Each RAMs document will have a method statement in step 4 for "personnel involved". If the personnel involved are setup as contacts in the system, who have certifications assigned to their record, you can build out a custom training matrix for the RAMs you are creating.
To do this, you will need to be in step 4 of a RAMs document. If you have already created the document, you can go to the review page and select the "Edit" button by step 4.
Scroll down the page until you come to the "Personnel involved in this project" method statement.
NOTE: The company Admin can rename this Method Statement. If you cannot find the method statement, please check with the Admin what the name of the Method Statement is and whether or not it is visible
Just above the method statement on the right side, there is a button to "Assign Contact(s)". Select this. A pop-up window will then appear.
The pop-up window will display a list of all contacts. There is search function above the list to help find the exact contact. Contacts can be added one by one, by selecting the "+" icon on the right side. Alternatively, you can select the tick box on the left of multiple contacts and then use the assign button at the top right to add them all at once.
After adding the contact's who are involved in the work, they will be added to a "work team" at the bottom of the pop-up window. Contacts can be removed from the work team by selecting the "Unassign All" button or removed one by one using the "-" icon on the right of each contact.
A tick box will be present for each contact's email address and mobile number (if added). Selecting the tick box will then display the persons contact details alongside their name, within the method statement.
NOTE: Selecting the tick box above the list for "Email" or "Phone" will tick the boxes for all contacts on the work team.
Once the correct contacts have been added to the work team and the contact information has been set, to save this work team and link them to the RAMs document, select the "Save" button at the bottom right.
The assigned contact's will now display as a bullet point list. Each contacts name will be a hyperlink. When selected, this will load a training matrix for the individual contact. Below the list of contacts will be a website link. When selected, this will load a training matrix including all the listed contacts. The links will be available on the completed RAMs, so that anyone who has access to the RAMs document can also access the training matrices.
The work team is flexible. You can return to step 4 at any time and use the "Assign Contact(s)" button to get access to the work team. From the pop-up window you can then remove contacts or add more to the team.
