User Guide
This guide covers all modules of the Skyform Wind Operations Portal. The system is accessible via any modern browser including iOS Safari on iPhone and iPad.
Quick Start: Open the portal URL in your browser → enter your username and password → the system opens directly to your permitted view based on your role.
1. Login & Roles
Each team member has a named login. The system shows only the features relevant to their role.
🔒 Access Credentials
Login credentials are managed securely and issued directly by the Skyform system administrator.
Contact james.campbell@skyformuk.co.uk to request access or reset a password.
2. Dashboard
The main overview screen. Shows compliance progress bars for all WO modules, UKAS assessment timeline, Papertrail training status, and a site summary. The Weekly Report button appears in the top-right corner for Admin, HSEQ Manager and Ops Manager roles.
3. Workscopes
The full campaign pipeline from commercial enquiry through to deployment. Two roles interact here:
1
Commercial creates a workscope
Login as commercial → tap + New Workscope → fill client, site, dates, PO numbers, scope of works checkboxes, turbine count and site contact. Submit to create a Pending record.
2
Ops Manager mobilises
Open any workscope → tap ⚒ Mobilise → work through all 6 sections: Commercial (read-only), Engineers, PPE & Vehicles, Accommodation, RAMS, Deployment. Status advances automatically as sections are completed.
3
Engineers auto-fill compliance
In the Engineers section, select the inspector and maintainer from the dropdown. Telephone, compliance status (UKAS/GWO/PPE/PT/MED) and climbing PPE status all fill automatically from the operative register.
4
Deploy Ready → Deployed
Once all sections complete (100% progress), status advances to Deploy Ready. After deployment, enter return date and technician feedback to close the record.
4. Interactive Planner
A day-level deployment calendar showing all active sites and engineers across multiple weeks.
1
Select days
Tap any day cell on a site row to select it (turns blue). Tap additional days to build a multi-day selection. Selection is limited to one site at a time.
2
Add engineers
Once days are selected, tap + Add Engineer. The picker shows all engineers with their compliance status. Engineers who are absent or committed elsewhere on those days are greyed out. Tap + Add next to each engineer — the picker stays open for multiple additions.
3
Compliance at a glance
Each engineer chip is colour-coded: green = compliant, amber = actions needed, red = critical. Tap any chip to see the full cert breakdown in the compliance panel at the top.
4
Navigate weeks
Use the ◀ ▶ buttons to move through weeks. Toggle between 2, 3 or 4-week view using the week selector buttons. Export Plan saves the current allocation to a text file.
Clash protection: The system prevents double-booking — if an engineer is already allocated to another site on a selected day, those days are locked in the picker with a warning symbol.
5. Operatives Register
The master list of 24 sub-contractors. Each card shows name, role, location, contact details and compliance status (UKAS assessment, GWO training, PPE, Papertrail, Medical). Tap any card to open the full profile modal. Use the search bar and role filter to find specific engineers quickly.
6. Absences
Log and track all engineer absences. The 5-week rolling calendar shows availability across the team. Absence types are colour-coded: Holiday (blue), Sick (red), Authorised (amber), Unauthorised (orange). Absences automatically feed into the Interactive Planner — days with absences are locked when trying to allocate that engineer.
7. Pending Actions
A prioritised list of all compliance issues requiring attention. Engineers are sorted by urgency — critical first, then amber warnings. Each card shows the specific remediation steps required (e.g. book UKAS re-assessment, renew GWO certification). Filter by role using the buttons at the top.
8. Audit Log
Tracks the review status of all 11 WO documents with a RAG traffic light system. Documents are grouped by review cycle (monthly, quarterly, bi-annual). The log records who reviewed each document and when. Accessible to Admin, Ops Manager and HSEQ Manager. JW Auditor has read access.
Roles & Permissions
The portal uses role-based access control. Each login sees only the features relevant to their responsibilities.
Administrator
Full access to all modules. Can switch between any demo role. Manages user access and system configuration.
- All tabs visible and editable
- Weekly Report access
- Audit log — full read/write
- Can create and mobilise workscopes
- Demo role switcher in header
Operations Manager
Primary operational user. Mobilises campaigns, manages engineers and tracks compliance.
- Dashboard, Workscopes, Planner, Interactive Planner, Operatives, Sites, Absences, Pending Actions, Audit Log
- Weekly Report access
- Can mobilise workscopes (cannot create — Commercial role required)
HSEQ Manager — Suzanne Thompson
Health, Safety, Environment & Quality oversight. Focused on compliance monitoring and reporting.
- Dashboard (including Weekly Report)
- Operatives register (read)
- Pending Actions
- Audit Log (full access)
- Weekly Management Report generation
Commercial
Creates new workscope records from client enquiries. Cannot access operational or compliance data.
- Dashboard (read)
- Workscopes — can create new Pending workscopes only
- Cannot mobilise, edit engineer data or access compliance modules
UKAS Auditor (JW)
External auditor access for UKAS assessment verification.
- Dashboard (read)
- Operatives register (read)
- Sites (read)
- Audit Log (read)
Viewer / Read Only
General read access — suitable for management oversight without operational involvement.
- Dashboard, Planner, Operatives, Sites (all read-only)
- No edit permissions on any module
Weekly Management Report
The Weekly Report is designed to support the Monday management meeting. It generates automatically from live system data — no manual input required.
📋 How to generate the report
Login as Admin, HSEQ Manager or Ops Manager → go to Dashboard → tap the Weekly Report button in the top-right corner. The report appears immediately in a modal. Use Print / Save PDF to save or email it.
Report Contents
This Week — Issues & Actions
- Critical compliance issues — engineers with expired or missing certifications. These should not be deployed without resolution.
- Certifications expiring within 14 days — proactive flag for any cert about to expire across all active engineers.
- Unauthorised absences this week — any absences logged as unauthorised in the last 7 days requiring follow-up.
- Overdue workscopes — campaigns whose start date has passed but are still in Pending status.
- Overdue document reviews — WO documents that have exceeded their review cycle in the Audit Log.
Next Week — Risks & Mitigations
- Amber compliance engineers active next week — engineers with actions needed who are scheduled on-site. Remediation bookings should be confirmed before deployment.
- Workscopes starting next week — all campaigns due to begin in the next 7 days, with mobilisation completion percentage shown.
- Planned absences next week — all logged absences across the team for the coming week, so cover plans can be made.
Important — data freshness: The report reflects the live state of the system at the moment it is generated. For the most accurate pre-meeting report, generate it on the morning of the meeting rather than the night before.
Recommended Meeting Agenda
- Review critical compliance items — assign owner and deadline for each
- Review overdue workscopes — confirm mobilisation timeline or escalate
- Review next-week risks — confirm each amber engineer has a remediation plan
- Review upcoming absences — confirm cover arrangements
- Any other business raised by the report
