HOW TO USE THE WIZARD 

 

As a Contractor


Before you commence the Wizard, you may wish to have the following information ready:

  • Equipment / Controls register
  • Air Monitoring Reports
  • Worker / Contractor information for invitations
  • Name and unique email address
  • To use this functions user / Contractor must be on neXtrack already as they only get a notification on the platform.
  • Compliance information
  • Site information

 

It is still fine to proceed without this information as you can go back and add it later.

 

When you sign-up to neXtrack you will need to go to client.neXtrack.tech/register and fill in the details requested. 

 

  • Your Name
  • Your email address
  • Password
  • Confirm password
  • What best describes you
    1. Start new Builder
    2. Start new Contractor
    3. Start new Worker
  • These directions are specifically for a Contractor so for this example, we’re using ‘Start new Contractor’
  • Company name

 

Then click on the [Register] button

 


You will be taken to your main dashboard.

The default screen colour is set to dark but we can change this later in your user profile.

  • Browse our 'How To's' for assistance.

Click on the [Start onboarding Wizard] button. 

  • Please note that if you click on the [No thank you] button, the Wizard option will not return.



Company Profile

The first page of the Wizard is about your company:

 

  • Name – This will auto fill from your registration
  • Primary contact – This will have to be you until you have members attached to your company profile.
  • Email address – This will auto fill from your registration
  • Phone 
  • Address
  • City
  • State
  • Postcode
  • Country
  • ABN
  • Logo – To upload the logo, click on the [Select File] button and choose your file to upload.

 

Once this information if filled out, click on the [Next] button to proceed to the Trades section.

 


Trades

It is important to select your trade in your company profile. If you require a Dust Control Plan, adding a trade will list your activities your company may perform in the back end of the platform. 

 

Here we will select the relevant trade/s of your company by clicking on the down arrow.

 


For this example we’re chosing ‘Carpentry’ 



Once you click on the trade it will automatically populate under ‘Trade’.


If you click on the incorrect trade, simply click the word ‘Delete’


When the relevant trade/s are selected, click on the [Next] button to proceed to the ‘Equipment’ section of the Wizard.



Equipment

This section of the Wizard is where you will add your controls and check dates.

 

It is important to add your controls if you require a Dust Control Plan (DCP) as this information will populate a section of the DCP.

 

If you wish, you can use this area as an Equipment register for all your equipment.

Click the [Add Equipment] button.

 

If you do not have any equipment to add, Click Next and scroll down to the ‘Air Monitoring’ section of these directions.


 


Tool Type – There are many tool types including ‘other’ that should cover any of your equipment.


For this example, the Contractor is adding a ‘Walk behind Saw’



There will then be a small drop down menu with a selections of Tools from the chosen ‘Tool Type’


This example we’re using ‘Floor Saw’



Then you choose the manufacturer. 


  • If your manufacturer is not mentioned in the drop down list, please email us at Support@nextrack.com.au and we will add the manufacturer to keep your records as accurate as possible.

 


You’re then asked for the Model and Serial number. This is so if you have 2 of the same tool, you will be able to tell which is which by the serial number input into the controls / Equipment register.

 

List any Manufacturer requirements. 

  • This may be to not use if safety guards are damaged or something to that effect.

Type of Check – There is a choice of 3

  • Visual Check – visually check there is no damage with equipment
  • Factory Service – equipment is serviced by approved service centre / factory
  • Exposure Check – equipment is checked to see if its still providing effective exposure control levels, validating the controls in use on a DCP (Dust Control Plan). Eg. Ontool vacuums continuing to suck dust effectively, no holes in dust bag, etc.

 


Then you can add the service provider.

 

  • If your service provider is not mentioned in the drop down list, please email us at Support@nextrack.com.au and we will add the service provider to keep your records as accurate as possible.



You can now add the date it was checked and the frequency of the checks.

 

The frequency can be in weeks, months, or years. 

 

Once this is completed, click the [Save] button

 


Repeat this process until all your Controls / equipment are added to the neXtrack Platform.

 

Once all your equipment is added, click on the [Next] button.

 

If a piece of equipment is no longer safe to use, you can ‘Archive’ the item by clicking on the word ‘Archive’ 

 


Air Monitoring

In this section you can add any Air Monitoring reports if you have any by clicking on [Add Air Monitoring]

 

This information is also used in a DCP.

 

If you do not have the information accessible or you do not haven’t had any air monitoring done, click the [Next] button to go to the Memberships & Invitations section (scroll down to Memberships & Invitations section of directions)

 


On the next screen you will be asked details of the Air Monitoring that took place.

First select the service provider.

  • If your service provider is not mentioned in the drop down list, please email us at Support@nextrack.com.au and we will add the service provider to keep your records as accurate as possible.

 


If applicable, note down any Actions or recommendations that were advised in the Air Monitoring report.

 

Next enter the date the Air Monitoring took place and the review date.

 

To upload the report click on the [Select File(s)] button

 

Click on the [Save] button.

 


Repeat this process if you have other Air Monitoring reports.

 

Click the [Next] button to move onto the next section of the Wizard

 

Clicking on the [Options] button gives you a choice to edit or archive.

 

You can view your Air Monitoring report by clicking on the link under ‘Air Report’

 


Memberships & Invitations

In this section you can ask to join organisations or you can send invitations for Users to join your organisation.

 

To send a ‘Request’ you need to know the ID of the organisation you wish to join. They can either email or text it, or you can simply type in the company name and a drop down list will appear.

 

In this example their ID is - !xalO5qn!Uu – This Contractor could send that ID to others and they can put it in the Ask to Join section

 

If you know another organisations or users ID you can ‘Ask to Join’ and click on the [Request] button.

 


To send an ‘Invitation’ to another organisation or user, they would have to be already on the neXtrack platform to receive it.

 

To send an Invitation click on the [Send Invitation] button.

 


In the next screen, add the users name and email address and type a small message. 

Once you have done this, click on the [Send Invitation] button

 

Examples below:



The membership request that you sent will sit in the ‘Current Requests’ section until they are accepted.

 

  • Note by sending them a request, you can now see their ID’s.

 

Once you have finished requesting memberships or sending invitations, click on the [Next] button to go to the next section of the Wizard.

 


Compliance

Compliance can be a variety of options from training to important documents. 

 

If you have any Compliance items to add to click on the [Add Compliance] button

 

If you do not have any compliance items to add, click on the [Next] button.

 


In the next screen you will be asked to input information regarding your compliance item/s



For this example, this Contractor is going to add ‘RCS Dust Control Plan’



Enter the Reference number of the document (or course code, certificate no. etc, pending on your compliance item).

 

Enter the effective date of the document (or course completion pending on your compliance item)

 

Enter in the expiration date if there is one. If there is no expiration date, leave this blank. 

 

To upload the document or certificate, click on the [Select File(s)] button and locate file to upload.

 

Then click on the [Save] button.

 


Repeat the process if you have more compliance items to add to your profile.

 

  • Note the Warning symbol beside the compliance item. These items need to be view and approved by a neXtrack representative. 
  • When a Contractor has uploaded their compliance to the neXtrack platform, they should email support@nextrack.com.au and request their compliance to be approved. 

A neXtrack representative will review and approve in a timely manner.

 

  • If they are working on a Builders site and are members of the Builders organisation, the Contractor can email the Builder to approve the compliance item.

 

Once you have finished adding compliance items, click on the [Next] button to proceed to the next section of the Wizard.

 


Sites

In this section you add the basic details of your sites. 

 

To add further information, you will need to visit the Sites on the platform individually to add zones, sitemaps, hazards, etc. – Browse our ‘How To’s ‘ for assistance. 

 

To add a site, click on the [Add Site] button.

 

If you do not have a site to add, click on the [Next] button.

 


On the next screen you will need to complete the details of the site.

  • Site name
  • Managing Hygienist – you will not be able to add the Hygienist until they are connected to your company via membership.
  • Complete address
  • Primary Contact – This will be you at this point as you currently have no memberships accepted. This can be changed once you have invited or accepted workers to your company. 
  • Contact numbers
  • Image – This can be the image of what the project will look like completed.

 


Once this is filled out, click on the [Save] button.



Repeat the process for the amount of sites you have operating or upcoming.

 

  • You can add more sites later by going to your company profile and adding sites. Browse our ‘How To’s’ for assistance.

 

When you have added the site you require, click on the [Next] button.

 


The Wizard is now complete. Click on the [Finish] button.



You will be taken back to the dashboard where you started.