Site tools in the employee app

The Site row under Profile opens the tools you use on site. Choose the project you are working on, and the hub shows only the tools your permissions open on it. When there is no signal, what you record is saved on this phone and sent as soon as you are back online. Install the latest version of the app to get every tool described here.

Punch items

Punch items lists the snags found on site. Select New punch item, describe What is wrong, its Severity, Where (room, floor, panel) and when to Fix by, and Add a photo. Then Mark as fixed, Close (not by whoever fixed it), Accept as is or Reopen with a reason.

The photo is offered to site staff who run checklists or sign test certificates, not only to project managers. A punch item saved without a signal is sent without its photo; add it from the web later.

I/O points

I/O points lists the project's points. Search by tag or equipment, or filter by system, floor or panel, select points and Move them to Installed, Wired, Tested or Commissioned, with Pass or Fail for a test.

Goods received on site

Goods received on site records a supplier's delivery against its purchase order: enter the Purchase order number, the Quantity that arrived on each line, the supplier's delivery note number, then Record the receipt.

When your company turns on Inspect goods before they are posted, the receipt shows Waiting for inspection. If you may inspect receipts, the receipt says Tap to inspect. Tap it to open Inspect delivery:

1. Enter the Accepted quantity of each line, in the item's base unit. When you accept less than was delivered, say Why the rest was rejected.

2. Enter the Serial numbers of serial-tracked items, one per line or separated by commas, and an Inspection note if needed.

3. Select Record the inspection. The accepted goods are posted to stock at once, and what you did not accept goes back on the purchase order.

To refuse the delivery, enter 0 on every line. The app asks you to confirm Reject the whole delivery, and nothing is booked. An inspection needs a connection.

Delivery notes

Delivery notes shows what the store sent to the project. Open one that is On the way, enter the Quantity that arrived per line (say what is missing when less arrived), and Confirm receipt. Your location is attached to show where the delivery arrived.

Materials

Materials lists the material issued from the store to the project and what came back; filter by Issues or Returns. Select Issue material, choose the Store, the Date, the items and their quantities (and a task if you want to charge one), then Issue to the project. Without a signal the issue is kept on the phone and sent once you are back online, and it is never recorded twice.

To send unused material back, open the issue, select Return to store, enter the Quantity coming back on each line (no more than is left to return), then Record the return. A return needs a connection.

When your company turns on Save material issues as drafts first, the app answers "Material issue saved as a draft. Post it to move the stock." The issue shows Draft: nothing has left the store yet, and it cannot be returned. Open the draft and:

• select Post to take the material out of the store and book it to the project's cost; or

• select Cancel this draft, write a Reason (optional) and confirm. The issue stays on record with a Cancelled badge and the reason you gave, and it can no longer be posted.

Site logs

Site logs keeps permits, toolbox talks, safety observations and readiness checks: choose the Type, the Date, a Title, the People present and, for a permit, Valid until.

Checklists and the witness signature

Checklists shows the project's tests and checks. To start one on site, select Start a checklist, choose the Kind of check (such as Readiness, Site acceptance test (SAT) or Safety) and the Template when there is more than one for that kind. A Title (optional) left empty takes the template's name. Select Start, and the checklist opens. With no template for the kind, it starts empty. Starting needs a connection and the permission to run checklists.

Mark each item Pass, Fail (say why), N/A or Punch item, then Complete the checklist. A passed factory or site acceptance test shows Passed — waiting for the witness's signature: select Record the witness's signature, enter the Witness name and Witness company, hand the phone over to sign in the box, and Save the certificate. The same signature screen is used when the customer signs the acceptance of the project; it then asks for the Customer company instead.

Issues and customer acceptance

The hub also opens Issues & RFIs and Customer acceptance. See Issues and RFIs on site and Customer acceptance on the phone.

My tasks

The My work group under Profile also shows My tasks if you hold the process tasks permission: what the project process waits for from you or a role you hold, such as accepting a handover. Open shows what is still to do, marked Overdue once late; Done shows what you finished. Select Mark as done on a task, add a Note (optional) and confirm. The work itself is done on the web or its own screen. See My tasks.