Compliance Status Overview
Once a Compliance Policy has been put in place, Compliance Status is where you will update your assets and keep them in Compliance. The Compliance Status screen displays all assets by:
- Compliance type
- Serial number (this can be configured to either be the Asset Name or Asset ID from the Geoforce application.
- The current Compliance Status of each asset. These are color coded and will display how many days remain until the asset falls out of Compliance.
- If a vehicle is in a named location and has a Geoforce GPS unit installed, it will report the named location in the Compliance Application.
- The action section at the end allows you to view and edit an individual asset’s certifications.
All these views can be filtered as well to suit your needs.
The large sort box on the left hand side allows you to look at a given Compliance type, view all the assets that belong to that type, and every asset’s Compliance Status belonging to that Compliance Type.
For this example we are looking at the Compliance Type “Global Lift”. This Compliance Type has a 6 month visual inspection, a 12 month Non-Destructive test, and a 24 month Load Test according to our current active Compliance Policy.
The Overall category will show you the next due Certification that will cause it to fall out of Compliance. Asset KJ056 had its 24 Month Load Test due 68 days ago. Asset KJ059 has its 6 month visual inspection due in 2 days.
View and Edit Compliance Certifications
In order to view an asset’s certifications, select Certifications in the “Actions” column corresponding with asset you would like to work with.
The Asset Status view allows us to see:
- The list of certifications applied to this individual asset.
- The date the Certification work was done
- When the Certification will expire
- The Certification number (if applied)
- An attachment of the completed Certificate (if attached)
- When the Certification was last updated and by whom.
This Asset’s Load Test is expired so I’m going to attach the new one and bring this asset back into compliance. In order to attach a new Asset Certificaion, click the “Add Asset Certification” button.
The New Asset Certification window will appear. From this window you can select:
- The Certification you would like to add/update. A list of all Certifications you have currently active in your policy will appear in this window.
- A Certificate file (if applicable) you would like to attach.
- A Certificate number (if applicable)
- When the Certification became effective. You can select days in the past or future to keep your asset’s Compliance Status as up to date as possible.
- Once you are done updating the Asset Certification, click the “Save” button.
I have filled out our Asset’s Load Test Certification in order to bring this asset back into Compliance.
We see that asset KJ056 is now Compliant with the Load Test updated. We now have 162 days before this Asset will fall back out of Compliance due to the Visual Inspection. Since this asset is now Compliant, we can see that our overall Compliance Status has one from 15-16 Compliant Assets.
Under the”Actions” column you will see Edit and Remove. Edit can be used to go back in and add a Certificate attachment and a Certificate Number. Remove will allow you to remove that Certificate entirely. This can be used if a Certificate is accidentally uploaded to the wrong asset.
If an asset is unfit/unsafe for work, it can be marked with a “Black Flag” In order to do this, click the “Black Flag” button. A small window will drop down asking for a description/reason why the asset is being “Black Flagged”
Please note that marking an asset with a “Black Flag” does not stop it’s compliance certifications from expiring, it simply flags it as unsafe when looking at the Compliance Status screen.
In this example, asset KJ048 was black flagged by myself on 2/18/2014 for coming in for repairs. Once the asset has been repaired select the asset and click the “Remove Black Flag” button that is where the “Black Flag” button was originally. Again, a small window will appear asking for a description/reason why the asset is being removed from its “Black Flagged” status.
The History Tab allows you to see the Assets entire history of the asset’s Compliance Certifications. The slash across text means the Certification was removed from the asset using the “Remove” Action. No slash through text means a newer certification took its place. The History tab will also show you when/if an asset was placed into a “Black Flag” status and when it was removed.