Site Work

Work records are a single instance of work requested or performed at a site. These can range from a simple inspection to complete removal.

A- Work Filters

This section allows you to check and uncheck boxes for the type of work records you would like displayed, allowing for easier navigation.

B - Add A Work Record Button

The add work button is what we’ll use to begin adding a work record. This opens a separate form where we can fill out work information. For more information see Adding a Work Record or Adding Multiple Work Records.

C - Work Overview

Here we have a brief view of a work’s information, and where to select work records. The record that you are currently viewing will be highlighted in green. There will be a colored dot to the left side of the panel, this indicates the current status of the work record and they are as follows:

• Yellow - The work has been requested, but not scheduled or completed

• Blue - The work has been scheduled and is not past its scheduled date.

• Red - The work is 30 days past its requested date or 1 day past its scheduled date

• Green - The work has been completed

D - Information Tabs

These are used to flip between different sections of the site screen. In order they are site, calls, work, benefits, and archive information.

E - Edit Work Button

If you need to edit or delete a work record press this button. For more information on deleting, see Deleting a Work Record.

F - Print Work Button

This allows you to print the data of the selected work record.

G - Work Information

A selected work record will show all its information in this pane, including a link to an associated call if applicable.

H - Work Comments

Here you can see all the comments that have been made as well as their date, time, and tags. You can also adjust the sort order in which comments appear. For more information see Work Comments.

I - Documents

Documents such as instructions or images can be uploaded using the Upload Files button.