a project, open the record and click the orange Delete button at the bottom right of the screen. The index in the Projects module shows projects that are currently in progress as standard, but if you check the Show Inactive button on the toolbar, it will also show those that have been completed and cancelled highlighted in grey.
3.14.4 The Projects Index
The Issues Button shows any reported incidents and non-conformities that occurred on a project. See Section 3.15 on Incident Reporting for further details.
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