Legionella Surveyor Workspace

The Surveyor Workspace is common to several modules in K2 and allows data to be entered in a structured and logical way.

It can be accessed by navigating to Health and Safety > Legionella > Surveyor Workspace.

Select from the following to view information on using the surveyor workspace:

Using the Survey Home

The Survey Home is displayed on opening the surveyor workspace and allows you to do the following:

Carry out the following survey tasks:
- Edit current Legionella Survey - opens the currently selected survey tab
- Create a new Legionella Survey - add a Legionella survey record
- Select an existing Legionella Survey - displays the Select window, where you can select from a list of existing surveys to open.
- Close the currently opened Legionella Survey - closes the currently open survey tab
Create a specified type of survey from the Types of Survey section. These are defined in the Survey Types Reference Data (accessed by navigating to Maintenance > Condition > Condition).

Using the Surveyor Workspace

If you selected an existing condition survey from the Survey Home, the Surveyor workspace screen is displayed.

Use the Surveyor Workspace to do the following:

Select from the Set location drop-downs to display the items linked to that location
Edit the survey status of the location (that is: Surveyed, Unable to survey, Not Yet Surveyed) by clicking the link in the top right-hand corner of the Set location section
Add a Legionella record, component, or asset to the selected location using the Tasks section
View linked Legionella records, components, and assets of the selected location using the Current Information section.