Helping you get started, quicker.
All users
Admin
Supervisor
Foreman
Note: For roles where a manager is required i.e. the "Supervisor" role, click on the "Pick" icon to search for and add a manager
Note: Use the "Show advanced filters" for quick filter/search options
Note: If your custom role is not immediately visible after creation, use the “Refresh” button to refresh the page
Note: you cannot edit "default" roles
Note: You can only delete custom roles
Note: Users can also be created at this point if you forgot to create them earlier! Simply click on the "Create new” button and proceed with the steps to create a new user
The below steps apply to People, Plant, Material and Location data.
Note: A green notification will confirm that the file is uploaded successfully
The below steps apply to People, Plant, Material and Location data.
The below steps apply to People, Plant, Material and Location data.
The below steps apply to People, Plant, Material and Location data.
The below steps apply to People, Plant, Material and Location data.
No!
Yes, you can! To delete an existing form, simply:
Yes you can! To copy an existing activity, simply:
Yes, you can! To clone an existing form, simply:
Note: [allocation activity only] You can clone either the form with data, or the form’s name only, to other days by pressing the corresponding button in the upper right corner.
Cloning a form allows you to make a duplicate of an already created form.
Cloning and copying are similar, but distinct.
The tasks that have been submitted will be located under a tab on the left-hand side of your screen labelled “Submissions”
Yes! You can search by the reference, creator, tag, or the status of the submission.
Yes! Next to the “All” tab, you have two other tabs. These are labelled “Approved/signed off” and “Rejected/cancelled”. To narrow your submission results, simply:
Yes! To filter your search, simply:
Note: Here can you filter by: Form status, Allocation status, the creator or form type.
To review a submission, click on a submitted allocation form