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 - adds 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 Survey workspace screen is displayed.

Use the Survey 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 record, components and assets of the selected location using the Current information section