Thursday, 20 June 2013

Another Tracker asbestos admin training session complete

I'm writing this on the train on the way back from one of my favourite cities, Glasgow. I have been up visiting an old client, a multi-national asbestos and environmental consultancy, to do some Tracker refresher training and system updates.

Preparing for the Tracker asbestos admin training
Glasgow always strikes me as a city which has everything (architecture, night-life, culture, river) but doesn't realise how good it is!

Our client's staff are always really friendly and it was a pleasure to run through the administration side of Tracker with them today.  The surveyors are busy using Tracker Mobile to capture the asbestos survey data on their iPad Mini tablets but with new admin staff in place they needed to run through the Tracker processes for checking and producing the asbestos reports.

In a couple of hours this morning we were able to cover the basics in Project Tracker and Tracker 264.

  • maintaining the client database
  • booking in new projects and asbestos surveys
  • checking asbestos records sent in by surveyors
  • reviewing photos taken of asbestos locations
  • entering the asbestos lab results, and
  • automatically producing the asbestos reports.
We also covered invoicing from Tracker using Invoice Tracker and created a brand new link to the Microsoft Navision invoicing system.

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