Related Articles
Shop Drawing Log
Overview The install package scheduling system is designed to manage the workflow from shop drawing to installation using a "Pull Planning" technique. This pull planning system allows the field person to mark up shop drawings to create "Install ...
Work Package Profile Setup
This is where you define all your trades or shop departments. You may have departments such as Controls, Electrical, Mechanical, Sheet Metal, Framing, etc. To enter a profile click on the NEW PROFILE button. This will open a dialog box. Dialog ...
Workflow Setup
The screen has three workflows that you can setup. Drawing Shop Field Each one can have different workflow steps. Columns Step - this is the step number in sequence. The first step is the default when a new task is created. Drag ...
Mobile Setup
Enable Mobile Users Go to Setup | User Setup For each employee that is using the mobile system you need to: Make an entry (4 digit number) in the column "Employee PIN". Make a note of their Employee Code. Enable users on various modules as required: ...
User Setup
Use this screen to add/remove users from the system. Use must complete PERMISSIONS SETUP before attempting to use this screen. This screen has a default view that will show a number of columns for all employees. You can create your own views by ...