How to Manage Managers

The Manager Management module allows administrators to create, manage, and maintain manager accounts within the UK Comms Reporting System.

Managers are responsible for overseeing projects, reviewing engineer submissions, monitoring project progress, managing tasks, and generating reports. The system supports two manager roles:

• Project Manager
• Site Manager

The Manager Management section contains the following areas:

• Managers > List
• Managers > Add New

Understanding Manager Roles

Purpose:

Managers are responsible for overseeing project activities and ensuring successful project delivery.

Project Manager Responsibilities:

• Manage project execution.
• Monitor project progress.
• Review reports.
• Manage tasks and resources.
• Monitor project performance.

Site Manager Responsibilities:

• Manage site activities.
• Coordinate engineers.
• Monitor installations.
• Review field submissions.
• Support project delivery.

Creating a New Manager

Purpose:

The Add New Manager page allows administrators to create manager accounts and assign the appropriate role.

Steps to Create a Manager:

1. Navigate to Managers > Add New.
2. Enter the manager's personal information.
3. Provide contact details.
4. Select the appropriate User Role.
5. Choose either Project Manager or Site Manager.
6. Configure login credentials.
7. Select the account status.
8. Upload a profile image if required.
9. Upload supporting documents if required.
10. Click Add New Manager.

Manager Information:

• First Name
• Last Name
• Email Address
• Phone Number
• Address
• City
• County / State
• Country
• Postcode / Zip Code
• Username
• Password
• User Role
• Status
• Profile Image

Uploading Manager Documents

Purpose:

The Documents section allows administrators to upload manager-related documents and supporting files.

Steps to Upload Documents:

1. Locate the Drag and Drop Files Here section.
2. Drag files into the upload area, or click the area to browse your computer.
3. Select the required file(s).
4. Wait for the upload to complete.
5. Save the manager record.

Common Documents:

• Identification Documents
• Employment Records
• Training Certificates
• Compliance Documents
• Manager Agreements

Manager Status Options

Purpose:

Status controls whether a manager can access the system.

Available Statuses:

• Active - Manager can log in and access assigned functionality.
• Inactive - Manager account exists but cannot access the system.

Viewing Existing Managers

Purpose:

The Manager List page displays all manager accounts currently configured within the system.

Steps to View Managers:

1. Navigate to Managers > List.
2. The system will display all manager records.

Information Available:

• Manager ID
• Manager Name
• Email Address
• Phone Number
• User Role
• Status
• Date Created
• Available Actions

Searching for Managers

Purpose:

Search and filtering tools help administrators quickly locate manager accounts.

Available Filters:

• Name
• Email Address
• User Role
• Status
• Phone Number

Steps to Search Managers:

1. Navigate to Managers > List.
2. Enter search criteria.
3. Select any available filters.
4. Click Search.
5. Review the filtered results.

Editing a Manager

Purpose:

Administrators can update manager information whenever required.

Steps to Edit a Manager:

1. Navigate to Managers > List.
2. Locate the manager record.
3. Click the Edit icon.
4. Update the required information.
5. Click Update Manager or Save Changes.

Information That Can Be Updated:

• Name
• Email Address
• Phone Number
• Address Information
• Password
• User Role
• Status
• Profile Image
• Uploaded Documents

Managing Uploaded Documents

Purpose:

Documents attached to a manager profile can be reviewed, replaced, or updated as needed.

Steps:

1. Open the manager record.
2. Navigate to the Documents section.
3. Review existing files.
4. Upload replacement documents if required.
5. Save the changes.

Activating or Deactivating a Manager

Purpose:

Administrators can enable or disable manager access to the platform.

Steps to Change Status:

1. Open the manager record.
2. Locate the Status field.
3. Select either Active or Inactive.
4. Save the changes.

Inactive managers cannot access the platform until their account is reactivated.

Resetting Manager Login Credentials

Purpose:

If a manager forgets their login credentials, administrators can update their account information.

Steps to Reset Credentials:

1. Navigate to Managers > List.
2. Edit the required manager.
3. Update the username or password fields.
4. Save the changes.
5. Provide the updated credentials to the manager.

Manager Access Within the System

Purpose:

Managers have access to various modules depending on their assigned role and permissions.

Typical Manager Activities:

• Managing Projects
• Managing Tasks
• Reviewing Engineer Submissions
• Monitoring Project Progress
• Viewing Reports
• Managing Labels
• Approving Engineer Points

Relationship Between Managers and Projects

Managers are assigned to projects during project creation or project updates.

Typical Workflow:

1. Create a Manager account.
2. Create a Project.
3. Assign the Project Manager.
4. Assign the Site Manager.
5. Create Tasks.
6. Assign Engineers.
7. Monitor progress and submissions.
8. Generate reports and manage project delivery.

Best Practices

• Create separate accounts for each manager.
• Assign the correct role during account creation.
• Keep manager contact information up to date.
• Upload relevant supporting documentation.
• Review inactive accounts regularly.
• Use strong passwords.
• Ensure managers are assigned to appropriate projects.
• Review permissions periodically.

Summary

The Manager Management module provides a centralized location for creating and managing Project Managers and Site Managers. Properly configured manager accounts help ensure efficient project oversight, effective task management, accurate reporting, and successful project delivery throughout the UK Comms Reporting System.