+ RFI
Centralize Communication, Streamline Project Management, and Align Stakeholders with Our RFI Solution
Looking for an efficient system to unify stakeholder communications, enhance project management, and keep everyone aligned? Our RFI platform brings together architects, consultants, contractors, and other key parties into a single, easy-to-use interface. It minimizes misunderstandings, accelerates decision-making, and keeps your projects on track.
Key Features
1. Communicate Anytime, Anywhere- Real-Time Tracking: Stay informed with live updates on the status of each request, ensuring you're always aware of site progress.
- Easy Stakeholder Management: Effortlessly manage stakeholders, assign roles, and control access.
- Seamless Bulk Integration: Quickly import large groups of stakeholders for a smooth and rapid setup.
- Meticulous Organization: Each document is neatly categorized into dedicated folders—RFIs, Clash Reports, Shop Drawings, Site Memos, NCRs, Method Statements, Material Submissions, and Claims—making it easy to access and manage all your construction records.
- Endless RFI Revisions: Continue back-and-forth communication until issues are fully resolved.
- Large Storage Capacity: Create and store an unlimited number of records.
- Enhanced RFI Management: Attach files, enable link sharing, and assign RFIs with ease to ensure swift, accurate communication.
- Automated Notifications and Reminders: Streamline workflows with automated notifications, so no critical information is missed.
- Assigned to Me Button: Never miss important information with a dedicated "Assigned to Me" feature.
- Customizable Templates: Adapt templates to suit your operations.
- Customizable Reference Numbers: Tailor reference numbers to align with your processes.
- Streamlined Search Engine: Easily search and retrieve past RFIs and responses, with an intuitive status indicator to quickly assess progress.
- Training, Setup, and Ongoing Support: Enjoy a smooth onboarding process with full training and support.
- No Hardware Investment Required: Start using our platform without any additional hardware costs.
+Elite PM Guide (Contractor)
How to install Whizzl?
Download & Installation
You may search “Whizzl” from Google Play, App Store or App Gallery.
Registration for a Whizzl Account
Step 1:
Click on “Create a Whizzl Account” to register an account.
Step 2:
Fill out all the information and tick the checkbox to agree with the “Term of Use & Privacy Policy”.
Step 3: Click on “Sign Up”.
Step 4: After clicking on “Sign Up”, a Secure Code will be sent to your phone number.
Step 5: Kindly insert the Secure Code to complete the sign-up process.
Whizzl Management Dashboard
Access Management Dashboard in Whizzl App
In your community page, you will see a menu button on the top right side.
To go to the Management Dashboard, click on the 3 dots button and select “Manage”.
Access Management Dashboard in Web
Dashboard Management URL: business.whizzl.comYou are required to log in with the registered “Whizzl Email” and “Password”.
You may choose the “Place” or “Community” that is under your management.
Dashboard
The basic information of your “Community Profile” will be displayed. Also, you may have a quick glance on “Today’s Statistic”, “Statistic of Emoticons” and other “Statistics”.
On the left panel, you will see the features: “People”, “Post”, “CMS”, “Statistic” and “Organization”.
Language
Whizzl Management Dashboard currently is supported in 3 languages: English, Chinese and Malay.
My Profile
When you sign in to your Whizzl Account, in the top right, beside your login name there is a profile image icon displays. Click on the profile image, you can see “My Profile”, “Terms of Use” and “Privacy Policy”.
In “My Profile”, you are allowed to manage your info, activity and password. You are also allowed to upload “Profile Photo”.
Update your Profile
To update your profile, click on and update your profile accordingly.
Change your password
To change your password, you may go to “My Profile” > “Change Password”. Then, you are required to insert the “Current Password”, enter your “New Password” and “Confirm New Password”, click on “Submit” to complete the change password.
Profile Info
Go to “Project Info”, the basic information of the project will be displayed.
Site Record
Site Record is designated to simplify the workflow in construction site on tracking the items/issues required during development progress.
Site Record Module is available to track the following process:
- Request for Information (RFI)
- Clash Report
- Shop-Drawing
- Consultant Instruction
- Site Memo
- Non-Compliance Report (NCR)
- Method Statement
- Material Submission
- Progress Report
- Claim Submission
- Meeting Minutes
Items to Track in Site Record
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Request for Information (RFI)
|
Request for Information which enable the Contractor to collect written information from related Consultants to gather information to take remedial steps. There is an indicator for the status in this sub-module, allowing the Contractor and other Stakeholders to know the status.
Type of Status:
Pending - A record is created which is pending reply by the Assigned Consultant.
In Progress - The Assigned Consultant has received the requisition and preparing the reply.
Replied - The record is replied by the Assigned Consultant.
Request to Review – Consultant has reviewed record replied by Assigned Consultant and request the Assigned Consultant to review the record again.
Closed - The record is reviewed and closed by Contractor.
Overdue - There’s no action taken before the due date by Assigned Consultant.
Read Status is to show who has reviewed the information record.
Create a New Record
Contractor enables to create a new record to Request for Information from a Consultants.
Step 1: Click on “+ New Record”.Step 2: You can create new record by selecting suitable template, stating your request, assigned to specific Stakeholder, cc to relevant Stakeholder(s), include file/document etc.
Step 3: Click “Submit” to complete the process.
Review a Record
Contractor enables to review all details of Request for Information (RFI).
Step 1: Click on action button “…” to select “Submission List” or “Record Information”.
Step 2: Select the record that you wish to review and click on action button “…” to “View Details”. In the submission details, Contractor is allowed to take action on the record.
Step 3: Click on “Actions”, it enables you to choose “Set to Closed” or “Request to Review” to change the record status.
Select Request to Review will require you to leave a comment on this action.
|
Clash Report
|
Clash Report is similar to RFI and it will be raised by BIM Consultant/BIM Coordinator. There is an indicator for the status in this sub-module, allowing the Contractor and other Stakeholders to know the status.
Type of Status:
Pending - A record is created which is pending reply by the Assigned Consultant.
In Progress - The Assigned Consultant has received the requisition and preparing the reply.
Replied - The record is replied by the Assigned Consultant.
Closed - The record is reviewed and closed by BIM Consultant/BIM Coordinator.
Overdue - There’s no action taken before the due date by Assigned Consultant.
Read Status is to show who has reviewed the information record.
View a Record
As Contractor, you are allowed to view all the Clash Report information.
Step 1: Click on action button “…” to select “Submission List” or “Record Information”.
Step 2: Select the record that you wish to review and click on action button “…” to “View Details”.
As Contractor, you can only review all details of record information and submission list. There’s no other action that can be taken by Contractor in this sub-module.|
Shop-Drawing
|
Shop-Drawing is produced by Contractors. The shop drawing is the Manufacturer's or the Contractor's drawn version of information shown in the construction documents. The Shop Drawing normally shows more detail than the construction documents. There is an indicator for the status in this sub-module, allowing the Contractor and other Stakeholders to know the status.
Type of Status:
Pending - A record is created which is pending reply by the Assigned Consultant.
Overdue - There’s no action taken before the due date by Assigned Consultant.
Approved – The Assigned Consultant has approved the Shop-Drawing.
Accepted – The record is accepted by Consultant with Remarks.
Rejected – The record is rejected by Consultant with Remarks.
Request to Review – Consultant has reviewed record replied by Assigned Consultant and request the Assigned Consultant to review the record again.
Read Status is to show who has reviewed the information record.
Create a Form
Contractor enables to create a new Shop-Drawing for other Consultants.
Step 1: Click on “+ New Form”.
Step 2: You can create new record by selecting suitable template, stating your request, assigned to specific Stakeholder, cc to relevant Stakeholder(s), include file/document etc. Step 3: Click “Submit” to complete the process.
View a Record
Contractor enables to review all details of Shop-Drawing.
Step 1: Click on action button “…” to select “Record Information”.
Step 2: You could view all the information and refer to the Consultant’s Remarks.
|
Site Memo
|
Site Memo is the Memorandum, or Memo, is used primarily as a formal, physical means of efficient communication between site staff members. It’s raised by Consultant to Contractor. There is an indicator for the status in this sub-module that allows the Contractor to know the status.
Type of Status:
Pending - A record is created which is pending reply by the Assigned Consultant.
In Progress - The Assigned Consultant has received the requisition and preparing the reply.
Replied - The record is replied by the Assigned Consultant.
Request to Review – Consultant has reviewed record replied by Assigned Consultant and request the Assigned Consultant to review the record again.
Closed - The record is reviewed and closed by Contractor.
Overdue - There’s no action taken before the due date by Assigned Consultant.
Assigned to you - The record can be assigned to the respective Consultant(s).
Read Status is to show who has reviewed the information record.
Respond to the Requisition
When Consultant raised a Site Memo, Contractor enables to review all details of Site Memo.
Step 1: Click on “Actions”, select “Record Information”.
Step 2: Click on action button “…” to select “View Details”.
Step 3: Now, you can reply to the Requisition by filling up the form. Click “Reply” to complete.
If you find that the record is wrongly assign to you, you may select “Re-assign”.
|
Non- Compliance Report (NCR)
|
Non-Compliance Report is a construction-related document that addresses specification deviation or work that fails to meet quality standards. There is an indicator for the status in this sub-module that allows the Contractor to know the status.
Type of Status:
Pending - A record is created which is pending reply by the Assigned Consultant.
In Progress - The Assigned Consultant has received the requisition and preparing the reply.
Replied - The record is replied by the Assigned Consultant.
Request to Review – Consultant has reviewed record replied by Assigned Consultant and request the Assigned Consultant to review the record again.
Closed - The record is reviewed and closed by Contractor.
Overdue - There’s no action taken before the due date by Assigned Consultant.
Assigned to you - The record can be assigned to the respective Consultant(s).
Read Status is to show who has reviewed the information record.View a Record
Step 1: Click on action button “…” to select “Submission List”, “Record Information” or “View Details”.
Step 2: You can view the detail record information.
As Contractor, you can only review all details of Record Information and Submission List and respond to the Requisition via “Action” button.Respond to the Requisition
Step 1: Click on action button “…” to select “Set to in Progress”.
Step 2: Click on action button “…” to select “View Details”.
Step 3: Now, you can reply to the Requisition by filling up the form. Click “Reply” to complete.|
Consultant Instruction
|
Consultant Instruction - A site instruction is a formal instruction typically issued by Architect/ Engineers with directives to main contractor. Site instructions fall outside the scope of the original contract and require further directions for crews to complete. Site instructions come down through the chain of command from Architect/Engineers to contractor. This flow of communication MUST be formalized to ensure that contractors are aware and adequately paid out for this change. There is an indicator for the status in this sub-module that allows the Contractor to know the status.
Type of Status:
Assigned to you - The record can be assigned to the respective Consultant(s).
Read Status is to show who has reviewed the information record.Respond to the Instruction
Step 1: Click on action button “…” to select “Record Information”.
Step 2: You can view the detail Record Information.
Step 3: Click on “Actions”, select “Comment”.
Step 4: Enter your comment and click on “Confirm”.
|
Method Statement
|
Method Statement is a description of how the work will be carried out accurately and safely. These documents are usually used to provide information to workers about how the work should be executed with safety precautions. There is an indicator for the status in this sub-module that allows the Contractor to know the status.
Type of Status:
Pending - A record is created which is pending reply by the Assigned Consultant.
In Progress - The Assigned Consultant has received the requisition and preparing the reply.
Replied - The record is replied by the Assigned Consultant.
Request to Review – Consultant has reviewed record replied by Assigned Consultant and request the Assigned Consultant to review the record again.
Closed - The record is reviewed and closed by Contractor.
Overdue - There’s no action taken before the due date by Assigned Consultant.
Read Status is to show who has reviewed the information record.Create a New Record
Contractor enables to create a new Method Statement to a Consultants.
Step 1: Click on “+ New Record”.
Step 2: You can create New Record by selecting suitable template, stating your request, assigned to specific Stakeholder, cc to relevant Stakeholder(s), include file/document etc. And, click “Submit” to complete the process.View a Record
When the Consultant has replied to the record, you are allowed to view and take action for the record.
Step 1: Click on action button “…” to select “Submission List” or “Record Information”.
Step 2: You can view the detail Record Information.
Step 3: Click on “Actions”, select whether “Set to Closed” or “Request to Review”.|
Material Submission
|
Material Submission in construction management are shop-drawings, material data, samples and product details that are primarily required for architects and engineers to verify that the correct product specification will be used for the specific project. There is an indicator for the status in this sub-module that allows the Contractor to know the status.
Type of Status:
Pending - A record is created which is pending reply by the Assigned Consultant.
In Progress - The Assigned Consultant has received the requisition and preparing the reply.
Replied - The record is replied by the Assigned Consultant.
Request to Review – Consultant has reviewed record replied by Assigned Consultant and request the Assigned Consultant to review the record again.
Closed - The record is reviewed and closed by Contractor.
Overdue - There’s no action taken before the due date by Assigned Consultant.
Read Status is to show who has reviewed the information record.Create a New Record
As Contractor can create a new Material Submission record to the Consultant.
Step 1: Click on “+ New Record”.
Step 2: You can create New Record by selecting suitable template, stating your request, assigned to specific Stakeholder, cc to relevant Stakeholder(s), include file/document etc. And, click “Submit” to complete the process.View a Record
When the Consultant has replied to the record, you are allowed to view and take action for the record.
Step 1: Click on action button “…” to select “Submission List” or “Record Information”.
Step 2: You can view the detail Record Information.
Step 3: Click on “Actions”, select whether “Set to Closed” or “Request to Review”.|
Progress Report
|
Progress Report is an effective client communication and project management system that keeps the client well informed on the true progress of the project. The Progress Report facilitates accurate information in managing client’s expectations eliminating any potential liability issues. There is an indicator for the status in this sub-module that allows the Contractor to know the status.
Type of Status:
Read Status is to show who has reviewed the information record.Create a New Record
Contractor is able to create a new Material Submission record to the Consultant.
Step 1: Click on “+ New Record”.Step 2: You can create New Record by stating your request, assigned to specific Stakeholder, cc to relevant Stakeholder(s).
Step 3: Enter the “Target Progress (%)” and “Actual Progress (%)”. The system will auto calculate the “Progress Different (%)”.
Step 4: Click on “Submit” to complete the process.
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Claim Submission
|
Claim Submission refers to the claims for payment being made progressively as the works are completed. Usually, the contract will allow to make claims for payment at the completion of certain stages in the works. There is an indicator for the status in this sub-module that allows the Contractor to know the status.
Type of Status:
Pending - A record is created which is pending reply by the Assigned Consultant.
In Progress - The Assigned Consultant has received the requisition and preparing the reply.
Replied - The record is replied by the Assigned Consultant.
Overdue - There’s no action taken before the due date by Assigned Consultant.
Acknowledged – The record has been Acknowledged by Consultant.
Read Status is to show who has reviewed the information record.Create a New Record
As Contractor, you are allowed to create a new record to claim for payment from a QS Consultant.
Step 1: Click on “+ New Record”.Step 2: You can create New Record by stating your request, assigned to specific Stakeholder, cc to relevant Stakeholder(s).
Step 3: Enter an amount of the Claim in “Claim Amount”
Step 4: In “Progress Report”, select a report you want to claim. QS Consultant will refer the progress report to release the claim.
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Meeting Minutes
|
Meeting Minutes are notes that are recorded during a meeting. They highlight the key issues that are discussed, motions proposed or voted on, and activities to be undertaken. There is an indicator for the status in this sub-module that allows the Contractor to know the status.
Type of Status:
Read Status is to show who has reviewed the information record.Create a New Record
As Contractor, you are allowed to create a new MOM record to all Stakeholders.
Step 1: Click on “New MOM”.
Step 2: You can create New MOM by enter your Meeting Description and upload a relevant file.View a MOM Record
Step 1: Click on “Actions”, select “Record Information”.
Step 2: You can view all the MOM details.
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General Questions
|
General Question
Review on each Submission
As Admin, you can review each submission for each sub-module by clicking actions button “...” to view for record information or submission list.
Enlarge and download file/image attached in the report or form
Step 1: You can click on the file/image attached.
Step 2: The attached file will be displayed in a enlarge size for easier review. It’s downloadable.Generate Report from each sub-module
You can export the listing from each sub-module by clicking “Export” to “Export to Excel” or “send via Email”.
+ Centralize Communication, Streamline Project Management, and Align Stakeholders with Our RFI Solution
Looking for an efficient system to unify stakeholder communications, enhance project management, and keep everyone aligned? Our RFI platform brings together architects, consultants, contractors, and other key parties into a single, easy-to-use interface. It minimizes misunderstandings, accelerates decision-making, and keeps your projects on track.
Key Features
1. Communicate Anytime, Anywhere
- Real-Time Tracking: Stay informed with live updates on the status of each request, ensuring you're always aware of site progress.
- Easy Stakeholder Management: Effortlessly manage stakeholders, assign roles, and control access.
- Seamless Bulk Integration: Quickly import large groups of stakeholders for a smooth and rapid setup.
- Meticulous Organization: Each document is neatly categorized into dedicated folders—RFIs, Clash Reports, Shop Drawings, Site Memos, NCRs, Method Statements, Material Submissions, and Claims—making it easy to access and manage all your construction records.
- Endless RFI Revisions: Continue back-and-forth communication until issues are fully resolved.
- Large Storage Capacity: Create and store an unlimited number of records.
- Enhanced RFI Management: Attach files, enable link sharing, and assign RFIs with ease to ensure swift, accurate communication.
- Automated Notifications and Reminders: Streamline workflows with automated notifications, so no critical information is missed.
- Assigned to Me Button: Never miss important information with a dedicated "Assigned to Me" feature.
- Customizable Templates: Adapt templates to suit your operations.
- Customizable Reference Numbers: Tailor reference numbers to align with your processes.
- Streamlined Search Engine: Easily search and retrieve past RFIs and responses, with an intuitive status indicator to quickly assess progress.
- Training, Setup, and Ongoing Support: Enjoy a smooth onboarding process with full training and support.
- No Hardware Investment Required: Start using our platform without any additional hardware costs.
+Elite PM Guide (Contractor)
How to install Whizzl?
Download & Installation
You may search “Whizzl” from Google Play, App Store or App Gallery.
Registration for a Whizzl Account
Step 1:
Click on “Create a Whizzl Account” to register an account.
Step 2:
Fill out all the information and tick the checkbox to agree with the “Term of Use & Privacy Policy”.
Step 3: Click on “Sign Up”.
Step 4: After clicking on “Sign Up”, a Secure Code will be sent to your phone number.
Step 5: Kindly insert the Secure Code to complete the sign-up process.
Whizzl Management Dashboard
Access Management Dashboard in Whizzl App
In your community page, you will see a menu button on the top right side.
To go to the Management Dashboard, click on the 3 dots button and select “Manage”.
Access Management Dashboard in Web
Dashboard Management URL: business.whizzl.comYou are required to log in with the registered “Whizzl Email” and “Password”.
You may choose the “Place” or “Community” that is under your management.Dashboard
The basic information of your “Community Profile” will be displayed. Also, you may have a quick glance on “Today’s Statistic”, “Statistic of Emoticons” and other “Statistics”.On the left panel, you will see the features: “People”, “Post”, “CMS”, “Statistic” and “Organization”.
Language
Whizzl Management Dashboard currently is supported in 3 languages: English, Chinese and Malay.
My Profile
When you sign in to your Whizzl Account, in the top right, beside your login name there is a profile image icon displays. Click on the profile image, you can see “My Profile”, “Terms of Use” and “Privacy Policy”.
In “My Profile”, you are allowed to manage your info, activity and password. You are also allowed to upload “Profile Photo”.
Update your Profile
To update your profile, click on and update your profile accordingly.
Change your password
To change your password, you may go to “My Profile” > “Change Password”. Then, you are required to insert the “Current Password”, enter your “New Password” and “Confirm New Password”, click on “Submit” to complete the change password.Profile Info
Go to “Project Info”, the basic information of the project will be displayed.Site Record
Site Record is designated to simplify the workflow in construction site on tracking the items/issues required during development progress.
Site Record Module is available to track the following process:
- Request for Information (RFI)
- Clash Report
- Shop-Drawing
- Consultant Instruction
- Site Memo
- Non-Compliance Report (NCR)
- Method Statement
- Material Submission
- Progress Report
- Claim Submission
- Meeting Minutes
Items to Track in Site Record
|
Request for Information (RFI)
|
Request for Information which enable the Contractor to collect written information from related Consultants to gather information to take remedial steps. There is an indicator for the status in this sub-module, allowing the Contractor and other Stakeholders to know the status.
Type of Status:
Pending - A record is created which is pending reply by the Assigned Consultant.
In Progress - The Assigned Consultant has received the requisition and preparing the reply.
Replied - The record is replied by the Assigned Consultant.
Request to Review – Consultant has reviewed record replied by Assigned Consultant and request the Assigned Consultant to review the record again.
Closed - The record is reviewed and closed by Contractor.
Overdue - There’s no action taken before the due date by Assigned Consultant.
Read Status is to show who has reviewed the information record.Create a New Record
Contractor enables to create a new record to Request for Information from a Consultants.
Step 1: Click on “+ New Record”.Step 2: You can create new record by selecting suitable template, stating your request, assigned to specific Stakeholder, cc to relevant Stakeholder(s), include file/document etc.
Step 3: Click “Submit” to complete the process.Review a Record
Contractor enables to review all details of Request for Information (RFI).
Step 1: Click on action button “…” to select “Submission List” or “Record Information”. Step 2: Select the record that you wish to review and click on action button “…” to “View Details”. In the submission details, Contractor is allowed to take action on the record.
Step 3: Click on “Actions”, it enables you to choose “Set to Closed” or “Request to Review” to change the record status. Select Request to Review will require you to leave a comment on this action.|
Clash Report
|
Clash Report is similar to RFI and it will be raised by BIM Consultant/BIM Coordinator. There is an indicator for the status in this sub-module, allowing the Contractor and other Stakeholders to know the status.
Type of Status:
Pending - A record is created which is pending reply by the Assigned Consultant.
In Progress - The Assigned Consultant has received the requisition and preparing the reply.
Replied - The record is replied by the Assigned Consultant.
Closed - The record is reviewed and closed by BIM Consultant/BIM Coordinator.
Overdue - There’s no action taken before the due date by Assigned Consultant.
Read Status is to show who has reviewed the information record.View a Record
As Contractor, you are allowed to view all the Clash Report information.
Step 1: Click on action button “…” to select “Submission List” or “Record Information”. Step 2: Select the record that you wish to review and click on action button “…” to “View Details”. As Contractor, you can only review all details of record information and submission list. There’s no other action that can be taken by Contractor in this sub-module.|
Shop-Drawing
|
Shop-Drawing is produced by Contractors. The shop drawing is the Manufacturer's or the Contractor's drawn version of information shown in the construction documents. The Shop Drawing normally shows more detail than the construction documents. There is an indicator for the status in this sub-module, allowing the Contractor and other Stakeholders to know the status.
Type of Status:
Pending - A record is created which is pending reply by the Assigned Consultant.
Overdue - There’s no action taken before the due date by Assigned Consultant.
Approved – The Assigned Consultant has approved the Shop-Drawing.
Accepted – The record is accepted by Consultant with Remarks.
Rejected – The record is rejected by Consultant with Remarks.
Request to Review – Consultant has reviewed record replied by Assigned Consultant and request the Assigned Consultant to review the record again.
Read Status is to show who has reviewed the information record.Create a Form
Contractor enables to create a new Shop-Drawing for other Consultants.
Step 1: Click on “+ New Form”. Step 2: You can create new record by selecting suitable template, stating your request, assigned to specific Stakeholder, cc to relevant Stakeholder(s), include file/document etc. Step 3: Click “Submit” to complete the process.
View a Record
Contractor enables to review all details of Shop-Drawing.
Step 1: Click on action button “…” to select “Record Information”. Step 2: You could view all the information and refer to the Consultant’s Remarks.|
Site Memo
|
Site Memo is the Memorandum, or Memo, is used primarily as a formal, physical means of efficient communication between site staff members. It’s raised by Consultant to Contractor. There is an indicator for the status in this sub-module that allows the Contractor to know the status.
Type of Status:
Pending - A record is created which is pending reply by the Assigned Consultant.
In Progress - The Assigned Consultant has received the requisition and preparing the reply.
Replied - The record is replied by the Assigned Consultant.
Request to Review – Consultant has reviewed record replied by Assigned Consultant and request the Assigned Consultant to review the record again.
Closed - The record is reviewed and closed by Contractor.
Overdue - There’s no action taken before the due date by Assigned Consultant.
Assigned to you - The record can be assigned to the respective Consultant(s).
Read Status is to show who has reviewed the information record.Respond to the Requisition
When Consultant raised a Site Memo, Contractor enables to review all details of Site Memo.
Step 1: Click on “Actions”, select “Record Information”.
Step 2: Click on action button “…” to select “View Details”. Step 3: Now, you can reply to the Requisition by filling up the form. Click “Reply” to complete. If you find that the record is wrongly assign to you, you may select “Re-assign”.|
Non- Compliance Report (NCR)
|
Non-Compliance Report is a construction-related document that addresses specification deviation or work that fails to meet quality standards. There is an indicator for the status in this sub-module that allows the Contractor to know the status.
Type of Status:
Pending - A record is created which is pending reply by the Assigned Consultant.
In Progress - The Assigned Consultant has received the requisition and preparing the reply.
Replied - The record is replied by the Assigned Consultant.
Request to Review – Consultant has reviewed record replied by Assigned Consultant and request the Assigned Consultant to review the record again.
Closed - The record is reviewed and closed by Contractor.
Overdue - There’s no action taken before the due date by Assigned Consultant.
Assigned to you - The record can be assigned to the respective Consultant(s).
Read Status is to show who has reviewed the information record.View a Record
Step 1: Click on action button “…” to select “Submission List”, “Record Information” or “View Details”.
Step 2: You can view the detail record information. As Contractor, you can only review all details of Record Information and Submission List and respond to the Requisition via “Action” button.Respond to the Requisition
Step 1: Click on action button “…” to select “Set to in Progress”.Step 2: Click on action button “…” to select “View Details”.
Step 3: Now, you can reply to the Requisition by filling up the form. Click “Reply” to complete.|
Consultant Instruction
|
Consultant Instruction - A site instruction is a formal instruction typically issued by Architect/ Engineers with directives to main contractor. Site instructions fall outside the scope of the original contract and require further directions for crews to complete. Site instructions come down through the chain of command from Architect/Engineers to contractor. This flow of communication MUST be formalized to ensure that contractors are aware and adequately paid out for this change. There is an indicator for the status in this sub-module that allows the Contractor to know the status.
Type of Status:
Assigned to you - The record can be assigned to the respective Consultant(s).
Read Status is to show who has reviewed the information record.Respond to the Instruction
Step 1: Click on action button “…” to select “Record Information”. Step 2: You can view the detail Record Information. Step 3: Click on “Actions”, select “Comment”. Step 4: Enter your comment and click on “Confirm”.|
Method Statement
|
Method Statement is a description of how the work will be carried out accurately and safely. These documents are usually used to provide information to workers about how the work should be executed with safety precautions. There is an indicator for the status in this sub-module that allows the Contractor to know the status.
Type of Status:
Pending - A record is created which is pending reply by the Assigned Consultant.
In Progress - The Assigned Consultant has received the requisition and preparing the reply.
Replied - The record is replied by the Assigned Consultant.
Request to Review – Consultant has reviewed record replied by Assigned Consultant and request the Assigned Consultant to review the record again.
Closed - The record is reviewed and closed by Contractor.
Overdue - There’s no action taken before the due date by Assigned Consultant.
Read Status is to show who has reviewed the information record.Create a New Record
Contractor enables to create a new Method Statement to a Consultants.
Step 1: Click on “+ New Record”. Step 2: You can create New Record by selecting suitable template, stating your request, assigned to specific Stakeholder, cc to relevant Stakeholder(s), include file/document etc. And, click “Submit” to complete the process.View a Record
When the Consultant has replied to the record, you are allowed to view and take action for the record.
Step 1: Click on action button “…” to select “Submission List” or “Record Information”. Step 2: You can view the detail Record Information. Step 3: Click on “Actions”, select whether “Set to Closed” or “Request to Review”.|
Material Submission
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Material Submission in construction management are shop-drawings, material data, samples and product details that are primarily required for architects and engineers to verify that the correct product specification will be used for the specific project. There is an indicator for the status in this sub-module that allows the Contractor to know the status.
Type of Status:
Pending - A record is created which is pending reply by the Assigned Consultant.
In Progress - The Assigned Consultant has received the requisition and preparing the reply.
Replied - The record is replied by the Assigned Consultant.
Request to Review – Consultant has reviewed record replied by Assigned Consultant and request the Assigned Consultant to review the record again.
Closed - The record is reviewed and closed by Contractor.
Overdue - There’s no action taken before the due date by Assigned Consultant.
Read Status is to show who has reviewed the information record.Create a New Record
As Contractor can create a new Material Submission record to the Consultant.
Step 1: Click on “+ New Record”. Step 2: You can create New Record by selecting suitable template, stating your request, assigned to specific Stakeholder, cc to relevant Stakeholder(s), include file/document etc. And, click “Submit” to complete the process.View a Record
When the Consultant has replied to the record, you are allowed to view and take action for the record.
Step 1: Click on action button “…” to select “Submission List” or “Record Information”. Step 2: You can view the detail Record Information. Step 3: Click on “Actions”, select whether “Set to Closed” or “Request to Review”.|
Progress Report
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Progress Report is an effective client communication and project management system that keeps the client well informed on the true progress of the project. The Progress Report facilitates accurate information in managing client’s expectations eliminating any potential liability issues. There is an indicator for the status in this sub-module that allows the Contractor to know the status.
Type of Status:
Read Status is to show who has reviewed the information record.Create a New Record
Contractor is able to create a new Material Submission record to the Consultant.
Step 1: Click on “+ New Record”.Step 2: You can create New Record by stating your request, assigned to specific Stakeholder, cc to relevant Stakeholder(s).
Step 3: Enter the “Target Progress (%)” and “Actual Progress (%)”. The system will auto calculate the “Progress Different (%)”.
Step 4: Click on “Submit” to complete the process.|
Claim Submission
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Claim Submission refers to the claims for payment being made progressively as the works are completed. Usually, the contract will allow to make claims for payment at the completion of certain stages in the works. There is an indicator for the status in this sub-module that allows the Contractor to know the status.
Type of Status:
Pending - A record is created which is pending reply by the Assigned Consultant.
In Progress - The Assigned Consultant has received the requisition and preparing the reply.
Replied - The record is replied by the Assigned Consultant.
Overdue - There’s no action taken before the due date by Assigned Consultant.
Acknowledged – The record has been Acknowledged by Consultant.
Read Status is to show who has reviewed the information record.Create a New Record
As Contractor, you are allowed to create a new record to claim for payment from a QS Consultant.
Step 1: Click on “+ New Record”.Step 2: You can create New Record by stating your request, assigned to specific Stakeholder, cc to relevant Stakeholder(s).
Step 3: Enter an amount of the Claim in “Claim Amount”
Step 4: In “Progress Report”, select a report you want to claim. QS Consultant will refer the progress report to release the claim.|
Meeting Minutes
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Meeting Minutes are notes that are recorded during a meeting. They highlight the key issues that are discussed, motions proposed or voted on, and activities to be undertaken. There is an indicator for the status in this sub-module that allows the Contractor to know the status.
Type of Status:
Read Status is to show who has reviewed the information record.Create a New Record
As Contractor, you are allowed to create a new MOM record to all Stakeholders.
Step 1: Click on “New MOM”. Step 2: You can create New MOM by enter your Meeting Description and upload a relevant file.View a MOM Record
Step 1: Click on “Actions”, select “Record Information”. Step 2: You can view all the MOM details.|
General Questions
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General Question
Review on each Submission
As Admin, you can review each submission for each sub-module by clicking actions button “...” to view for record information or submission list.
Enlarge and download file/image attached in the report or form
Step 1: You can click on the file/image attached. Step 2: The attached file will be displayed in a enlarge size for easier review. It’s downloadable.Generate Report from each sub-module
You can export the listing from each sub-module by clicking “Export” to “Export to Excel” or “send via Email”.
+ Elite PM Guide (Consultant)
How to install Whizzl?
Download & Installation
You may search “Whizzl” from Google Play, App Store or App Gallery.
Registration of Whizzl Account
Step 1:
Click “Create Whizzl Account” to register an account.
Step 2:
Fill in the information and click on the checkbox to agree to the “Terms of Use & Privacy Policy”.
Step 3: Click “Sign Up”.
Step 4: After Step 3, a Secure Code will be sent to your phone.
Step 5: Insert the Secure Code to complete the sign-up process.
Whizzl Management Dashboard
Access Management Dashboard in Whizzl App
In your community page, you will see a menu button on the top right side.
To go to the Management Dashboard, click on the 3 dots button and select “Manage”.
Access Management Dashboard in Web
Management Dashboard URL: business.whizzl.com
You are required to log into your registered “Whizzl Email” and key in your “Password”.
Select either “Place” or “Community” that is under your management.
Dashboard
Basic information of your “Community Profile” will be displayed. Also, you can view “Today’s Statistic”, “Statistic of Emoticons” and other “Statistics”.
On the left panel, you will see features such as: “People”, “Post”, “CMS”, “Statistic” and “Organization”.
Language
Whizzl Management Dashboard currently provides support in 3 languages: English, Chinese and Malay.
My Profile
When you sign in to your Whizzl Account, the profile image icon will display on the top right, next to your login name. Click on the profile image to see “My Profile”, “Terms of Use” and “Privacy Policy”.
In “My Profile”, you are allowed to manage your info, activity and password and upload your “Profile Photo”.
Update your Profile
To update your profile, click on and update your profile accordingly.
Change your password
To change your password, go to “My Profile” > “Change Password”. Then, insert the “Current Password”, enter your “New Password” and “Confirm New Password”, click “Submit” to complete the password change.
Profile Info
Go to “Project Info” to view basic information of the project.
Site Record
Site Record is designated to simplify the workflow at construction site by tracking the stages of workflow processes during development progress.
Site Record Module is available to track the following processes:
- Request for Information (RFI)
- Clash Report
- Shop-Drawing
- Consultant Instruction
- Site Memo
- Non-Compliance Report (NCR)
- Method Statement
- Material Submission
- Progress Report
- Claim Submission
- Meeting Minutes
Tracking items with Site Record
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Request for Information (RFI)
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Request for Information which enables the Contractor to collect written information from related Consultants to gather information and take remedial steps. There is a status indicator in this sub-module, allowing the Contractor and other Stakeholders to check the status.
Types of Status:
Pending - A record is created but pending reply from the Assigned Consultant.
Replied - The record has been replied by the Assigned Consultant.
In Progress - The Assigned Consultant has received the requisition and is preparing the reply.
Closed - The record has been reviewed and closed by Contractor.
Overdue - There’s no action taken before the due date by Assigned Consultant.
Assigned to you - The record can be assigned to the respective Consultant(s).
Read Status shows you who has reviewed the information record.
Response to a Requisition
As a Consultant, you can respond to a Request for Information record from Contractors.
Step 1: Click on action button “…” to select “Record Information”.
Step 2: In the record information, click “Actions”.
Step 3: Select “Set to In Progress”.
Step 4: When the record status changes to “In Progress”, click again on “Actions”.
Step 5: Select “View Details”.
Step 6: Now, you can reply to the Requisition by filling up the form. Click “Reply” to complete.
If you find that the record has been wrongly assigned to you, you can re-assign the record to the respective Stakeholder.
Step 1: In the record information click “Actions”, select “Re-assign”.
Step 2: Select a Stakeholder Type and a Stakeholder to assign this record.
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Clash Report
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Clash Report is similar to RFI and it is raised by the BIM Consultant/BIM Coordinator. There is a status indicator in this sub-module, allowing the Contractor and other Stakeholders to check the status.
Types of Status:
Pending - A record is created but pending reply from the Assigned Consultant.
Replied - The record has been replied by the Assigned Consultant.
In Progress - The Assigned Consultant has received the requisition and is preparing the reply.
Closed - The record has been reviewed and closed by BIM Consultant/BIM Coordinator.
Overdue - There’s no action taken before the due date by Assigned Consultant.
Assigned to you - The record can be assigned to the respective Consultant(s).
Create a New Record
As a BIM Consultant, you can create a new Clash Report with the related Consultant.
Step 1: Click “+ Create New Record”.
Step 2: You can create new record by selecting a suitable template, stating your request, assigning to a specific Stakeholder and cc to relevant Stakeholder(s), attaching file/document and others.
Step 3: Click “Submit” to complete the process.
Review a Record
As a Consultant you can review a Clash Record created by the BIM Consultant.
Step 1: Click on action button “…” to select “Record Information” or “Submission List”.
Step 2: In the “Submission List”, you may select a record that you wish to review and click on action button “…” to “View Details”.
Response to a Requisition (Assigned Consultant)
A Consultant can respond to a requisition when the BIM Consultant raises a Clash Report.
Step 1: Click “Actions”, select “Record Information”.
In the Record Information, a Consultant is allowed to take action on the record.
Step 2: Click “Actions”, select “Set to In Progress”.
Step 3: When the record status changes to “In Progress”, click again on “Actions”.
Step 4: Select “View Details”.
Step 5: Now, you can reply to the Requisition by filling up the form. Click “Reply” to complete.
If you find that the record has been wrongly assigned to you, you can re-assign the record to the respective Stakeholder.
Step 1: Click “Actions”, select “Record Information”.
Step 2: Click “Actions”, select “Re-assign”.
Step 3: Select a Stakeholder Type and a Stakeholder to assign this record.
Response to a Requisition (BIM Consultant)
When the Assigned Consultant replies to your record, you can then change the record’s status.
Step 1: Click “Record Information”.
Step 2: Click “Actions”, select “Set to Closed” or “Request to Review” to change the status of the record.
Select “Request to Review” and you are required to leave a comment on this action.
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Shop-Drawing
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Shop-Drawing is produced by Contractors. The shop drawing is the Manufacturer's or the Contractor's drawn version of information as shown in the construction documents. The Shop Drawing normally shows more details than the construction documents. There is a status indicator in this sub-module, allowing the Contractor and other Stakeholders to check the status.
Types of Status:
Pending - A record is created but pending reply from the Assigned Consultant.
Approved – The Assigned Consultant has approved the Shop-Drawing.
Overdue - There’s no action taken before the due date by Assigned Consultant.
Request for Review – The Consultant has rejected the record and the Contractor needs to Review again
Accepted – The record is accepted by the Consultant with Remarks.
Assigned to you - The record can be assigned to the respective Consultant(s).
Read Status shows you who has reviewed the information record.
Review a Record
As a Consultant you can review the Shop-Drawing created by Contractor.
Click on action button “…” to select “Record Information” and review the record details.
Response to a Requisition
If there is a Shop-Drawing assigned to you, you can change the record status.
Step 1: Click on action button “…” to select “Record Information”.
Step 2: Click on “Actions” button and select the action you want.
Action’s Definition:
Approved – Reviewed and approved the Shop-Drawing
Request for Review – Rejected the Shop-Drawing with Remarks
Accepted – Accepted the Shop-Drawing with Remarks
If you find that the record has been wrongly assigned to you, you can re-assign the record to the respective Stakeholder.
Step 1: Click “Actions”, select “Record Information”.
Step 2: Click “Actions”, select “Re-assign”.
Step 3: Select a Stakeholder Type and a Stakeholder to assign this record.
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Site Memo
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Site Memo is the Memorandum, or Memo, used primarily as a formal, physical means of efficient communication between site staff members. It’s raised by the Consultant to Contractor. There is a status indicator in this sub-module that allows the Contractor to check the status.
Types of Status:
Pending - A record is created but pending reply from the Assigned Consultant.
In Progress - The Assigned Consultant has received the requisition and is preparing the reply.
Replied - The record has been replied by the Assigned Consultant.
Closed - The record has been reviewed and closed by Contractor.
Overdue - There’s no action taken before the due date by Assigned Consultant.
Read Status shows you who has reviewed the information record.
Create a New Record
As a Consultant, you can create Site Memo to the Contractor.
Step 1: Click on “+ New Form”.
Step 2: You can create new record by selecting a suitable template, stating your request, assigning to specific Stakeholder and cc to relevant Stakeholder(s), attaching file/document and others.
Step 3: Click “Submit” to complete the process.
View a Record
You can view a record to see the reply from the Contractor regarding your Site Memo.
Step 1: Click on action button “…” to select “Record Information” or “Submission List”.
Step 2: In the “Submission List” you may select a record that you wish to review and click on action button “…” to “View Details”.
Response to a Requisition
When the Contractor replies to your record, you can change the status of the record.
Step 1: In the “Record Information”, click “Actions”.
Step 2: Select “Set to Closed” or “Request to Review” to change the status of the record.
Select “Request to Review” and you are required to leave a comment on this action.
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Non- Compliance Report (NCR)
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Non-Compliance Report is a construction-related document that addresses specification deviation or work that fails to meet quality standards. There is a status indicator in this sub-module that allows the Contractor to check the status.
Types of Status:
Pending - A record is created but pending reply from the Assigned Consultant.
In Progress - The Assigned Consultant has received the requisition and is preparing the reply.
Replied - The record has been replied by the Assigned Consultant.
Closed - The record has been reviewed and closed by Contractor.
Overdue - There’s no action taken before the due date by Assigned Consultant.
Read Status shows you who has reviewed the information record.
Create a New Record
As a Consultant, you can create a NCR report for the Contractor.
Step 1: Click “+ New Record”.
Step 2: You can create new record by selecting a suitable template, stating your request, assigning to a specific Stakeholder and cc to relevant Stakeholder(s), attaching file/document and others.
Step 3: Click “Submit” to complete the process.
View a Record
You can view a record to see the reply from the Contractor regarding your Site Memo.
Step 1: Click on action button “…” to select “Record Information” or “Submission List”.
Step 2: In the “Submission List” you may select a record that you wish to review and click on action button “…” to “View Details”.
Response to a Requisition
When the Contractor replies to your record, you can change the status of the record.
Step 1: In the “Record Information”, click “Actions”.
Step 2: Select “Set to Closed” or “Request to Review” to change the status of the record.
Select “Request to Review” and you are required to leave a comment on this action.
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Consultant Instruction
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Consultant Instruction - A site instruction is a formal instruction typically issued by Architect/ Engineers with directives to main contractor. Site instructions fall outside the scope of the original contract and require further directions for crews to complete. Site instructions come down through the chain of command from Architect/Engineers to contractor. This flow of communication MUST be formalized to ensure that contractors are aware and adequately paid out for this change. There is a status indicator in this sub-module that allows the Contractor to check the status.
Type of Status:
Read Status shows you who has reviewed the information record.
Create a New Record
As a Consultant, you can create a Consultant Instruction for Contractor to refer.
Step 1: Click “+ New Form”.
Step 2: You can create new record by stating your request, assigning to a specific Stakeholder and cc to relevant Stakeholder(s), attaching file/document and others.
Step 3: Click “Submit” to complete the process.
Review Comments from respective Contractor
You can view the Record Information to check Contractor’s comments.
Step 1: Click on action button “…” to select “Record Information”.
Step 2: You could review the comments at the right side of the record information.
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Method Statement
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Method Statement is a description of how the work will be carried out accurately and safely. These documents are usually used to provide information to workers about how the work should be executed with safety precautions. There is a status indicator in this sub-module that allows the Contractor to check the status.
Types of Status:
Pending - A record is created but pending reply from the Assigned Consultant.
In Progress - The Assigned Consultant has received the requisition and is preparing the reply.
Replied - The record has been replied by the Assigned Consultant.
Overdue - There’s no action taken before the due date by Assigned Consultant.
Assigned to you - The record can be assigned to the respective Consultant(s).
Read Status shows you who has reviewed the information record.
Review a Record
As a Consultant you can review a Method Statement created by Contractor.
Step 1: Click on action button “…” to select “Record Information” or “Submission List”.
Step 2: In the “Submission List” you may select a record that you wish to review and click on action button “…” to “View Details”.
Response to a Requisition
A Consultant can respond to a requisition when the Contractor raises a Method Statement.
Step 1: In the “Record Information”, click “Actions”.
Step 2: Select “Set to In Progress”.
Step 3: When the record status changes to “In Progress”, click again on “Actions”.
Step 4: Select “View Details”.
Step 5: Now, you can reply to the Requisition by filling up the form. Click “Reply” to complete.
If you find that the record has been wrongly assigned to you, you can re-assign the record to the respective Stakeholder.
Step 1: In the record information, click “Actions”, select “Re-assign”.
Step 2: Select a Stakeholder Type and a Stakeholder to assign this record.
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Material Submission
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Material Submission in construction management are shop-drawings, material data, samples and product details that are primarily required for architects and engineers to verify that correct product specifications will be used for the specific project. There is a status indicator in this sub-module that allows the Contractor to check the status.
Types of Status:
Pending - A record is created but pending reply from the Assigned Consultant.
In Progress - The Assigned Consultant has received the requisition and is preparing the reply.
Replied - The record has been replied by the Assigned Consultant.
Closed - The record has been reviewed and closed by Contractor.
Overdue - There’s no action taken before the due date by Assigned Consultant.
Assigned to you - The record can be assigned to the respective Consultant(s).
Read Status shows you who has reviewed the information record.
Review a Record
As a Consultant you can review a Method Statement created by Contractor.
Step 1: Click on action button “…” to select “Record Information” or “Submission List”.
Step 2: In the “Submission List” you may select a record that you wish to review and click on action button “…” to “View Details”.
Response to a Requisition
A Consultant can respond to a requisition when the Contractor raises a Material Submission.
Step 1: In the “Record Information”, click “Actions”.
Step 2: Select “Set to In Progress”.
Step 3: When the record status changes to “In Progress”, click again on “Actions”.
Step 4: Select “View Details”.
Step 5: Now, you can reply to the Requisition by filling up the form. Click “Reply” to complete.
If you find that the record has been wrongly assigned to you, you can re-assign the record to the respective Stakeholder.
Step 1: In the record information click “Actions”, select “Re-assign”.
Step 2: Select a Stakeholder Type and a Stakeholder to assign this record.
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Progress Report
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Progress Report is an effective client communication and project management system to keep the client well informed on the actual progress of the project. The Progress Report helps to facilitate
Types of Status:
Ahead – The project completion is ahead of time.
Delay – The project’s progress is delayed.
On-Time – The project is completed on-time.
Read Status shows you who has reviewed the information record.
Review a Record
As a Consultant you can review the Progress Report created by Contractor.
Step 1: Click on action button “…” to select “Record Information”.
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Claim Submissio
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Claim Submission refers to the claims for payment being made progressively upon completion of works. Usually, the contract will allow claims for payment at the completion of certain work stages. There is a status indicator in this sub-module that allows the Contractor to check the status.
Types of Status:
Pending - A record is created but pending reply from the Assigned Consultant.
In Progress - The Assigned Consultant has received the requisition and is preparing the reply.
Replied - The record has been replied by the Assigned Consultant.
Overdue - There’s no action taken before the due date by Assigned Consultant.
Acknowledged – The record has been acknowledged by Contractor.
Assigned to you - The record can be assigned to the respective Consultant(s).
Review a Record
As a Consultant, you can review a Clash Record created by the BIM Consultant.
Step 1: Click on action button “…” to select “Record Information” or “Submission List”.
Step 2: In the “Submission List” you may select a record that you wish to review and click “View Details”.
Response to a Requisition
A Consultant can respond to a requisition when the Contractor raises a Claim Submission.
Step 1: Click “Actions”, select “Set to In Progress”.
Step 2: When the record status changes to “In Progress”. Click again on “Actions”, select “View Details”.
Step 3: You can enter your message and click “Reply”.
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Meeting Minutes
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Meeting Minutes are written records during a meeting. They highlight the key issues that are discussed, motions proposed or voted on, and activities to be undertaken. There is a status indicator in this sub-module that allows the Contractor to check the status.
Type of Status:
Read Status shows you who has reviewed the information record.
Create a New Record
As a Contractor, you are allowed to create a new MOM record to all Stakeholders.
Step 1: Click “New MOM”.
Step 2: You can create a New MOM by entering your Meeting Description and uploading the
View a MOM Record
Step 1: Click “Actions”, select “Record Information”.
Step 2: You can view all the MOM details.
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General Questions
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General Questions
Review each Submission
As an Admin, you can review each submission for each sub-module by clicking action button “...” to view record information or submission list.
Enlarge and download file/image attached to the report or form
Step 1: You can click on the attached file/image.
Step 2: The attached file will be displayed in an enlarged size for easier viewing. It can be downloaded.
Generate Report from each sub-module
You can export the listing from each sub-module by clicking “Export” to “Export to Excel” or “send via Email”.
+Elite PM Guide (Admin)
How to install Whizzl?
Download & Installation
You may search “Whizzl” from Google Play, App Store or App Gallery.
Registration for a Whizzl Account
Step 1:
Click on “Create a Whizzl Account” to register an account.
Step 2:
Fill out all the information and tick the checkbox to agree with the “Term of Use & Privacy Policy”.
Step 3: Click on “Sign Up”.
Step 4: After clicking on “Sign Up”, a Secure Code will be sent to your phone number.
Step 5: Kindly insert the Secure Code to complete the sign-up process.
Whizzl Management Dashboard
Access Management Dashboard in Whizzl App
In your community page, you will see a menu button on the top right side.
To go to the Management Dashboard, click on the 3 dots button and select “Manage”.
Access Management Dashboard in Web
Dashboard Management URL: business.whizzl.com
You are required to log in with the registered “Whizzl Email” and “Password”.
You may choose the “Place” or “Community” that is under your management.
Dashboard
The basic information of your “Community Profile” will be displayed. Also, you may have a quick glance on “Today’s Statistic”, “Statistic of Emoticons” and other “Statistics”.
On the left panel, you will see the features: “People”, “Post”, “CMS”, “Statistic” and “Organization”.
Language
Whizzl Management Dashboard currently is supported in 3 languages: English, Chinese and Malay.
My Profile
When you sign in to your Whizzl Account, in the top right, beside your login name there is
, click on it and you can see “My Profile”, “Terms of Use” and “Privacy Policy”.
In “My Profile”, you are allowed to manage your info, activity and password. You are also allowed to upload “Profile Photo”.
Update your Profile
To update your profile, click on your profile and update accordingly.
Change your password
To change your password, you may go to “My Profile” > “Change Password”. Then, you are required to insert the “Current Password”, enter your “New Password” and “Confirm New Password”, click on “Submit” to complete the changed password.
Site Record
Before you start to use Site Record, you need to set up “Staff”.
Staff
When you have several people accessing your Whizzl Management Dashboard, you can set staff account roles and control their access to the Dashboard by setting permissions.Personals to Access Site Record Module
Admin - Admin of the Organization who can manage roles and other permissions on this Page. Admin also has full access and permission rights to manage all aspects of the Community.
Note: If you're adding a new Admin to your Community, please keep in mind that they'll have the same permission as you do to make changes to this Community.
Contractor – Main contractor.
Consultant – Refers to Architect, BIM Consultant, C&S Engineer, Interior Designer, Landscape Architect, M&E Engineer and Quantity Surveyor.
Add a New Staff to the Community
As an Admin, you can add a new admin by sending an invitation to a staff.
Step 1: Go to “People” > “Staff”, click on
Step 2: Enter Whizzl “Username/Email”, select “Role”. Click “Submit” to add new admin. Step 3: An email invitation to add as new admin will be sent to the staff.
Step 4: Click the link in the invitation email to accept the invitation.
Step 5: The staff can now log in to Whizzl Management Dashboard by using their “Username” and “Password”.
Profile Info
Setup Site Record
Go to “Site Record”, Select “Project Info” to proceed the setup for your Project.
You are required to fill up all compulsory fields to complete the setup
Manage Stakeholder
When you have several companies involved in the development which requires to access your Site Record Module, you can manage contractors and consultants’ companies who will access to the Dashboard.
Step 1: Select “Manage Stakeholder” under “Site Record”.
Step 2: Click “+ Add New Stakeholder”.Step 3: You are required to fill in all compulsory fields to update the Contractors and Consultants’ company details.
Step 4: Click “Save” to complete “Add Stakeholder”.Edit/ Delete a Stakeholder
You can always edit/ delete the Stakeholder(s)’s information.
Step 1: Click on “Actions”.
Step 2: Select “Edit” or “Delete” to manage the Stakeholder.
Add Staff in Stakeholders Company
Step 1: Click on “Actions”.
Step 2: Select “View Staff” to view Stakeholder Team.
Step 3: Click on
Step 4: Select a “Staff”. (You able to view full list of all staff who have been assigned role.)
Step 5: Select a Position for the staff.
Edit/ Delete staff for Stakeholder
You can always edit/delete the staff’s information under each Stakeholder’s profile.
Step 1: Select the “Stakeholder”.
Step 2: Click action button “…” to “Edit” / “Delete”.
Manage Templates
You may manage all documentation templates under “Manage Templates”.
A list of draft templates is available for review and usage.
Step 1: Go to “Manage Templates”.
Step 2: Select Template.
Step 3: Click on action button “…” > “Go to Template” to review the draft template.
You can edit the template as necessary, please refer to the following steps on how to edit the template.
Step 1: Click on “Actions” button.
Step 2: Select “Set to Draft”.
Step 3: Click on “Confirm”.
Step 4: Once the template’s status set to “Draft”, you can go to “Action”, select “Edit Template”.
You can customize all the template forms for Request for Information (RFI), Clash Report, Shop-Drawing Submission, Site Memo, Non-Compliance Report (NCR), Method Statement, Material Submission and Claim Submission.
Step 5: Click on
Step 6: Once you complete editing the form, you may go to “Actions”> “Set to Publish”.
In “Actions”> “Go to Template”, there’s “Quick Action” in the template which has the same functions as the action button “…”.
Create New Template
If the templates available are not suitable, you can always create new templates.
Step 1: Click on
Step 2: Enter a “Template Name” and select “Template Type”.
Step 3: You can change the “Template Status” based on the needs into “Draft”, “Published” & “Unpublished”.
Step 4: You can click on or drag and drop the components to build your document content.
Step 5: Click to complete edit Template.
General Question
Review on each Submission
As Admin, you can review on each submission for each sub-module by clicking actions button “...” to view for record information or submission list.
Generate Report from each sub-module
You can export the listing from each sub-module by clicking “Export” to “Export to Excel” or “send via Email”.
