Integrating Dokkit with simPRO

The steps to get you up and running with your compliance documents

Templates

Each of the templates have a number of codes that the system uses to create your Operation & Maintenance document. It is important that these codes are only edited by someone with the proper understanding of the system.

Short for time? Send us your current template and we’ll get it ready for the system to use for free!

The title cover sheet contains some dynamic information such as the Client Name, Site Address and the Project Collection Date and some static information such as your logo, web address and registration number.  As long as this document contains the necessary curly brackets codes the system will be able to process the information coming from simPRO. 

Some pre-designed cover sheets are available for download below or contact us if you need help designing something else. Be careful not to update or delete the entries in the table of contents, these are handled dynamically by the system.

 

Things to change:

Logo -delete the logo placement and insert your own

Website – update the web address www.ACMEcommercial.co.uk with your web address and your company address if needed

Registration – Update the registration number with your Companies House number or remove

Contacts Page – Update your company info with your full address. The elements in curly brackets will be auto updated each time

The Main Template holds the bulk of the text and the majority of which can be edited. The curly brackets shouldn’t be edited however they can be deleted or added. Please search through the document for ACME and change that to your company name or delete as appropriate.

Examples:

Scenario 1

You have downloaded the Fire Detection Main template and need to remove the ROUTINE TESTING paragraph within the PLANNED MAINTENANCE section

          {INDEX}.7 PLANNED MAINTENANCE

          {INDEX}.7.2 ROUTINE TESTING

          {INDEX}.7.3 PREVENTION OF FALSE ALARMS OF FIRE DURING ROUTING TESTING

Select the necessary paragraph including the curly brackets and delete it. You will now need to update the future indexing so:

          {INDEX}.7.3 PREVENTION OF FALSE ALARMS OF FIRE DURING ROUTINE TESTING

Should be updated to

          {INDEX}.7.2 PREVENTION OF FALSE ALARMS OF FIRE DURING ROUTINE TESTING

Including any subsequent {INDEX}.7.x elements.

 If you alter the high level headings e.g. 1.7, 4.2 etc. you will need to update the index page in the Title Cover Sheet. Lower level headings that are changed do not affect the index.

 

Scenario 2

You would like to add a new section heading at the end of the document to reflect a new government regulation. You download the Fire Detection Main template again and want to add a section after the RESIDUAL HAZARDS section.

          {INDEX}.11 RESIDUAL HAZARDS

You can add a section/s directly after:

          {INDEX}.12 FIRE & ASBESTOS

You can also add a nested entry:

          {INDEX}.12.1 CONTROL OF SUBSTANCES HAZARDOUS TO HEALTH (COSHH)

If you alter the high level headings e.g. 1.7, 4.2 etc. you will need to update the index page in the Title Cover Sheet. Lower level headings that are changed do not affect the index.

Should you encounter trouble with an updated template you can always revert to the original. Please contact us for details.

This page is used to display the headings of your attachment types. Please update with your logo taking care not to delete the codes in curly brackets. 

The Manufacturers Schedule is where the system shows all of the products used on a particular job. 

As with the other templates this file can be downloaded and edited. This is only a one page document as it only holds the table for the stock parts. The style of the table can be amended but it is imperative that the coded elements remain as they are.