CS-VUE Users Guide for
Condition Managers
© NZ Transport Agency
www.nzta.govt.nz
August 2014
CS-VUE USERS GUIDE FOR CONDITION MANAGERS:
CS-VUE is a web-based tool for the management of permits.
The internet address is: http://login.csvue.co.nz
Support regarding the use of CS-VUE is available at [email protected]
1 – LOG IN
Log in: As an authorised CS-VUE user, you will have been allocated a login name and password.
Enter these in the space provided, and then select the login button.
2 – NAVIGATING CS-VUE
There are 6 primary Tabbed Modules available in CS-VUE, see below.
Navigate to the “Projects” tab by clicking on Projects
Click on Projects Tab
The “Projects” function allows a user to set up, view and manage a group of permits or a group
of conditions across multiple permits.
A quick way to find the project is to type the start of the name into the name box and use search.
Otherwise you’ll need to work through the list until you find the right project.
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3 - MANAGE PROJECT
Clicking on the Manage Project
Icon:

Shows
the
permits,
number
conditions
of
and
also the compliance status.

Allows Sign-off and Snooze
of Conditions

Allows the Project Phase to
be changed
Above: shows the layout of the Manage Project window.
4 – SNOOZING CONDITIONS
Snoozing Conditions:
 Non-compliant
or
pending
conditions that are not ready to
be signed-off can be “snoozed”
for a specified period or until the
next action date.
 When a snooze date has been
reached,
an
automated
email
alert will be generated.
 If a condition is a recurring
‘action’ condition, it cannot be
snoozed past the next action
date. Must be signed off before
the
next
occurrence
can
be
snoozed.
 Conditions can be un-snoozed
for
sign-off
if
compliance
requirements are met before the
snooze date is reached.
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 Click
the
snooze
date
calendar to set the date
for the reminder.
 Write a note in the Snooze
Notes, that explains why
it is snoozed and the
action that is to be taken
with it comes of snooze
and
shows
as
non-
complying again.
 Pick
the
from
correct
name
drop
down
the
Permit
the
menu.
 To
notify
Manager (NZTA person)
5 – SIGN OFF CONDITIONS
 Click Snooze
 Signing

off
individual
conditions:
 Click Sign Off
 For multiple condition signoff
for the same reason, click the
boxes, then Sign-Off Selected
conditions
under
the
Compliance Management.
NOTE:
some
conditions
have
been set up as actions and
these need to be signed off
regularly, cannot be snoozed.
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Signing off conditions:
 Attached
evidence
of
compliance e.g. Photographs,
audit forms, Council Notices
etc.
by
uploading
scanning
them
them
and
using
the
Browse button [file limit size of
20MB]
 Write a note explaining the
attachments.
 Then click add attachment
 Fill out the Sign Off Note –
explaining how it is compliant
and the date.
Adding Compliance Data and Signoffs

The Conditions Manager will be responsible for monitoring the compliance status for each
condition.

Compliance data will be collated by the Conditions manager from sub-consultants/contractors
who are responsible for managing the delivery of consent conditions.

Compliance data includes evidential notes and attachments proving condition compliance.

No consent condition can be signed off unless the CS-VUE notes box contains evidence of the
decision to sign off.

Any type of digital document may be added to CS-VUE, however preferably documents that
cannot be edited should be added (such as PDF, Image files). The maximum file size is 20MB.

Attachments must be uploaded before the condition is signed off, as you cannot upload or
attach retrospectively.

For guidance or clarification with regards to sign-off requirements consult with NZTA CS-VUE
Specialists – email [email protected]
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Using the condition search function for
projects when the same conditions apply
to multiple permits:
Some consent decisions replicate a suite
of conditions across a number of
permits. To sign these off in a an
efficient manner, you can search for the
condition then use the multiple sign off
of selected condition function.

Go to manage project

Insert condition number and
search

Sign off conditions as per the
instructions above.
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6 – CHANGING THE PHASE OF A PROJECT
Phase
The Conditions Manger can change the phase of the permit in accordance with the progress of
the project.
By changing the phase e.g. pre-construction to construction, all permit conditions relevant to
construction will move from pending status to non-compliant and will require sign-off or
snoozing.
An automated email will be sent to those listed as receiving alerts for this permit, notifying
them of the new set of relevant conditions.
Using the Snooze function is one way to manage conditions that need multiple actions.
NOTE: if a condition crosses over multiple phases, assign it to the first phase
and reassign the phase as necessary so that compliance reminders continue. –
Use the drop down box to
Or set as “action” condition type with reoccurring actions.
change the project phase:
Also good to set up the conditions manager.
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7 - ALERTS TAB within PROJECT
Clicking on the Alert Icon:
Shows the following:

Non-compliant permits

Expiring permits within
varying timeframes

Lapsing permits
It is a simple place to track permits
See screen shot below.
Alerts Window from within a Project.
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8 – USEFUL TIPS
To see more:

Within the Permits Window
 Click on the
white area on
any line to
expand the
view.
 E.g. Line 2,
shows more
detail.

Within the Conditions Windows:
Clicking in the
condition window will
display additional
information.
 Condition Managers
 Sign-off’s
 Attachments etc.
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9. COMPLIANCE DASHBOARD – this function is useful to view progress on overall
compliance.
9.1 In the main window – select the Dashboard Tab
Click on Dashboard
9.2 Select Project Based Tab
Click Project Based
Make sure you
click show to see
the graphs.
Hint: once all the
graphs show, save
this as the default
view
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9.3 Select the project you wish to view:
Use the drop down menu select the
correct project
Then click show
9.4 Viewing the project phase and compliance.
The display shows:

# permits

# of permits due to
expire

Project phase

Degree of
compliance

Type of consents

Consent Managers
etc. that can be
changed of the drop
down menus.
Potentially a good tool
to include in monthly
progress reports on
projects.
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10. MOVING ON – changing jobs or roles
If you do change jobs or roles and will no longer be the condition manager for the contract, it is
important you let us know, so we can train your replacement and maintain security within the
system.
Please email [email protected] when this occurs.
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