Organising Work Packages
Overview
A Work Package can represent many different ways of working. It could be a Site, a Job, a Building or a bucket of business-as-usual ongoing inspections.
Your organisation may also have multiple offices, each serving a set of clients.
Clarinspect can support a view of work that allows the users to navigate by Office / Site and then Client to find the Work Packages, rather than try and filter and search for the ones they want.
Note that the hierarchy of Office / Site → Client → Work Package is purely for filing and finding Work Packages. They can be changed, edited, deleted at any point and it will not affect the actual work of inspections.
Though Office / Site is intended to represent your own offices, and the Client level is for the clients that each office serves, you can use them to represent a building site, and then use 'Client' to represent the Trade type working on that site, each with Work Packages under them.
How to use the feature
Click on the green New Office / Site button.
Enter a name, and an optional description, then click on Create New Office / Site
Once an Office / Site is added you can add clients under it.
Adding a new Client
Click on the name of the Office / Site that you want to add the client under.
Under the Office / Site you can click the green New Client button to add new clients. Or you can click the blue button to edit an existing one. The delete option does not delete any Work Packages under the Client.
Enter a name, and an optional description, then click on Create New Client
Once a Client is added you can add Work Packages under it.
Adding Work Packages to a Client
Click on the Client Name. You will get a similar view to the Work Packages list.
If you click on New Work Package you will see the usual 'New Work Package' screen, however a new field is available and prefilled with the Office / Site and Client.
If you edit an existing Work Package you can set the Office / Site + Client field. It will then appear under that Client.
You can click anywhere in the list of options to get a view of resources at that level (e.g. if you click on Clients you get a list of clients).
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