Quick Tip Sheet. Log into your Web Portal at with your user name and password

Transcription

1 To Add Badge Holder: 3. Select: (+) located at the top right of the page 4. Place your cursor in the field for Badge / Sticker # 5. Scan in the 10-digit Badge number by placing the card over your desktop reader. The number will auto-populate in the field 6. Fill in all additional desired information for Badge Holder** 7. Click: SAVE **Note: You must enter a company, contract, and labor class from dropdowns to add badge holder, and you must have the company Contacts setup prior to assigning a badge holder to a company. See: Add a Company Company Labor Cost Edit or Delete a Badge Holder: 3. Use Search Box to enter Name, Company or Badge # to locate record to modify 4. To Edit: Click on edit pencil on the left, edit record as needed** 5. Click: SAVE 6. To Delete: Click the on trashcan on the left, verify that you want to delete record by selecting Yes, to cancel select No* *Note: All previous records will be retained in data for any deleted badge holders Do you want to delete Aaron Test?

2 Terminating/Suspending a Badge Holder: 3. Use Search Box to enter Name, Company or Badge # to locate record to modify 4. To Edit: Click on edit pencil on the left 5. Scroll down record to: Termination/Suspension bar 6. Click: Right dropdown arrow to open fields 7. Select: Badge Terminate/Suspension Date from Calendar Menu* 8. Add any desired notes 9. Click: SAVE Issuing Existing Badge Holder, a New Badge: 3. Use Search Box to enter Name or Company to locate record to modify 4. To Edit: Click on edit pencil on the left 5. Place your cursor in the field for Badge / Sticker # 6. Remove old Badge Number by highlighting number and deleting 7. Scan in the 10-digit Badge number by placing the card over your desktop reader. The number will auto-populate in the field 8. Click: SAVE 2

3 Quick Search: Find Badge Holder Record: 1. Click: CONTROLS 2. Click: Site Snapshot 2. Select: Date 3. Use Control F to populate a search box 4. Enter Name or Company to search, use arrows to toggle between multiple entries Quick Search: Find Badge Holder by Company: 1. Click: CONTROLS 2. Click: Activity Log 3. Select: Date 4. Select: Details 5. Use Control F to populate a search box 6. Enter Name to search, use arrows to toggle between multiple entries Adding Documents to Badge Holder Records: 1. Click: ADMIN 3. Use Search Box to enter Name, Company or Badge # to locate record to modify 4. Click: Edit pencil on the left of record 5. Scroll down to Documents section and click arrow on left to open 6. Click: Add New Document 7. Fill out Information, verification and category 8. Click: Blue + Choose button and browse to desired file to be uploaded and open. 9. Click: Blue Upload button 10: Click: Save 3

4 Viewing Badge Holder Photo Events: 1. Click: ADMIN 3. Use Search Box to enter Name, Company or Badge # to locate record to view 4. Click: Edit pencil on the left of record 5. Scroll down to Photos section and click arrow on left to open and view all clock photo events for badge holder Contacts Create a New Company: From the Home Company page Labor menu Cost on the left: 2. Click: Companies 3. Select: (+) button located at top right of page 4. Fill out Company information 5. Add: Parent Company 6. Add: Company Category 7. Add: CSI Division 8. Add: Trade Classification* 9. Click: SAVE and repeat as necessary for each company *Tip: Contracts are automatically created when you add a company. You can add additional Contracts and Trade Classifications. See: Add Labor Code Classification for a Company 4

5 Add Labor Code Classification for a Company: 2. Click: Site 3. Click: Wage Scale* 4. Select: (+) button located at top right of Site Wage Scale list 5. Add Labor Code and select options for Category, CSI Division, and Trade Classification** 6. Select: Desired Trade and Classifications 7. Click: Add - repeat as needed *Note: You must be assigned a role that has rights to Wage Scale to utilize this tool. See: User Role Matrix **Note use the main Site Wage Scale list to edit the Base Wage if needed. Create a New or Edit an Application User: 2. Click: Users* 3. Select: (+) button located at top right of page 4. Enter: Display Name / Username 5. Add Role: See User Role Matrix* 6. Add: Company and Check box if user is access allowed to Approve Labor 7. Click: SAVE at top right 8. Click: Change Password 9. Click: SAVE Edit or Change Password: 1. Click: Pencil on left of list 2. Edit record as required 3. Click: SAVE *Note: You must be assigned a role that has rights to User Management to utilize this tool. See: User Role Matrix 5

6 Approve/Edit Labor: 1. Click: CONTROLS 2. Click: Approve Labor 3. Use the Calendar icon on the top left to select the start date of the week desired to edit. All weeks run Monday to Sunday 4. Click: Search box to find the desired record 5. Click: Magnifying Glass for the record you want to edit 6. Edit hours in the Hours box 7. Click: Save button 6

7 Add Delays: 1. Click: CONTROLS 2. Click: Delays* 3. Select: (+) button located at top right of page 4. Add: Delay Subject, Location, and Descriptions 5. Select: Cause of Delay, Company Responsible, Company Impacted, and Delay Date 6. Click: Save button *Tip: Use the Cloud icon on the top left banner to download the current data to a excel document Adding: Building Materials/Concrete/Equipment/ Haul-Offs-----Blue Banner. Adding: Building Materials/Concrete/Equipment/Haul-Offs: 1. Click: CONTROLS 2. Click: Building Material, Concrete, Equipment, or Haul-Offs* 3. Select: (+) button located at top right of page 4. Fill out all desired information for the record** 5. Click: Save button 6. Click: Add Photo for any desired photos (Recordmust be saved prior to adding photos) 7. Click: Save button *Tip: Use the Cloud icon on the top left banner to download the current data to a excel document **Tip: You can add Equipment Deliveries and actual Equipment under the same Equipment tab 7

8 How to Run Dashboard Reports: 1. Click: REPORTING 2. Click: Dashboard Reports 3. Data will initially populate for all companies, contracts, and labor classes 4. Filter data as desired by Selecting from the drop-down boxes on the top of the report 5. Select: Desire Date Range 6. Use: More Options (grey box on top left of report) to produce Excel file downloads 7. Use the Tabs on the bottom to view selected data in various graph forms 8

9 How to Run Daily On-Site Reports: 1. Click: REPORTING 2. Click: Daily On-site or Daily On-site by Company 2. Place your cursor and click on Orange: Click Here to Open Daily On-site Report/Report by Company 3. When prompted: Enter Username and Password (provided by Site Administrator) 4. Select: Desired Date* 5. View or download report Click Here to open Daily On-Site Report *Tip: End date MUST be the day after end date you require. Ex. Report for 10/1/2017 to 10/15/2017: Select 10/1/2017 to 10/16/2017 for date range 9

10 Daily Report with Manpower Graph: Daily Site Snapshot: 10

11 User Role Matrix X 11