GHS Web Portal - New Activity

Activities can be created from the web portal via the ‘New Activity’ page. The fields and features available depend on activity type settings and organisational features.

Creating an Activity

Section 1: User & Timer

• User: Search for the user who the activity is being created for.
  • Regular users can create activities for themselves.
  • Team leaders can create activities for themselves and their team members.
  • Admins can create activities for anyone in the organisation.
• Activity Type: Choose an activity type.
• Timer: Set the duration and timer type for the activity.
  • Countdown: Timer can be extended, not reset.
  • Recurring: Timer resets on manual check-in, cannot be extended.
  • Time of Day: Countdown timer generated from the activity start to the specified time of day.
• Reminder: Set the reminder time.
• Sites: If Sites is enabled, a Sites section becomes available. This allows users to add a Site they intend to visit during the activity. Users must search for and add the site manually.

Section 2: Journey Details: Set the journey the user will be taking. This is for information purposes only. Only a starting location is mandatory. Locations can also be set by right clicking on the map.

• • Starting Locations: Starting locations set the starting point for the activity. A starting location is needed to start an activity
  • Waypoints: Waypoints indicate locations the user will be travelling to during their journey. Optional information including their mode of transport, time spent at the waypoint, and notes can be added.
  • Destination: Final destination.

 

 

 

Section 3: Additional Information:

• • Note: Write an optional note.
  • Reference: Enter an optional reference.
  • Supporting Document: Upload files to the activity. These can be accessed when viewing the activity from the web portal.

Section 4: Start Now or Plan for Later

Once selected various fields will need to completed. This depends on your organisations settings and integrations:

• External GPS & Vehicle: Assign GPS devices and/or vehicles to the activity.

• Risk Assessment - Pre-planning or Pre-start: If a Risk Assessment is assigned to the activity type chosen, a Risk Assessment section becomes available. Users must answer all questions before the activity can be started. If a users risk score is too high, they may be required to request approval from a supervisor or restricted from starting the activity. For more information check out the following article: Risk Assessments

Once required fields have been completed save your changes by selecting:

• • Start Now: Start the activity.
  • Request Approval: Sends a approval request.
  • Plan For Later: Creates a Planned activity.