Industry Packs - Water Hygiene

Introduction

The Water Hygiene Industry Pack is a comprehensive solution tailored to meet the needs of businesses in the water hygiene sector. Equipped with advanced dashboards, essential forms, and key reports, this pack is designed to ensure compliance with regulatory standards, streamline your operations, and maximise business performance.

This industry pack provides:

• Four Dashboards: Access real-time insights into financial performance, customer relationship management, preventive maintenance, and engineer productivity to enhance decision-making and operational efficiency.
• Five Crucial Forms: Ensure compliance with key standards such as BS 8558 and HSG274 Part 1. Forms like the Clean & Disinfection Report Sheet (CLDIS) and Tank Inspection Survey (PWTIS) integrate with a real-time compliance dashboard to monitor water quality and safeguard public health effectively.
• Two Risk Assessment Forms: The Dynamic Risk Assessment (TDRA) and Short Duration Work On-Site Risk Assessment enable proactive hazard identification and mitigation to maintain safety across operations.
• Ten Essential Reports: From job tracking to customer receivables and stock inventory, these reports provide valuable insights to optimise workflows and drive profitability in the water hygiene sector.

Whether your focus is on regulatory compliance, maintaining water quality, or improving operational efficiency, the Water Hygiene Industry Pack provides the tools and insights needed to excel in this critical and regulated industry.

This user guide provides an overview of the reports, forms, and dashboards available to you, along with instructions on where to access them.

Subscribing to the Industry Pack app

You'll firstly need to subscribe to the app. If you need help subscribing to your chosen Industry Pack app, please click here.

Once this has been set up, you'll have access to your industry specific Reports, Forms and Dashboards. Read on below to find out more.

Reports

Your reports can be found via Reports > Dynamic Dashboards

Use the filters to search for a specific report, if required

You’ll have access to the following reports:

• Job Tracker
• Invoice Log
• Job & Visit Details
• Monthly Timesheet Report
• Quote Tracking & Analysis
• Purchase Invoice Analysis
• Vehicle Safety Inspection
• Customer Profile & Receivables
• Site Insights & Receivables
• Stock Inventory Details

Want to learn more about Dynamic Reports? Click here to find out how to export and schedule them effortlessly!

Forms

To access your forms, navigate to Settings > Electronic Forms

The following forms will be visible:

• Clean & Disinfection Report Sheet (CLDIS)
• Cooling Tower Disinfection Report Sheet (CTDIS)
• Tank Chlorination Form (PWTC)
• Tank Inspection Survey (PWTIS)
• Water Hygiene Report (WHRS)
• Dynamic Risk Assessment (TDRA)
• Short Duration Work On-Site Risk Assessment and Risk Assessment

Click here to read more about your Electronic Forms and how to deploy them to your engineer's mobile apps, or click here to to find out how to complete mobile forms within the app.

Dashboards

Your Dashboards can be found under the Dashboard menu item

You’ll be able to utilise the following Dashboards:

• Finance Dashboard
• CRM Dashboard
• PPM Dashboard
• Engineer Performance Dashboard

The primary user must publish the dashboards to make them available to others.

Navigate to Reports > Dynamic Reports and click on the Dynamic Dashboards tab.

Toggle the Publish icon to activate the dashboards as needed.

Further Support

For further information or assistance with the above, contact our Support Team on 0800 326 5561 or email support@joblogic.com. Alternatively, our Customer Success Management team can be reached by emailing customersuccess@joblogic.com

Publishing Details

This document was written and produced by Joblogic’s Technical Writing team and was last updated on the date specified above. Be aware that the information provided may be subject to change following further updates on the matter becoming available. Additionally, details within the guide may vary depending on your Joblogic account’s user permissions.