The project administration can be accessed from the left side navigation Admin icon & provides the ability to activate a project in the system & assign customer users allowing them to begin reporting defects on their projects.
Projects are listed down the left side of the page & show based upon your user account LCO associations.
Project awaiting set up are presented at the top of the list with those that have been previously activated at the bottom.
In order for a project to show in the list they must have a "Forecast Completion" date populated within the Mi Performance KPI reporting application that is within 12 weeks of the current date - If you are unable to find a project it is likely that this is the cause.
Project Activation
In order to activate a project you must provide the following details.
Project Details
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Project Type
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Construction
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Interiors
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Housing
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If you are working on a multipurpose development you can select more than one project type & this is then considered a "Joint Venture"
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Sectionally Completed
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Single phased development or multiple?
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Practical Completion Date
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Defects Liability Period
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Retention Values - if applicable
Aftercare Configuration
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Customer Service Team Member
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This will be the aftercare manager for the given project, can be CS team or a senior build manger as applicable
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SLA Periods
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By default the SLA periods match the standard Willmott Dixon contract duration & terminology, but can be updated on a per project basis to meet customer requirements
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Site Access Times
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By default these are populated 9 - 5 Monday - Friday but can be amended on a per project basis
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These times are presented to SCP as attendance date options but can be amended by the customer on a per defect basis
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Access Restrictions/Global Project Information
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Information can be added her that will be surfaced for review by SCP on each defect logged.
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Customer Information
This section of the project set up is where you can control who has access to the Mi Aftercare system & can log defects on the given project.
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Customer Organisation
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This list is the Customer list from the Willmott Dixon CRM system, if you are unable to find the required customer this needs to be raised with your LCO CRM admin
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Customer Name
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Clicking into the Customer Name filed will present you a list of all existing customer user account associated with that customer
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If you cannot see the user listed you can create a new user account by providing the require details & clicking "Add this customer" this will prompt a system generated Welcome to Mi Aftercare email where they will receive instructions on how to use the system & confirm their own password etc.
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Customer Approval Policy
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You can specify if defects will auto close after an agreed number of days since being marked as resolved or if they will need to be closed out individually for each by the customer
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Updates to Project Configuration
Once a project has been set up within the Mi Aftercare system it is possible to return to the project set up screen & amend some data points as new customers may need to be added or access times change for example.
It is worthy of note however that the following fields cannot be changed post initial set up:
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Project type
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Sectionally completed
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Plots
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PC date
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DLP period
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SLA periods