Although Crimson is a powerful tool, using it is simple and straightforward. To help you become familiar with the system’s various functions and reports, an overview of each area is provided below.
This tutorial is a guide to Crimson, explaining the functions, features and benefits of each section on the site.
Homepage
This page is your first port of call on the Crimson site. It gives you background about the portal and provides links to all sections of the site.
Reports
In this section, you can view, add comments to, change the report status and download inspection reports.
To view your reports, you’ll need select one of the views in the dropdown section on the left of the page. You can then refine your search further by choosing the name, location and date for the report – each of these options appears in sequence. Once your search criteria are set, click Go. To view any report, simply click on the report icon. You can even sort the view columns by clicking on any of the headings.
From within the report, you can add multiple comments and update the status. From the view, reports can be selected in the right margin and forwarded as PDF's to any email address by clicking on Forward and completing the onscreen form. This activity is recorded on the report as an audit trail.
Data
This section gives you a wide range of data. You can download all of the data shown on the website (and more) into Excel or html. Simply select the data report you want from the extensive menu of data download reports, fill in a ‘data filter’ screen and Crimson will convert the data into an Excel spreadsheet for you.
Site administration
If you’re set up as a site administrator or security user, you can use this section of Crimson to manage the following:
- Manage communities – Clicking here means you can add, amend and delete communities from your site. Communities allow you to create groups of users who are able to see specific reports that are relevant to them rather than seeing everything on the site.
- Manage users – This allows you to add, amend and delete users of the system. When a person is added to the system, they aren’t automatically added to a community – which they must be to have access to reports.
- Manage schedules – Allows you to assign schedules to particular communities so that they can be viewed by relevant people.
View our list of Crimson user definitions
Search
This section allows you to to search current and/or archive reports for any related text, such as serial number, asset number, post code etc.
Contact Us
This section allows you to submit a general policy query and provides the contact details for Crimson support.
Useful Info
In the section you can access Crimson user guides, Crimson webinar dates and technical articles on legislation, health and safety topics etc.