Works

This article goes over the functionality of Works.

Traffio avatar
Written by Traffio
Updated over a week ago

The Works section provides a streamlined experience for creating and maintaining Worksite Traffic Management Plans for bookings. Works consist of two main areas. First is Traffic Management Requests, this area allows you to input requests from clients with a scope of work. Then within Works, you're able to use this scope to set required plans and permits for the future Worksite Traffic Management Plan. Once Completed you're about to attach these Works to bookings and these will inherit all plans and permits attached to works.

Works

Within Works, organisations are able to build out a Worksite Traffic Management Plan before creating and assigning the plan to bookings. Works are able to be created without a Works Request. Each Works will be labeled according to your company or brand abbreviation, works abbreviation, year, plan number and version number. Bookings made from the works will inherit all the plans and permits attached to the works.

How to Create Works (WTMP)

  1. Navigate to Works on the side tab bar

  2. Select the Works on the top tab bar

  3. Click +New

  4. Select Client, Project and Requester from the dropdown menus

  5. Add any Works Tags and Discipline

  6. Add the Location. Draw in the map to outline the worksite.

  7. Select traffic management types. (Click + to add new types)

  8. Enter Works Scope and Works description

  9. Fill in the start and end date

  10. Choose Shift type from the drop-down

  11. Create

Attaching Plans to WTMP

  1. Navigate to Works on the side tab bar

  2. Select Works on the top tab bar

  3. Select the WTMP you want to add a plan to

  4. Click on the Active or revision you're working on

  5. Scroll down in the overview of the works to the Required Plans section

  6. Click +New

  7. Select Plan Type from the drop-down. (Select the + to create a new Plan type.)

  8. Select Create

  9. Choose a plan from Attach Plan drop-down or select the + button to create a new plan to attach.

  10. Save

Attaching Permits to Works

  1. Navigate to Works on the side tab bar

  2. Select Works on the top tab bar

  3. Select the WTMP you want to add a permit to

  4. Select the Active revision or revision you're working on.

  5. Scroll down in the overview of the WTMP revision to the Required Permits section

  6. +New

  7. Select Permit Issuer from the drop-down. (select the + to create a new permit issuer.)

  8. Click Create

  9. Choose a permit from Attach Permit drop-down. Alternatively, press the + button to create a new permit to attach.

  10. Check Permit details

  11. Save

Create a new revision of the Works

  1. Navigate to Works

  2. Select the Works tab from the top Tab bar

  3. Select the WTMP plan from the list

  4. Click on the Revision tab on the pop-out

  5. Click current revision

  6. Select New Revision

  7. Make any required changes to the revision

  8. Activate

  9. Save

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