Project Management, Checklists – Nov 2016

Key Features

  1. Project Management
    • A significant addition to PeopleTray’s flexible workflow options
  2. Checklists – configurable, online and mobile
    • Use for equipment Pre-Starts, Take 5’s, site safety inspections, travel approvals. Enhance your existing workflows with purpose designed checklists.
  3. Equipment register
    • Organise your equipment into a register. Associate checklists with equipment types and capture Kilometres/Hours from equipment Pre-Starts. Track service, calibration and registration.

1. Project management

The November release adds project management into PeopleTray’s flexible workflow options.

Capture project details, link to customers and add project documents. Configure a project checklist to keep track of the project tasks and milestones and assign and manage actions that are essential to the success of the project. Advance the project through milestones and focus on projects that are at risk or are stalled.

PeopleTray’s project management tools can be used by businesses of any size. Managers can coordinate resources and make important, timely decisions that optimise project outcomes.


2. Checklists – configurable, online and mobile

Imagine being able to configure checklists to help your team work safely and follow consistent processes. Collect the information needed to provide visibility of performance and support effective management. PeopleTray’s checklist tools provide visibility of activities and people working in different locations. They can also be used to drill deeper into business opportunities and risks and share real information that helps a business perform.

PeopleTray’s checklists are online and used via a web browser on any device. Submitted checklists are instantly available for supervisors to view and manage. Actions can be assigned to help manage the safety of people and equipment in different locations.

It is easy to create new and update existing checklists in PeopleTray.

Ideas for using checklists

1. Project Management

Add a checklist tab to projects to track tasks and milestones. Checklists can easily be updated or new checklists added as your requirements change.

2. Project scrum and safety meetings

Record outcomes of project scrum and safety meetings . Review submitted reports and assign actions to correct issues.

3. Site Safety Inspections

Capture site safety inspections direct and live into your project information. Review and assign actions to keep the site safe.

4. Equipment Pre-Starts

Checklists are associated with Equipment Types in the risk register. The operator selects the equipment items and the correct checklist is automatically displayed.

5. Take 5’s

Take 5’s are easy for workers to access and use. Workers do not need to install and manage mobile apps and the always have the latest checklist.

6. Incident Reporting

Use checklists to ensure the requirements of incident reports and investigations are met.

7. Approve Travel Expenditure

Set up checklists as part of the approval process for travel and expenditure.

8. Activity Reporting

Add a checklist to activity reports to capture information specific to your team and their roles.

9. Ideas and Suggestions

Use checklists to enhance the suggestions and ideas process. Manage the actions required to investigate and implement great ideas.

Example of an Equipment Pre-Start checklist


Example of a Travel Approval Checklist


3. Equipment Register

Organise your equipment into a register with Categories and Types.

Associate Equipment Types with the appropriate checklist for Pre-Starts and inspections. Capture Equipment usage such as kilometres, engine hours or other usage metric and manage the Equipment maintenance and calibration plan.