User Guide. Table Of Contents. Logging In. Job Search. Job Information. Site Search & Logging A Job. Customer Search. Job Dashboard.

Transcription

1 User Guide Weblgic allws yu t access jb infrmatin via a web page. Giving yu real time updates, with the ptin t print reprts and infrmatin n/fr the jb. Table Of Cntents Lgging In Jb Search Jb Infrmatin Site Search & Lgging A Jb Custmer Search Jb Dashbard Qute Dashbard Qute (On-Line) Apprvals FAQ s V September 2016

2 Lgging In Once yu have typed in the crrect website address (URL) int yur internet brwser, yu will be presented with the lgin screen belw. Here yu will need t type yur WebLgic username and passwrd t access the system. 2

3 Jb Search When yu successfully lg in, yu are taken t the main screen. We are ging t start this guide by lking at the Jbs menu ptin. As shwn belw, this screen will display all yur current utstanding wrk (Based n the date ptins at the tp f the screen) The screen lads shwing yu all pen jbs that fall n r between the Start Date and the End Date. Here yu can search fr a range f jbs r single jbs that yu may need t find quickly. 1. Search This bx allws yu t search with multiple ptins (i.e. yu can search fr the jb number; the jb descriptin; the custmer; the site and rder number). 2. Jb Status This bx allws yu t select the status f the jb yu are searching fr. 3. Start Date Chse the date yu want t start the search frm (inclusive). 4. End Date Nw chse the date yu want the search t end (inclusive). 5. Search Buttn Click this t actin all yur chices. 6. Search Results This area displays the results f yur search. 7. Mbile Status This displays the engineers wrking n the jb & their current mbile status. Once yur results are displayed, yu simply click n a jb number t display further jb infrmatin. (The jb infrmatin screen is explained in detail n the next page) 3

4 Jb Infrmatin The jb infrmatin screen hlds all the infrmatin abut the selected jb, with shrtcuts t ther areas. (We ve split this screen up, s that we can explain all the ptins and infrmatin) In this part f the screen, yu have 3 sectins: Jb Details; Custmer Details and Site Details. 1. Jb Details In here yu will find the generic jb details including: Jb Number, Order number, Area, Task type and mre. 2. Custmer Details In this sectin yu will find yur custmer details, this includes yur address, telephne number, cntact and mre. Yu will als ntice that certain parts f the infrmatin are a different clur, this is t highlight that they are hyperlinks r shrtcuts. Fr example, the custmer name is displayed in blue, by clicking it this will pen anther screen which takes yu int the custmer recrd and als shws yu any attachments that have been added t the recrd. Yu will als find the Pstcde displayed in this way and again, if yu click n it, it will pen ggle maps and shw the lcatin f the custmer. 3. Site Details This is virtually identical t the custmer sectin, giving yu name and address infrmatin f yur sites. It als includes the same shrtcuts (hyperlinks) as the custmer recrd and will pen a detailed screen with attachments and the Ggle maps display with the pstcde. 4. Jb Descriptin This shws the brief descriptin f the jb. Alngside that, yu will find any Public Jb Ntes entered nt that jb. (Click the mre detail buttn t see the fully detailed ntes.) Cntinued... 4

5 Jb Infrmatin 5 5. Engineer Visits This sectin will display all the engineers that are currently allcated t the jb. It will als shw yu the latest status update, travel times and dates, labur times and dates, parts used, engineers ntes as well as signatures frm the JbLgic Mbile Sftware Jb Assets This sectin will display nly the assets related t the jb, with all the relevant infrmatin and any actins required. The full list f all site assets can be fund in the site infrmatin screen (see site search & lgging a jb sectin further in this guide). 7. Attachments Here yu can see any attachments added by the ffice r the engineer. Yu can als Attach electrnic files (pictures/spreadsheets/dcuments etc) shuld yur accunt allw it. 8. Invices The invice buttn will give yu access t any invices linked t the jb. 5

6 Sites Search & Lgging A Jb Using the menu at the tp right f the screen, we will nw lk at the Sites screen. 1 2 The sites search screen allws yu t quickly find and access the site yu are lking fr / wrking n. 1. Using the search bx and buttn, type in the name, pstcde, part f the address, site ID r accunt number (Yu dn t have t type it all in, yu can use part f any f that list). 2. Once yu have the site yu need, yu can click n the site number t access futher details such as; Site Details Full address, cntact name and cntact number, again with shrtcuts (hyperlinks) that will take yu int ther relevant sectins and ggle maps etc. Custmer Details Full details f the custmer the site is linked t. Public Site Ntes Any ntes that have been added t the jb and deemed public will be displayed here. Private Site Ntes Any ntes that are private will be displayed separately. Jb Histry A full histry f all jbs carried ut at that site. (These are accessible t lk at further details). Site Assets A cmprehensive list f all the assets, n site, are displayed in this sectin. Attachments Any items yu attach t the site here are available t view and/r dwnlad. cntinued... 6

7 Site Search & Lgging A Jb When yu are n the site details screen, yu will see a Lg Jb buttn in the tp right hand crner (If yu have this activated). This will allw yu t lg a jb t that site, with basic details. All yu have t prvide is the Jb Type, Task Type (If required), a brief descriptin f the jb; preferred appintment date with a time, rder number (if required), cntact and telephne number. Once yu have filled this in and hit the Save buttn, it will create the jb, with a jb number and alert the ffice that a jb has been lgged by a WebLgic user. 7

8 Jb Dashbard Weblgic has 2 unique dashbards that are designed t shw yu useful Jb and Qutatin Metrics (statistics). The Jb Dashbard screen has a number f infrmatin bxes shwing jb figures,results and engineer league tables fr cmpleted jbs, hurs wrked and prfitability. We believe they are quite self explanatry, hwever if yu g t ur user guide sectin n ur website (WebLgic Dashbard Rules Link), we have a Rules guide fr the dashbard. In there it will explain in detail hw the figures are calculated. 8

9 Qute Dashbard Just like the Jb Dashbard, yu have a Qute Dashbard which displays useful qute metrics (statistics). (WebLgic Dashbard Rules Link) Unlike the Jb Dashbard, this ne displays a mnetary value as well as qute numbers. 9

10 Qute Apprvals Using the Qutes tab at the tp f the screen, yu can see any qutes raised, with details and have the ability t apprve them nline. JbLgic will then alert the ffice that a qute has been apprved and autmatically upgrade it int a jb. Click n the Qutes tab at the tp f the screen t see the list f qutes. The range Awaiting Apprval buttn (tp right hand side f the qute) will clearly let yu knw which qutes are awaiting apprval. Click n the Qute Number t view the details & pricing. Using the Apprve r Reject buttn at the tp f the screen, yu can apprve the qute r reject it. When rejecting it, yu will be prmpted t give a reasn why. 10

11 FAQ s Hw can I access this system and can I d it remtely/ut in the field? Yu can access WebLgic with any PC, Tablet r mbile device that has a web brwser and an internet cnnectin. Can I see any cstings n the jb? N WebLgic nly displays jb infrmatin and times (except fr qutes which have sell prices). D I need t use a specific web brwser t use WebLgic? N WebLgic will wrk n mst majr brwsers, but chrme is ur preferred ptin. Wh sets the permissins n my accunt? The cmpany that have the JbLgic Desktp sftware cntrl all user permissins and access. JbLgic Zellig Custard Factry Gibb Street Digbeth Birmingham B9 4AA