Legionella Surveyor Workspace

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).

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.