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)
Navigate to Works on the side tab bar
Select the Works on the top tab bar
Click +New
Select Client, Project and Requester from the dropdown menus
Add any Works Tags and Discipline
Add the Location. Draw in the map to outline the worksite.
Select traffic management types. (Click + to add new types)
Enter Works Scope and Works description
Fill in the start and end date
Choose Shift type from the drop-down
Create
Attaching Plans to WTMP
Navigate to Works on the side tab bar
Select Works on the top tab bar
Select the WTMP you want to add a plan to
Click on the Active or revision you're working on
Scroll down in the overview of the works to the Required Plans section
Click +New
Select Plan Type from the drop-down. (Select the + to create a new Plan type.)
Select Create
Choose a plan from Attach Plan drop-down or select the + button to create a new plan to attach.
Save
Attaching Permits to Works
Navigate to Works on the side tab bar
Select Works on the top tab bar
Select the WTMP you want to add a permit to
Select the Active revision or revision you're working on.
Scroll down in the overview of the WTMP revision to the Required Permits section
+New
Select Permit Issuer from the drop-down. (select the + to create a new permit issuer.)
Click Create
Choose a permit from Attach Permit drop-down. Alternatively, press the + button to create a new permit to attach.
Check Permit details
Save
Create a new revision of the Works
Navigate to Works
Select the Works tab from the top Tab bar
Select the WTMP plan from the list
Click on the Revision tab on the pop-out
Click current revision
Select New Revision
Make any required changes to the revision
Activate
Save
