ZetaSafe
Guides to using the latest version of the ZetaSafe website.
By Khizer1 author140 articles
- ZetaSafe's API Management system is changing
- Set Your Own Default Search Areas
- How do I create a MicadFM job hyperlink?
- Edit Single/Multiple Assets (All users except: Basic, Read/Email/Handheld only)
- Google Maps: Locations now shown on asset details screen where coordinates exist
- Change Asset Type
- Add asset now has a compliance scheme pre-filter to help you find the right asset first time
- View Handheld Licences (All users except: Email/Read/Handheld only)
- Request more licences (All Channel users, Client Admin, Mgr, Super)
- Additional Handheld Licences (All Channel users, Client Admins & Managers)
- Aggregated Licencing (Channel Admins - ask your Acc Mgr for details)
- Act on Selected Notes (ALL users except: Read/Email/Handheld only)
- Asset Notes - Add/Edit/Review (All user types except: Email/Read/Handheld only)
- Location Notes - Add/Edit/View (CLIENT scope only, all users except Email/Read/Handheld only)
- Improved tolerance feedback when entering results on the web
- Creating an AutoReport
- General Report: Number of assets per location (grouped by asset type)
- The Escalation Report (With added CNC's)
- Cascading report filters - simple feedback
- Add a 'friendly' role name to help clarify roles
- Edit My Personal Details and/or Password
- Current Logged-In Role & Changing your Role (Multi Role Users Only) (Z3)
- Reactivate/Deactivate Users (CH ADMIN; CL ADMIN/MGR)
- Edit User Account (All OPS, All Channel; Cl Admin/Mgr)
- Reset User Password
- Add a Client Dataset to an Aggregated Channel/Sub Channel (Channel Admin)
- Change a Clients (Parent) Channel (All OPS, Ch Admin)
- Location Explorer Screen (All user types except: Email/Handheld only)
- Channel Menu (All Channel Type Users)
- Maintenance Menu (All Users when in CLIENT scope)
- Consecutive Schedule Failures (Missed and Unable to Complete) Widgets
- The Dashboard Controls
- Add a New Location (All user types except: Basic/Email/Read/Handheld users)
- Widget 'extras', colour branding, graph/chart types
- ZetaSurvey - Submitted Documents Chart
- Move Location - Individually or in Bulk (All user types except: Basic/Email/Read/Handheld only)
- Edit Multiple Documents (All users except: Email/Read/Handheld only)
- Manage Location Attributes (All user types except: Basic/Email/Read/Handheld only)
- Copy widget to another tab on your dashboard
- Sharing Channel Documents (All Channel Users)
- Ordering Locations and Sublocations Order Locations (All Users except Basic, Read/Email/Handheld only)
- Widget Menus - how to access them
- Replace an Existing Document (All users except: Email/Read/Handheld only)
- Edit a Location (All user types except: Basic/Read/Email/Handheld only)
- Contract Work Status Widget
- Viewing Documents and Edit Document Details (All users except: Email/Handheld only)
- The 'Add Widget' modal
- Uploading Documents (All users except: Email/Read/Handheld only)
- Log out of ZetaSafe (All users)
- Result Compliance filter on Assets with Open Notes widget
- Rescheduling from Compliance Scheme Task Types (All user types except Location/Email/Read/Handheld only)
- Channel Filter added to Widgets
- Aging Result Notes (Client scope required)
- Open vs Closed Result Notes
NEW STUFF!!!
Refreshed every two weeks, the latest features will be described here before moving to their 'proper' section
Getting Started
In this section you will find the fundamental guides to getting started on ZetaSafe.
- Logging into ZetaSafe (All users)
- The Dashboard Controls
- System Status Alerts
- Forgotten your password? (All users)
- View Schedules (All user types except: Email/Handheld Only)
- Adding/Editing/Removing additional roles for users (Channel & Client Admins)
- Change Active View (All users except Email/Handheld only)
- Log out of ZetaSafe (All users)
- Task Logic - How to setup/use task logic
- Compliance Scheme Management Screen (All user types except: Location/Email/Handheld only)
- Add a New Compliance Scheme (All user types except: Basic/Email/Read/Handheld only)
- Asset Types - What are they, what can I do with them? (All user types except: Basic/Email/Read/Handheld only)
- Add an Asset Type to a Compliance Scheme or Template (All user types except: Basic/Email/Read/Handheld only))
- Task Types - What are they, what can I do with them? (All user types except: Basic/Email/Read/Handheld only)
- Add a New Number Task to an Asset Type (All user types except: Basic/Email/Read/Handheld only)
- Add New Option Group Task to an Asset Type (All user types except: Basic/Email/Read/Handheld only)
- Add New Automatic Computation Task to Asset Type
- Add a New Text Task to an Asset Type (All user types except: Basic/Email/Read/Handheld only)
- Add a New Date Task to an Asset Type (All user types except: Basic/Email/Read/Handheld only)
- Edit or Delete Compliance Schemes and Templates (All user types except Basic/Email/Read/Handheld only)
- Copy a Compliance Scheme Template (Channel Users Only) (Channel Admin only)
- Sign Off Existing Schedules (Ch Admin, Cl Admin)
- Top Up Task Schedules (will top up entire client schedule - Zeta Ops Only)
- Master-Worker schemes - Control elements of client compliance schemes from the channel view.
- Rolling Schedules - plots individual schedule events, as you complete the tasks
- Schedules and Tolerances - what are they and how do they work? (All user types except: Location/Basic/Email/Read/Handheld only)
- Starting Schedules - how do I do this, what are the differences? (All user types except: Email/Read only)
- Retests - OOS or Unable to Complete (All user types except: Location/Email/Read/Handheld only)
- Rescheduling from Compliance Scheme Task Types (All user types except Location/Email/Read/Handheld only)
All About Widgets!
This section aims to answer questions about widgets and explain a bit more about how to use them and what they can tell you about your compliance areas.
- Consecutive Schedule Failures (Missed and Unable to Complete) Widgets
- Widget 'extras', colour branding, graph/chart types
- ZetaSurvey - Submitted Documents Chart
- Copy widget to another tab on your dashboard
- Widget Menus - how to access them
- Contract Work Status Widget
- The 'Add Widget' modal
- Result Compliance filter on Assets with Open Notes widget
- Channel Filter added to Widgets
- Aging Result Notes (Client scope required)
- Open vs Closed Result Notes
- Location Explorer Screen (All user types except: Email/Handheld only)
- Add a New Location (All user types except: Basic/Email/Read/Handheld users)
- Move Location - Individually or in Bulk (All user types except: Basic/Email/Read/Handheld only)
- Manage Location Attributes (All user types except: Basic/Email/Read/Handheld only)
- Ordering Locations and Sublocations Order Locations (All Users except Basic, Read/Email/Handheld only)
- Edit a Location (All user types except: Basic/Read/Email/Handheld only)
- Emailing Document(s) to ZetaSafe
- Emailing Document(s) to ZetaSafe - Agent Version
- Email to Document Service – Internal Support Document
- Edit Multiple Documents (All users except: Email/Read/Handheld only)
- Sharing Channel Documents (All Channel Users)
- Replace an Existing Document (All users except: Email/Read/Handheld only)
- Viewing Documents and Edit Document Details (All users except: Email/Handheld only)
- Uploading Documents (All users except: Email/Read/Handheld only)