Cbc Proc 219 – Nextra

`CBC-PROC-219` `Version 1` `last review date: Oct, 2018`

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When commencing work with CBC, there several steps involved to complete your setup within our CMMS Portal. Once these steps are complete, your users will be able to access the CBC CMMS Portal and the CBC CMMS Technician App.

CHECK	TASK
	1. Confirm your company is set up in CMMS Check your company is setup in CMMS by confirming with the CBC Inductions team (inductions@cbcgroup.com.au).
	2. Review Procedures Read through the CBC CMMS procedure documents provided by CBC.
	3. Wait for CBC to establish an account for your Account Manager CBC will create an account for your Provider Account Manager. This person will receive a Verification email. Reset the password (from the login screen), then login.
	4. Update or Create Users in CMMS Login in to CMMS and review the Users associated with your company (Nav Panel > Provider Name > Contact List). Update users where possible, then create User(s) for each Technician, Administration Officer, and Mailbox that will be working on CBC sites, that is not yet in CMMS. Note: To login to the Portal or App, a unique email address is required for each user. Note: Once created, the CBC Induction team will activate each user. See: CBC-PROC-211 Propose New User_(Provider)
	5. Upload Required Qualifications for the Company Ensure all company Required Qualifications are uploaded for CBC review. See: CBC-PROC-210 Submit a Qualification_(Provider)
	6. Update Required Qualifications for each User For each user, ensure all required Qualifications are uploaded for CBC review. See: CBC-PROC-210 Submit a Qualification_(Provider)
	7. Download the App Once the account and qualifications for a technician are submitted and approved, the technician can download the CBC CMMS Technician App to their Android or iOS device. See: CMMS-PROC-025 CMMS App - Technician Instructions
	8. Set up Workflow Panels Set up Workflow panels to begin monitoring Work Orders, outstanding paperwork, and required qualifications. See: CBC-PROC-209 Setting up Workflow Panels_(Provider)

Frequently Asked Questions

QUESTION	ANSWER
Why must each user have their own email address?	Individual users need their own credentials so: - Attendance times for Work Orders can be tracked for each person - Qualifications can be tracked against each user
Is my CMMS password the same as my email password?	No, CBC CMMS has its own authorisation service and will be different from logins for other systems. You could set up the same password as your work email password if desired.
I have received a Verification email. What is my password?	When your account is first created, the password needs to be reset before you can login. From the login screen, use the “Don’t remember your password” link to begin the password reset process. Note: CBC will not manually change or provide your password.
How can I setup the CMMS App on my device?	CBC CMMS App can be downloaded to your mobile device from the Google play store (for Android users) App store (for Apple iPhone users). Search for ‘CBC CMMS Technician App’
Why can’t I use a shared email address to log into CMMS?	Shared email addresses do not refer to a single user, therefore it is not possible to track qualifications for each user who might use the account. Shared email addresses can be used as a mailbox to receive communication but cannot be used for login purposes.
How can I reset my password securely?	When on the login screen (on the App or the Portal) use the ‘Don't remember your password?’ link. A password reset email will be sent to your registered email address.
How should a user send their Work Order paperwork to CBC via CMMS?	All Work Order paperwork should be uploaded via either the App or the CBC CMMS Portal. See: CBC-PROC-207 Attach Paperwork to a Work Order_(Provider) See: CMMS-PROC-025 CMMS App - Technician Instructions
Why must each user log on to Work Orders?	It is necessary to Log On and Off all jobs so: - We can alert you if there is an incident on site - We can verify your times on site for invoicing purposes - Job statuses can be updated automatically, which can then be viewed by CBC and our Clients in real time.

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