Works Coordination

Planned Works &
Project Management

Coordinate supplier works across your estate. Manage projects, track milestones, and control site access with integrated permit-to-work workflows.

Full
Project Lifecycle
0
PTW Types
Multi
Site Support
H&S
Compliance
Project Management

Project & Works Tracking

Create and track supplier projects from initiation to completion. Define milestones, assign suppliers, and monitor progress in real-time.

Project Structure

Project Details
Name, description, dates, budget, location, and project manager
Supplier Assignment
Link multiple suppliers with defined roles and responsibilities
Milestone Tracking
Define key deliverables with dates and completion tracking
Status Updates
Progress logs with timestamps and activity history

Active Projects

3 projects
HQ Office Refurbishment
3 suppliers assigned
In Progress
65% complete Due: 15 Jan 2025
HVAC System Upgrade
1 supplier assigned
Planning
20% complete Due: 28 Feb 2025
Security System Install
2 suppliers assigned
Complete
100% complete Completed: 10 Nov 2024
Health & Safety

Permit-to-Work (PTW) System

Control high-risk activities with a formal permit-to-work process. Ensure suppliers meet all safety requirements before starting hazardous work.

Hot Works

Welding, cutting, brazing - fire prevention controls, extinguisher checks, fire watch requirements.

High Risk

Electrical Work

Isolation procedures, lock-out/tag-out, live working authorisation, competency verification.

High Risk

Working at Height

Scaffold inspection, harness certification, rescue plan, weather conditions check.

Medium Risk

Confined Space

Atmosphere testing, rescue equipment, trained personnel, emergency procedures.

High Risk

Ground Works

Utility surveys, excavation depth limits, shoring requirements, service strike prevention.

Medium Risk

General Permit

Standard works requiring site induction, PPE verification, and general safety compliance.

Standard
Access Control

Site Access Management

Control who accesses your sites and when. Pre-approve supplier personnel, track site inductions, and maintain visitor logs.

Personnel Pre-Approval
Verify competencies before granting access
Site Induction Tracking
Record completion and expiry dates
Visitor Sign-In
Digital sign-in with time tracking
Emergency Evacuation
Real-time list of all on-site personnel

Currently On Site

Live
JS
John Smith
ABC Engineering
Since 08:30
Hot Works PTW
MJ
Mary Johnson
XYZ Services
Since 09:15
General Access
PW
Peter Wilson
ABC Engineering
Since 09:45
Electrical PTW
SB
Sarah Brown
Site Supervisor
Since 07:00
Full Access
4 contractor personnel on site Updated: Just now
Real-World Use

See It in Action

You are an operations manager at a property management company. Your maintenance suppliers carry out planned and reactive works across 30 sites. Each work order needs a site risk assessment, a method statement, and proof of relevant accreditations before work can start. Right now, this is managed through a combination of emails, phone calls, and PDF forms that get printed, signed, and scanned back in. Tracking which jobs are in progress, which are waiting for compliance sign-off, and which are complete requires a daily phone round.

How It Works

The Projects and Works Orders module manages supplier-delivered work from request through to completion and sign-off.

Projects act as containers for related work. A building refurbishment project, for example, might contain multiple work orders for different trades: electrical, plumbing, decoration, and structural. Each project has a timeline, a budget, assigned suppliers, and a status that updates as work orders within it progress.

Work orders define individual pieces of work. Each order includes the scope of work, the assigned supplier, the site location, the expected start and completion dates, and any compliance requirements that must be met before work can begin. Compliance requirements are linked to the document management module, so a work order for hot works might require a valid Permit to Work, a current risk assessment, and proof that the operative holds the relevant accreditation.

The completion workflow ensures that finished work is formally signed off. The supplier marks the work order as complete, the responsible person on your side reviews and approves it, and the record is closed with a timestamp. If there are snags or defects, they are recorded against the work order and tracked to resolution.

For organisations that have recurring planned maintenance, work orders can be generated automatically on a schedule. A monthly fire alarm test, a quarterly lift inspection, or an annual PAT testing round can be set up once and generated at the right time, complete with the same compliance requirements each time.

Structured work order management with built-in compliance gates ensures suppliers cannot start work until their documentation is in order, and every completed job has a formal sign-off trail.

Take Control of Supplier Works

Ensure safety, compliance, and efficiency for every project on your site.