Overview
Crisisworks provides tools to track costs and reconcile payments after emergencies. You can:
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The counters on the side keep track of how you are going:
| Counter | Description | Payment will be applied when finalised |
|---|---|---|
| Total | The total number of payments in the import file | - |
| New | The number of unprocessed payments — these need matching | No |
| Auto Matched | The number of payments successfully auto-matched by Crisisworks during the import. You can inspect these and leave them as-is, or you can override individual matches. | Yes |
| Verified | The number of payments you have manually matched. | Yes |
| Rejected | The number of payments to be ignored during this import | No |
At the top of the counters sidebar is a magnifying glass, which takes the user to a search interface where the user can search payment data by its data.
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To access the reports, click Overview > Reports > Recovery Reports
| Report | Description | |
|---|---|---|
| Finance - Recovery Cost Per Asset Class Summary | A report summarising costs per asset class. Please note - these costs are derived from Infrastructure Assessments only.
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| Finance - Recovery Cost Per Asset Summary | A report summarising costs per asset. Please note - these costs are derived from Infrastructure Assessments only. The actual cost is derived from the Finance Module.
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| Finance - Recovery Cost Per Infrastructure Resource Assignment | A report detailing the costs per resource assignment for Infrastructure Assessments. The actual cost is derived from the Finance Module. |
Running a report
- Navigate to the report you wish to run (Overview > Reports)
- Click Generate Report to generate a new report (or you can load previously-generated reports via the Snapshots menu item on the left-hand side)
- Select the event to report upon
- Configure the additional optional filters as required
- Select and deselect the columns as required for the output
- You can group by a particular column, and then order by another column.
- Click Run Report to execute the report
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Import file formats
Crisisworks CSV
CSV Heading | Description |
|---|---|
- | A unique identifier for the record |
amount | The value of the payment |
accountRef | The posting account |
lookup1 | Used for automatically matching data. This is configured onto lookup1 to work with auto-matching rule 1, which allows auto-matching for contractors that quote asset numbers. |
| lookup2 | A Crisisworks Item ID (e.g. Request ID). This is mapped to lookup2 to work with auto-matching rule 2, which allows auto-matching for contractors that quote Crisisworks record IDs. |
description | A descriptive text for the payment |
paymentDate | The date of payment |
paymentRef1 | A reference field for matching/filtering |
paymentRef2 | A reference field for matching/filtering |
paymentRef3 | A reference field for matching/filtering |
JD Edwards CSV
| Internal ID | CSV Heading | Description |
|---|---|---|
| id | - | A unique identifier for the record |
| amount | LT 1 Amount | The value of the payment |
| accountRef | Account Number | The posting account |
| lookup1 | Asset Number | Used for automatically matching data. This is configured onto lookup1 to work with auto-matching rule 1, which allows auto-matching for contractors that quote asset numbers. |
| lookup2 | Item ID | A Crisisworks Item ID (e.g. Request ID). This is mapped to lookup2 to work with auto-matching rule 2, which allows auto-matching for contractors that quote Crisisworks record IDs. |
| description | Explanation | A descriptive text for the payment |
| paymentDate | Batch Date | The date of payment |
| paymentRef1 | Sub-Ledger | A reference field for matching/filtering |
| paymentRef2 | Asset Number | A reference field for matching/filtering |
| paymentRef3 | Explanation | A reference field for matching/filtering |
Auto-matching rules
The following built-in auto-matching rules are included by default.
| # | Finance Ledger Item Table | Matches to | Comments |
|---|---|---|---|
| 1 | lookup1 | Asset.code | If the payment record contains an asset code in this field, Crisisworks will look for any matching records that are related to that asset. If any are found, the first record is auto-matched to this payment. This allows your contractors to quote the road's asset number to auto-allocate it to the damaged road in Crisisworks. There is typically only one impact assessment record per asset per event, which makes this a reliable method for working with contractors, especially if they already know the asset numbers as part of their daily work. |
| 2 | lookup2 | Register_Item.id | If the payment record contains an ID in this field, Crisisworks will look for any Crisisworks records in the current event with that ID. If it exists, it will be auto-matched. This rule allows contractors to quote the Impact Assessment, Request or Recovery Case ID in their invoice to auto-allocate their payment to that record. |
Additional auto-matching rules can be configured as required for customers with specialised requirements — contact our service desk for details.
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