http://wiki.roaddirect.co.nz/api.php?action=feedcontributions&feedformat=atom&user=User 2026-04-29T09:48:59Z User contributions MediaWiki 1.41.1 http://wiki.roaddirect.co.nz/index.php?title=Transition_and_Setup_Guide&diff=123 2024-05-02T03:58:49Z

<p>User: </p> <hr /> <div>__TOC__<br /> == Transition Process Recommendations ==<br /> As we know, change is a great thing, especially when going from paper-based systems to electronic. The [[eBoard]] and [[Tracking]] systems allow you to do that and offer a lot of advantages to all roles within your company. <br /> <br /> We’ve found that throwing it all out there and trying to transition everything at the same time isn’t usually the most prudent move. This guide provides a more detailed approach to your transition and is broken down into easy steps. Take as much or as little from this information as suits your company. <br /> <br /> This guide is the recommended approach to make the transition as smooth as we can for your company, and is based on prior experience. These steps have been road-tested in real-world TTM companies, so we've learnt the hard lessons for you. We've found that successfully learning and adopting this system is best done in steps. We realise there are a lot of steps involved in the process we've outlined, but this is an extremely comprehensive system (essentially an operating system for your company), so no need to rush things.<br /> <br /> To provide help, we have created this Wiki, which explains most of the major functions and how they work. Also, throughout the system there are green guide buttons ([[File:Help.png|green question mark|20x20px]]) located on most pages which provide more contextual help.<br /> <br /> At any time, you can make [mailto:help@roaddirect.co.nz contact] with us and we can provide tutorial videos and guidance to your team leaders via phone, email and/or virtual meeting sessions (e.g. via TeamViewer).<br /> <br /> The [[eBoard]] and [[Tracking]] systems are completely web-based, so there is nothing to install. All you need is an up-to-date browser, Chrome is preferred.<br /> <br /> When creating shortcuts to the Road Direct [[eBoard]] system, either on PC or mobile devices, save the shortcut after logging in, not before. If you forget the [https://eboard.roaddirect.co.nz eboard.roaddirect.co.nz] URL, you can also log in by going to [http://www.roaddirect.co.nz www.roaddirect.co.nz] and clicking “LOGIN” in the top right.<br /> <br /> == Step 1a: Logging in and setting up the [[eBoard]] ==<br /> '''Log in via:''' [https://eboard.roaddirect.co.nz eboard.roaddirect.co.nz]<br /> Once logged in:<br /> * Go to Resources ([[File:Toolbox.png|toolbox|33x33px]] icon in the navigation header )<br /> * Load in your [https://eboard.roaddirect.co.nz/resources/users Users]<br /> ** This includes Access Level (permissions), Qualifications etc<br /> ** For more information see [[Users]] and [[User Access Level]]<br /> * Load in your [https://eboard.roaddirect.co.nz/resources/vehicles Vehicles]<br /> ** This includes Make, Model, Licence required to operate, Road Level etc<br /> ** For more information see [[Vehicles]]<br /> * Load in your [https://eboard.roaddirect.co.nz/resources/clients Clients]<br /> ** If you want, we can assist by doing a manual bulk import from an export of any existing database/spreadsheet you might have, otherwise you can load these in one at a time<br /> <br /> == Step 1b: Setting up the [[Tracking]] System ==<br /> Go into the [https://billing.roaddirect.co.nz Tracking System] ($ icon in the navigation header) and load your [https://billing.roaddirect.co.nz/settings-products.php products], [https://billing.roaddirect.co.nz/settings-labourrates.php labour rates] and [https://billing.roaddirect.co.nz/settings-vehiclerates.php vehicle rates].<br /> <br /> We have created some default products, labour rates and vehicle rates there to give you an idea of what you might want and to potentially save you some time. You can add, edit and delete these to suit your needs, the idea is simply to give you an idea of what each setting does.<br /> <br /> When creating labour and vehicle rates, the names are crucial, so they make sense to your TTM workers when they are creating their tasks and recording their time. It's a good idea to include:<br /> * the role (e.g. TMA, AWVMS, Level 1 Truck, STMS, TC)<br /> * name of the (e.g. Isuzu Elf)<br /> * what it is used for (e.g. contract name or company name, helpful if you have different rates for different clients)<br /> <br /> Example 1<br /> * TMA (ABC Ltd) Mitsubishi Fuso<br /> * This shows what type of TTM role the vehicle is doing (TMA), who it is used for or the type type job (ABC Ltd) and the name of the vehicle.<br /> <br /> Example 2<br /> * Level 1 Sign Truck (Stop/Go) 2 man crew<br /> * This shows standard level 1 truck used for stop go. In this case, the name of the truck is omitted, as the same charge applies to any vehicle used for this role.<br /> <br /> Once you have those settings loaded, you can load a job on [[eBoard]] (via [[File:add job.png|blue plus]] button, located top-right on calendar) and click on &quot;Record Time&quot; via the the job's context menu. At this stage, you can have a play to see how your products and rates are working and where they appear in the [[Tracking]] System.<br /> <br /> This is a good way to understand the process and see what your staff will be expected to do. You'll also see the job in the [[Tracking]] System and how the system tracks the job.<br /> <br /> == Step 3: Operations and TMP Teams - Loading Jobs ==<br /> If you haven’t already, at this stage you will need to load in all the office staff that you expect to be using the system. Again, you can refer to [[Users]] and [[User Access Level]] for help on this.<br /> <br /> The first step is to get your office staff start loading jobs and understand how this process works, and to get a feel for using the [[Calendar|calendar]] view to manage jobs. It's also a good opportunity to get familiarised with some of the core functionality of the system. For example, once jobs are booked, TMP designers access the [https://eboard.roaddirect.co.nz/dashboard dashboard] (rather than calendar) to see which TMPs need actioned. All the information already loaded into the job is available for them, which saves time and increases the quality of information they have to create the TMP.<br /> <br /> '''At this stage, you should still be fully using your old system at the same time.''' It is a little bit of double-handling of information and duplication of effort, but it won't be for long and it will be well worthwhile. This gives you the time to learn the new processes while still having the comfort of knowing that you've got the old system to fall back on, just in case. It’s entirely up to you how long you spend on this step before moving to Step 4.<br /> <br /> == Step 4: TTM Workers - Viewing Jobs via [[eBoard]] ==<br /> If you haven’t already, at this stage you will need to load in all the TTM staff that you expect to be using the system and provide them with their login details. Again, you can refer to [[Users]] and [[User Access Level]] for help on this. <br /> <br /> The [[eBoard]] and [[Tracking]] System have both been designed to be used on mobile phones, but works just as well on tablets, so whether your TTM staff use their own devices ([[https://en.wikipedia.org/wiki/Bring_your_own_device BYOD]]), or are provided with a device and whether that device is a phone or tablet, anything will work fine.<br /> <br /> You should also ensure that all TTM staff have a shortcut link to the [[eBoard]] on their phones, as described in the [[Transition_and_Setup_Guide#Transition_Process_Recommendations|first section]].<br /> <br /> Now, by this step the office staff and TTM managers already know the system. Since the TTM workers use the same system, it makes coaching them a breeze. <br /> <br /> It is important that, as in the previous step and for the same reasons, for this transition period you give access to the [[eBoard]], but also run the old systems for field staff. We call this running dual systems. This means that if you're currently paper-based, then you should still be handing out physical printed copies of the TMPs, job cards and job packs. This way, field staff can be strongly encouraged to utilise the [[eBoard]], but they still have the safety and security of knowing that if they get flummoxed/confused, they have the system they're familiar with to fall back on. It's worth emphasising that, at their leisure, they can access all the information about their jobs from anywhere, at anytime. We have found that some staff ditched the old paper system within a day, but also that one staff member out of 10 didn't change until the old system was removed. These staff found it more difficult to transition, since they hadn't taken the time to learn when they had the safety net of the old system. The most important thing is the communication of this process of running &quot;dual systems&quot; for the transition period, and that at the end, they will no longer have access to the old system (be that paper-based or an alternative electronic system). So it's in their best interest to get familiar with the new system during this period, and raise any questions now. The duration of this transition period is, of course, up to you, but longer is not necessarily better, and we suggest keeping it short e.g. 1 week.<br /> <br /> Remember, this transition period is for the [[eBoard|'''eBoard''']] (not the [[Tracking]] System yet, that's next step), so at the end of this stage, your TTM workers will still be using their old system (e.g. paper records) for recording time and materials. It's the old way of providing TMPs and job information (e.g. printed job packs) which you will remove access to, because all of this will now be accessed via the [[eBoard]].<br /> <br /> Once everyone is happy with the processes so far (booking in jobs, allocating resources, creating TMPs, accessing job information via the [[Calendar|calendar]]), then it's time to move on to the next step.<br /> <br /> == Step 5a: TTM Workers - Recording Time and Gear via the [[Tracking]] System ==<br /> During this transition period, your TTM workers will use both the existing systems and also the [[Tracking]] System for recording time and gear used on jobs. Again, a 1 week transition period is recommended, stretched out to a maximum of 2 weeks. We recommend that invoicing for this period is done using the data collected from your existing systems, rather than the [[Tracking]] System, simply because it is likely to be more accurate (as staff are learning and making mistakes on the new [[Tracking]] System). It is important to have a firm cut-off date for the end of this transition period for the sake of invoicing. This way your invoicing staff will know whether to invoice based on numbers collected using the old system (prior to the cut-off date) or new system (after the cut-off date).<br /> <br /> == Step 5b: Invoicing Staff - Invoicing Jobs via the [[Tracking]] System ==<br /> During the same transition period as Step 5a, your invoicing team can be comparing the numbers (time &amp; materials) collected in the old system, with the numbers collected in the new system. This gives them a chance to familiarise themselves with the new format that these numbers are coming in via the [[Tracking]] System, whilst still having the comfort and security knowing that they can still invoice based on the old system. This is the time for managers to be vigilant and proactive in verifying that TTM workers are correctly recording their [[Tracking]] System tasks. This means checking that they've selected the correct task type and vehicle and/or labour type, as well as recording their time and equipment accurately. This information is absolutely essential for both the [[eBoard]] and [[Tracking]] System, for both Operations and Invoicing staff. Ensuring all this information is accurate and that TTM workers know what is expected is crucial for the success of moving past this transition period. Specific techniques to verify these details are provided in the next step.<br /> <br /> == Step 6: Verifying Correct Use of the [[eBoard]] and [[Tracking]] System ==<br /> Once you've completed all transition steps and everything is being done in the [[eBoard]] and [[Tracking]] System, there are a few quick easy ways to verify that things are ticking over as they should.<br /> <br /> Job bookings are the easiest to verify, they're either on the [[Calendar|calendar]] or they're not. If they are, you can verify the details are correct by:<br /> # What is displayed on the [[Calendar|calendar]]<br /> # The information displayed when hovering over the details on the [[Calendar|calendar]]<br /> # Opening and viewing the job in its entirety<br /> # If the Location is dark blue, that means one or more highly recommended fields have not been filled out (hover for details)<br /> <br /> Verifying that TTM workers are correctly recording tasks can be achieved 3 ways:<br /> # Task Status column on the [[eBoard]]<br /> #:* Roughly speaking, at the end of the day you want to see all &quot;C&quot;s (except for jobs still ongoing, which you can check the next morning)<br /> #:* Any other letter means the task is still open, so you can determine whether or not that is correct<br /> #:* You can hover on the letters to see more details about the task<br /> #:* An orange &quot;C&quot; means equipment left on-site. Again, this may or may not be expected, depending on the job, but it gives you oversight to make that determination<br /> # [https://billing.roaddirect.co.nz/drivers.php Drivers] page in the [[Tracking]] System<br /> #:* This shows a list of all tasks, both incomplete and complete (for that day only), grouped by TTM worker<br /> # [https://billing.roaddirect.co.nz Task Status] page in the [[Tracking]] System<br /> #:* This shows a list of all tasks, both incomplete and complete (for that day only), grouped by Task Status<br /> <br /> '''Tip:''' If you have office staff who are currently responsible for signing off timesheets at the end of each day, these are the people ideally suited to be going into the [[Tracking]] System and verifying that each TTM worker has correctly entered the details and submitted their task(s) for the day. The [https://billing.roaddirect.co.nz/drivers.php Drivers] page is perfect for this purpose. The best way for a TTM worker to determine if they've submitted their task(s) for the day is to go to their [https://billing.roaddirect.co.nz/mobile My Tasks] page, either via a bookmark, or the [[File:my tasks.png|road]] icon in the [[eBoard]] navigation header.<br /> <br /> == Transition Process Recommendations - On-site Record Mobile App ==<br /> The CoPTTM OSR app is a mobile app available for Android and Apple devices. This does require an install and it is available from the [https://play.google.com/store/apps/details?id=com.bluebayit.roaddirect_single Google Play Store] and [https://itunes.apple.com/nz/app/road-direct/id1035152614?mt=8 iTunes] (just search for &quot;Road Direct&quot;). If you have any promotional codes to use, these can be redeemed when purchasing the app. Another tip for purchasing the app for your staff is to use your company credit card to purchase App Store/iTunes vouchers (available from many different outlets, stationary stores, supermarkets etc) and then distribute those vouchers to your staff, that way you don't have to enter any company credit card details into staff phones.<br /> <br /> The Android/Google version of the app integrates with the [[eBoard]], allowing you to view your OSRs via eBoard and allowing jobs/sites to sync from eBoard onto the mobile app, thereby removing the need to load the site details into the app &quot;manually&quot;.<br /> Currently there is no integration between the iOS/Apple app and the [[eBoard]], however this is currently under active development.<br /> <br /> We do recommend doing this transition last, after you have completely phased in the [[eBoard]] and [[Tracking]] Systems, so you are not training staff on two different new systems at the same time.<br /> <br /> Whether you have a single person who will install the app on each phone, or if staff are installing it themselves, we have some [https://www.youtube.com/playlist?list=PLCA8zCuXB1qtp7LpMpO33a4aoERMmr0MC video guides] to watch.<br /> <br /> The key video to watch is [https://www.youtube.com/watch?v=MNYAEBdTK8Y&amp;list=PLCA8zCuXB1qtp7LpMpO33a4aoERMmr0MC&amp;index=3&amp;t=0s Road Direct app: Set up personal app settings (Android)]. If you've entered your settings correctly, then we can guide you through any teething issues very easily from there. Also if you like, for the first week or so, in addition to your own email address, you can also enter a &quot;mentoring&quot; email address (which we provide) in the Settings. We use the information sent to the mentoring email address to provide feedback on how your workers are using the app (e.g. do's and don'ts, ways to improve etc.). If this is something you'd be interested in, then let us know. Once you're happy with the way things are going, simply remove the mentoring email address from your settings.<br /> <br /> It is very important to ensure that the email address you enter in Settings (which will receive the records from the app) is secure and the one you want to stick with. Trying to change this after each phone is setup can be a hassle if you have a large amount of phones. Basically, have a good think about which address to use. For example, it could be a forwarder address which you can use to adjust the recipients, or your head office email, HS officer, Auditors etc.<br /> <br /> Create folders in your email application for 2-hourly checks, toolboxes and site handovers. Create rules based on the email subjects to automatically move the report emails into their corresponding folders. This makes it tidy and easy to review and see who is doing what. We also recommend periodically backing up these emails and then deleting them, depending on your volume and mailbox size.</div>

User http://wiki.roaddirect.co.nz/index.php?title=File:Help.png&diff=122 2024-05-02T03:57:28Z

<p>User: Green question mark indicating a link to a help resource is available</p> <hr /> <div>== Summary ==<br /> Green question mark indicating a link to a help resource is available</div>

User http://wiki.roaddirect.co.nz/index.php?title=Transition_and_Setup_Guide&diff=121 2024-05-02T03:53:57Z

<p>User: </p> <hr /> <div>__TOC__<br /> == Transition Process Recommendations ==<br /> As we know, change is a great thing, especially when going from paper-based systems to electronic. The [[eBoard]] and [[Tracking]] systems allow you to do that and offer a lot of advantages to all roles within your company. <br /> <br /> We’ve found that throwing it all out there and trying to transition everything at the same time isn’t usually the most prudent move. This guide provides a more detailed approach to your transition and is broken down into easy steps. Take as much or as little from this information as suits your company. <br /> <br /> This guide is the recommended approach to make the transition as smooth as we can for your company, and is based on prior experience. These steps have been road-tested in real-world TTM companies, so we've learnt the hard lessons for you. We've found that successfully learning and adopting this system is best done in steps. We realise there are a lot of steps involved in the process we've outlined, but this is an extremely comprehensive system (essentially an operating system for your company), so no need to rush things.<br /> <br /> To provide help, we have created this Wiki, which explains most of the major functions and how they work. Also, throughout the system there are green guide buttons ([[File:Help.png|green question mark]]) located on most pages which provide more contextual help.<br /> <br /> At any time, you can make [mailto:info@roaddirect contact] with us and we can provide tutorial videos and guidance to your team leaders via phone, email and/or virtual meeting sessions (e.g. via TeamViewer).<br /> <br /> The [[eBoard]] and [[Tracking]] systems are completely web-based, so there is nothing to install. All you need is an up-to-date browser, Chrome is preferred.<br /> <br /> When creating shortcuts to the Road Direct [[eBoard]] system, either on PC or mobile devices, save the shortcut after logging in, not before. If you forget the [https://eboard.roaddirect.co.nz eboard.roaddirect.co.nz] URL, you can also log in by going to [http://www.roaddirect.co.nz www.roaddirect.co.nz] and clicking “LOGIN” in the top right.<br /> <br /> == Step 1a: Logging in and setting up the [[eBoard]] ==<br /> '''Log in via:''' [https://eboard.roaddirect.co.nz eboard.roaddirect.co.nz]<br /> Once logged in:<br /> * Go to Resources ([[File:Toolbox.png|toolbox|33x33px]] icon in the navigation header )<br /> * Load in your [https://eboard.roaddirect.co.nz/resources/users Users]<br /> ** This includes Access Level (permissions), Qualifications etc<br /> ** For more information see [[Users]] and [[User Access Level]]<br /> * Load in your [https://eboard.roaddirect.co.nz/resources/vehicles Vehicles]<br /> ** This includes Make, Model, Licence required to operate, Road Level etc<br /> ** For more information see [[Vehicles]]<br /> * Load in your [https://eboard.roaddirect.co.nz/resources/clients Clients]<br /> ** If you want, we can assist by doing a manual bulk import from an export of any existing database/spreadsheet you might have, otherwise you can load these in one at a time<br /> <br /> == Step 1b: Setting up the [[Tracking]] System ==<br /> Go into the [https://billing.roaddirect.co.nz Tracking System] ($ icon in the navigation header) and load your [https://billing.roaddirect.co.nz/settings-products.php products], [https://billing.roaddirect.co.nz/settings-labourrates.php labour rates] and [https://billing.roaddirect.co.nz/settings-vehiclerates.php vehicle rates].<br /> <br /> We have created some default products, labour rates and vehicle rates there to give you an idea of what you might want and to potentially save you some time. You can add, edit and delete these to suit your needs, the idea is simply to give you an idea of what each setting does.<br /> <br /> When creating labour and vehicle rates, the names are crucial, so they make sense to your TTM workers when they are creating their tasks and recording their time. It's a good idea to include:<br /> * the role (e.g. TMA, AWVMS, Level 1 Truck, STMS, TC)<br /> * name of the (e.g. Isuzu Elf)<br /> * what it is used for (e.g. contract name or company name, helpful if you have different rates for different clients)<br /> <br /> Example 1<br /> * TMA (ABC Ltc) Mitsubishi Fuso<br /> * This shows what type of TTM role the vehicle is doing (TMA), who it is used for or the type type job (ABC Ltd) and the name of the vehicle.<br /> <br /> Example 2<br /> * Level 1 Sign Truck (Stop/Go) 2 man crew<br /> * This shows standard level 1 truck used for stop go. In this case, the name of the truck is omitted, as the same charge applies to any vehicle used for this role.<br /> <br /> Once you have those settings loaded, you can load a job on [[eBoard]] (via [[File:add job.png|blue plus]] button, located top-right on calendar) and click on &quot;Record Time&quot; via the the job's context menu. At this stage, you can have a play to see how your products and rates are working and where they appear in the [[Tracking]] System.<br /> <br /> This is a good way to understand the process and see what your staff will be expected to do. You'll also see the job in the [[Tracking]] System and how the system tracks the job.<br /> <br /> == Step 3: Operations and TMP Teams - Loading Jobs ==<br /> If you haven’t already, at this stage you will need to load in all the office staff that you expect to be using the system. Again, you can refer to [[Users]] and [[User Access Level]] for help on this.<br /> <br /> The first step is to get your office staff start loading jobs and understand how this process works, and to get a feel for using the [[Calendar|calendar]] view to manage jobs. It's also a good opportunity to get familiarised with some of the core functionality of the system. For example, once jobs are booked, TMP designers access the [https://eboard.roaddirect.co.nz/dashboard dashboard] (rather than calendar) to see which TMPs need actioned. All the information already loaded into the job is available for them, which saves time and increases the quality of information they have to create the TMP.<br /> <br /> '''At this stage, you should still be fully using your old system at the same time.''' It is a little bit of double-handling of information and duplication of effort, but it won't be for long and it will be well worthwhile. This gives you the time to learn the new processes while still having the comfort of knowing that you've got the old system to fall back on, just in case. It’s entirely up to you how long you spend on this step before moving to Step 4.<br /> <br /> == Step 4: TTM Workers - Viewing Jobs via [[eBoard]] ==<br /> If you haven’t already, at this stage you will need to load in all the TTM staff that you expect to be using the system and provide them with their login details. Again, you can refer to [[Users]] and [[User Access Level]] for help on this. <br /> <br /> The [[eBoard]] and [[Tracking]] System have both been designed to be used on mobile phones, but works just as well on tablets, so whether your TTM staff use their own devices ([[https://en.wikipedia.org/wiki/Bring_your_own_device BYOD]]), or are provided with a device and whether that device is a phone or tablet, anything will work fine.<br /> <br /> You should also ensure that all TTM staff have a shortcut link to the [[eBoard]] on their phones, as described in the [[Transition_and_Setup_Guide#Transition_Process_Recommendations|first section]].<br /> <br /> Now, by this step the office staff and TTM managers already know the system. Since the TTM workers use the same system, it makes coaching them a breeze. <br /> <br /> It is important that, as in the previous step and for the same reasons, for this transition period you give access to the [[eBoard]], but also run the old systems for field staff. We call this running dual systems. This means that if you're currently paper-based, then you should still be handing out physical printed copies of the TMPs, job cards and job packs. This way, field staff can be strongly encouraged to utilise the [[eBoard]], but they still have the safety and security of knowing that if they get flummoxed/confused, they have the system they're familiar with to fall back on. It's worth emphasising that, at their leisure, they can access all the information about their jobs from anywhere, at anytime. We have found that some staff ditched the old paper system within a day, but also that one staff member out of 10 didn't change until the old system was removed. These staff found it more difficult to transition, since they hadn't taken the time to learn when they had the safety net of the old system. The most important thing is the communication of this process of running &quot;dual systems&quot; for the transition period, and that at the end, they will no longer have access to the old system (be that paper-based or an alternative electronic system). So it's in their best interest to get familiar with the new system during this period, and raise any questions now. The duration of this transition period is, of course, up to you, but longer is not necessarily better, and we suggest keeping it short e.g. 1 week.<br /> <br /> Remember, this transition period is for the [[eBoard|'''eBoard''']] (not the [[Tracking]] System yet, that's next step), so at the end of this stage, your TTM workers will still be using their old system (e.g. paper records) for recording time and materials. It's the old way of providing TMPs and job information (e.g. printed job packs) which you will remove access to, because all of this will now be accessed via the [[eBoard]].<br /> <br /> Once everyone is happy with the processes so far (booking in jobs, allocating resources, creating TMPs, accessing job information via the [[Calendar|calendar]]), then it's time to move on to the next step.<br /> <br /> == Step 5a: TTM Workers - Recording Time and Gear via the [[Tracking]] System ==<br /> During this transition period, your TTM workers will use both the existing systems and also the [[Tracking]] System for recording time and gear used on jobs. Again, a 1 week transition period is recommended, stretched out to a maximum of 2 weeks. We recommend that invoicing for this period is done using the data collected from your existing systems, rather than the [[Tracking]] System, simply because it is likely to be more accurate (as staff are learning and making mistakes on the new [[Tracking]] System). It is important to have a firm cut-off date for the end of this transition period for the sake of invoicing. This way your invoicing staff will know whether to invoice based on numbers collected using the old system (prior to the cut-off date) or new system (after the cut-off date).<br /> <br /> == Step 5b: Invoicing Staff - Invoicing Jobs via the [[Tracking]] System ==<br /> During the same transition period as Step 5a, your invoicing team can be comparing the numbers (time &amp; materials) collected in the old system, with the numbers collected in the new system. This gives them a chance to familiarise themselves with the new format that these numbers are coming in via the [[Tracking]] System, whilst still having the comfort and security knowing that they can still invoice based on the old system. This is the time for managers to be vigilant and proactive in verifying that TTM workers are correctly recording their [[Tracking]] System tasks. This means checking that they've selected the correct task type and vehicle and/or labour type, as well as recording their time and equipment accurately. This information is absolutely essential for both the [[eBoard]] and [[Tracking]] System, for both Operations and Invoicing staff. Ensuring all this information is accurate and that TTM workers know what is expected is crucial for the success of moving past this transition period. Specific techniques to verify these details are provided in the next step.<br /> <br /> == Step 6: Verifying Correct Use of the [[eBoard]] and [[Tracking]] System ==<br /> Once you've completed all transition steps and everything is being done in the [[eBoard]] and [[Tracking]] System, there are a few quick easy ways to verify that things are ticking over as they should.<br /> <br /> Job bookings are the easiest to verify, they're either on the [[Calendar|calendar]] or they're not. If they are, you can verify the details are correct by:<br /> # What is displayed on the [[Calendar|calendar]]<br /> # The information displayed when hovering over the details on the [[Calendar|calendar]]<br /> # Opening and viewing the job in its entirety<br /> # If the Location is dark blue, that means one or more highly recommended fields have not been filled out (hover for details)<br /> <br /> Verifying that TTM workers are correctly recording tasks can be achieved 3 ways:<br /> # Task Status column on the [[eBoard]]<br /> #:* Roughly speaking, at the end of the day you want to see all &quot;C&quot;s (except for jobs still ongoing, which you can check the next morning)<br /> #:* Any other letter means the task is still open, so you can determine whether or not that is correct<br /> #:* You can hover on the letters to see more details about the task<br /> #:* An orange &quot;C&quot; means equipment left on-site. Again, this may or may not be expected, depending on the job, but it gives you oversight to make that determination<br /> # [https://billing.roaddirect.co.nz/drivers.php Drivers] page in the [[Tracking]] System<br /> #:* This shows a list of all tasks, both incomplete and complete (for that day only), grouped by TTM worker<br /> # [https://billing.roaddirect.co.nz Task Status] page in the [[Tracking]] System<br /> #:* This shows a list of all tasks, both incomplete and complete (for that day only), grouped by Task Status<br /> <br /> '''Tip:''' If you have office staff who are currently responsible for signing off timesheets at the end of each day, these are the people ideally suited to be going into the [[Tracking]] System and verifying that each TTM worker has correctly entered the details and submitted their task(s) for the day. The [https://billing.roaddirect.co.nz/drivers.php Drivers] page is perfect for this purpose. The best way for a TTM worker to determine if they've submitted their task(s) for the day is to go to their [https://billing.roaddirect.co.nz/mobile My Tasks] page, either via a bookmark, or the [[File:my tasks.png|road]] icon in the [[eBoard]] navigation header.<br /> <br /> == Transition Process Recommendations - On-site Record Mobile App ==<br /> The CoPTTM OSR app is a mobile app available for Android and Apple devices. This does require an install and it is available from the [https://play.google.com/store/apps/details?id=com.bluebayit.roaddirect_single Google Play Store] and [https://itunes.apple.com/nz/app/road-direct/id1035152614?mt=8 iTunes] (just search for &quot;Road Direct&quot;). If you have any promotional codes to use, these can be redeemed when purchasing the app. Another tip for purchasing the app for your staff is to use your company credit card to purchase App Store/iTunes vouchers (available from many different outlets, stationary stores, supermarkets etc) and then distribute those vouchers to your staff, that way you don't have to enter any company credit card details into staff phones.<br /> <br /> The Android/Google version of the app integrates with the [[eBoard]], allowing you to view your OSRs via eBoard and allowing jobs/sites to sync from eBoard onto the mobile app, thereby removing the need to load the site details into the app &quot;manually&quot;.<br /> Currently there is no integration between the iOS/Apple app and the [[eBoard]], however this is currently under active development.<br /> <br /> We do recommend doing this transition last, after you have completely phased in the [[eBoard]] and [[Tracking]] Systems, so you are not training staff on two different new systems at the same time.<br /> <br /> Whether you have a single person who will install the app on each phone, or if staff are installing it themselves, we have some [https://www.youtube.com/playlist?list=PLCA8zCuXB1qtp7LpMpO33a4aoERMmr0MC video guides] to watch.<br /> <br /> The key video to watch is [https://www.youtube.com/watch?v=MNYAEBdTK8Y&amp;list=PLCA8zCuXB1qtp7LpMpO33a4aoERMmr0MC&amp;index=3&amp;t=0s Road Direct app: Set up personal app settings (Android)]. If you've entered your settings correctly, then we can guide you through any teething issues very easily from there. Also if you like, for the first week or so, in addition to your own email address, you can also enter a &quot;mentoring&quot; email address (which we provide) in the Settings. We use the information sent to the mentoring email address to provide feedback on how your workers are using the app (e.g. do's and don'ts, ways to improve etc.). If this is something you'd be interested in, then let us know. Once you're happy with the way things are going, simply remove the mentoring email address from your settings.<br /> <br /> It is very important to ensure that the email address you enter in Settings (which will receive the records from the app) is secure and the one you want to stick with. Trying to change this after each phone is setup can be a hassle if you have a large amount of phones. Basically, have a good think about which address to use. For example, it could be a forwarder address which you can use to adjust the recipients, or your head office email, HS officer, Auditors etc.<br /> <br /> Create folders in your email application for 2-hourly checks, toolboxes and site handovers. Create rules based on the email subjects to automatically move the report emails into their corresponding folders. This makes it tidy and easy to review and see who is doing what. We also recommend periodically backing up these emails and then deleting them, depending on your volume and mailbox size.</div>

User http://wiki.roaddirect.co.nz/index.php?title=File:Toolbox.png&diff=120 2024-05-02T03:53:12Z

<p>User: Toolbox icon</p> <hr /> <div>== Summary ==<br /> Toolbox icon</div>

User http://wiki.roaddirect.co.nz/index.php?title=Quick_Start_Resources&diff=119 2024-05-02T03:49:49Z

<p>User: </p> <hr /> <div>This is a list of &quot;quick start&quot; resources for the Road Direct suite:<br /> * [[Transition and Setup Guide]]<br /> * [https://www.youtube.com/@roaddirectltd/playlists YouTube channel]</div>

User http://wiki.roaddirect.co.nz/index.php?title=Quick_Start_Resources&diff=118 2024-05-02T03:49:12Z

<p>User: </p> <hr /> <div>This is a list of &quot;quick start&quot; resources for the Road Direct suite:<br /> * [[Transition and Setup Guide]]<br /> * [https://www.youtube.com/@roaddirectltd/playlists YouTube channel]<br /> * [https://youtu.be/tBDdr7XokxM YouTube eBoard and Tracking Beginners Guide]</div>

User http://wiki.roaddirect.co.nz/index.php?title=MediaWiki:Homepage-url&diff=117 2024-05-02T03:47:45Z

<p>User: Created page with &quot;https://www.roaddirect.co.nz&quot;</p> <hr /> <div>https://www.roaddirect.co.nz</div>

User http://wiki.roaddirect.co.nz/index.php?title=Homepage-url&diff=116 2024-05-02T03:45:56Z

<p>User: Created page with &quot;https://www.roaddirect.co.nz/&quot;</p> <hr /> <div>https://www.roaddirect.co.nz/</div>

User http://wiki.roaddirect.co.nz/index.php?title=RoadDirect:About&diff=115 2024-04-29T00:08:38Z

<p>User: Created page with &quot;The Road Direct wiki will always be a work in progress, as the suite is ever developing. Any queries can be directed to [mailto:info@roaddirect.co.nz?subject=Inquiry%20From%20Wiki help@roaddirect.co.nz] You can find the Road Direct website [http://www.roaddirect.co.nz here]&quot;</p> <hr /> <div>The Road Direct wiki will always be a work in progress, as the suite is ever developing.<br /> <br /> Any queries can be directed to [mailto:info@roaddirect.co.nz?subject=Inquiry%20From%20Wiki help@roaddirect.co.nz]<br /> <br /> You can find the Road Direct website [http://www.roaddirect.co.nz here]</div>

User http://wiki.roaddirect.co.nz/index.php?title=About&diff=114 2024-04-29T00:06:44Z

<p>User: Created page with &quot;The Road Direct wiki will always be a work in progress, as the suite is ever developing. Any queries can be directed to [mailto:info@roaddirect.co.nz?subject=Inquiry%20From%20Wiki info@roaddirect.co.nz] You can find the Road Direct website [http://www.roaddirect.co.nz here]&quot;</p> <hr /> <div>The Road Direct wiki will always be a work in progress, as the suite is ever developing.<br /> <br /> Any queries can be directed to [mailto:info@roaddirect.co.nz?subject=Inquiry%20From%20Wiki info@roaddirect.co.nz]<br /> <br /> You can find the Road Direct website [http://www.roaddirect.co.nz here]</div>

User http://wiki.roaddirect.co.nz/index.php?title=MediaWiki:Sidebar&diff=112 2024-04-29T00:04:04Z

<p>User: </p> <hr /> <div>* navigation<br /> ** mainpage|mainpage-description<br /> ** How Do I|How Do I...?<br /> ** randompage-url|randompage<br /> ** recentchanges-url|recentchanges<br /> * External<br /> ** homepage-url|Road Direct Homepage<br /> ** https://bit.ly/rd_SOPs|SOPs/User Guides<br /> * SEARCH<br /> * TOOLBOX<br /> * LANGUAGES</div>

User http://wiki.roaddirect.co.nz/index.php?title=MediaWiki:Sidebar&diff=111 2024-04-29T00:02:41Z

<p>User: Created page with &quot;* navigation ** mainpage|mainpage-description ** homepage-url|Road Direct Homepage ** recentchanges-url|recentchanges ** randompage-url|randompage ** helppage|help * SEARCH * TOOLBOX * LANGUAGES&quot;</p> <hr /> <div>* navigation<br /> ** mainpage|mainpage-description<br /> ** homepage-url|Road Direct Homepage<br /> ** recentchanges-url|recentchanges<br /> ** randompage-url|randompage<br /> ** helppage|help<br /> * SEARCH<br /> * TOOLBOX<br /> * LANGUAGES</div>

User http://wiki.roaddirect.co.nz/index.php?title=MediaWiki:Mainpage&diff=110 2024-04-29T00:01:43Z

<p>User: Created page with &quot;Road Direct Wiki&quot;</p> <hr /> <div>Road Direct Wiki</div>

User http://wiki.roaddirect.co.nz/index.php?title=User_Access_Level&diff=109 2024-04-28T23:57:57Z

<p>User: 1 revision imported</p> <hr /> <div>== View User ==<br /> Recommended for depot TVs.<br /> &lt;ul&gt;<br /> &lt;li&gt;cannot record time or equipment&lt;/li&gt;<br /> &lt;li&gt;can view all jobs&lt;/li&gt;<br /> &lt;li&gt;cannot add/edit/delete/archive jobs&lt;/li&gt;<br /> &lt;li&gt;cannot see/change Settings or Resources&lt;/li&gt;<br /> &lt;li&gt;cannot see Dashboard&lt;/li&gt;<br /> &lt;li&gt;cannot see Office portal of the Tracking System&lt;/li&gt;<br /> &lt;/ul&gt;<br /> == Basic User ==<br /> Recommended for Field Staff.<br /> &lt;ul&gt;<br /> &lt;li&gt;can record time and equipment&lt;/li&gt;<br /> &lt;li&gt;can only view jobs they're allocated to&lt;/li&gt;<br /> &lt;li&gt;cannot add/edit/delete/archive jobs&lt;/li&gt;<br /> &lt;li&gt;cannot see/change Settings or Resources&lt;/li&gt;<br /> &lt;li&gt;cannot see Dashboard&lt;/li&gt;<br /> &lt;li&gt;cannot see Office portal of the Tracking System&lt;/li&gt;<br /> &lt;/ul&gt;<br /> == Basic User Plus ==<br /> Recommended for Field Staff.<br /> &lt;ul&gt;<br /> &lt;li&gt;same as Basic User, but can see all jobs&lt;/li&gt;<br /> &lt;/ul&gt;<br /> == TMP Designer ==<br /> &lt;ul&gt;<br /> &lt;li&gt;can record time and equipment&lt;/li&gt;<br /> &lt;li&gt;can add jobs&lt;/li&gt;<br /> &lt;li&gt;can only view and edit jobs they're allocated to (via TMP Status Dashboard)&lt;/li&gt;<br /> &lt;li&gt;can see Dashboard&lt;/li&gt;<br /> &lt;li&gt;can see Office portal of the Tracking System but cannot access Invoices or see financial information (e.g. cost/charge prices)&lt;/li&gt;<br /> &lt;li&gt;cannot see/change Settings or Resources&lt;/li&gt;<br /> &lt;li&gt;cannot delete/archive jobs&lt;/li&gt;<br /> &lt;/ul&gt;<br /> == TMP Designer Plus ==<br /> &lt;ul&gt;<br /> &lt;li&gt;same as TMP Designer, but can view/edit all jobs&lt;/li&gt;<br /> &lt;/ul&gt;<br /> == Operations User ==<br /> &lt;ul&gt;<br /> &lt;li&gt;can record time and equipment&lt;/li&gt;<br /> &lt;li&gt;can view, add, edit jobs&lt;/li&gt;<br /> &lt;li&gt;cannot archive or delete jobs&lt;/li&gt;<br /> &lt;li&gt;can see Dashboard&lt;/li&gt;<br /> &lt;li&gt;can see Office portal of the Tracking System but cannot access Invoices or see financial information (e.g. cost/charge prices)&lt;/li&gt;<br /> &lt;li&gt;can see and update Resources (Users, Vehicles and Clients)&lt;/li&gt;<br /> &lt;li&gt;can see and update some Settings (Job Booking Fields, TMP Templates, TMP Library and Special Event Dates)&lt;/li&gt;<br /> &lt;li&gt;cannot see or update some sensitive Settings (System Settings, Vehicle Check items, Hazard Register items or Daily Check List items)&lt;/li&gt;<br /> &lt;li&gt;can Disable users&lt;/li&gt;<br /> &lt;li&gt;cannot delete users or clients&lt;/li&gt;<br /> &lt;/ul&gt;<br /> <br /> == Invoicing ==<br /> &lt;ul&gt;<br /> &lt;li&gt;can record time and equipment&lt;/li&gt;<br /> &lt;li&gt;can view and edit jobs&lt;/li&gt;<br /> &lt;li&gt;can see Dashboard&lt;/li&gt;<br /> &lt;li&gt;can see Office portal of the Tracking System including Invoices and financial information (e.g. cost/charge prices)&lt;/li&gt;<br /> &lt;li&gt;can see and update Settings and Resources (including Users and Clients)&lt;/li&gt;<br /> &lt;li&gt;can add and edit Clients&lt;/li&gt;<br /> &lt;li&gt;cannot add or edit Users&lt;/li&gt;<br /> &lt;li&gt;cannot disable or delete users or clients&lt;/li&gt;<br /> &lt;li&gt;cannot delete/archive jobs&lt;/li&gt;<br /> &lt;/ul&gt;<br /> == Super Admin ==<br /> &lt;ul&gt;<br /> &lt;li&gt;can do anything/everything&lt;/li&gt;<br /> &lt;/ul&gt;<br /> == User Access Matrix ==<br /> &lt;table style=&quot;border-collapse:collapse;border:2px solid black;&quot;&gt;<br /> &lt;tr style=&quot;border-bottom:1px solid black&quot;&gt;<br /> &lt;th&gt;&lt;/th&gt;<br /> &lt;th&gt;&lt;/th&gt;<br /> &lt;th width=&quot;80px&quot; class=&quot;matrix-cell&quot;&gt;View User&lt;/th&gt;<br /> &lt;th width=&quot;80px&quot; class=&quot;matrix-cell&quot;&gt;Basic User&lt;/th&gt;<br /> &lt;th width=&quot;80px&quot; class=&quot;matrix-cell&quot;&gt;Basic User Plus&lt;/th&gt;<br /> &lt;th width=&quot;80px&quot; class=&quot;matrix-cell&quot;&gt;TMP Designer&lt;/th&gt;<br /> &lt;th width=&quot;80px&quot; class=&quot;matrix-cell&quot;&gt;TMP Designer Plus&lt;/th&gt;<br /> &lt;th width=&quot;80px&quot; class=&quot;matrix-cell&quot;&gt;Operations User&lt;/th&gt;<br /> &lt;th width=&quot;80px&quot; class=&quot;matrix-cell&quot;&gt;Invoicing&lt;/th&gt;<br /> &lt;th width=&quot;80px&quot; class=&quot;matrix-cell&quot;&gt;Super Admin&lt;/th&gt;<br /> &lt;/tr&gt;<br /> &lt;tr&gt;<br /> &lt;td rowspan=4 style=&quot;border-bottom:1px solid black&quot;&gt;Tracking System&lt;/td&gt;<br /> &lt;td&gt;Record Time&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;/tr&gt;<br /> &lt;tr&gt;<br /> &lt;td&gt;Record Equipment&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;/tr&gt;<br /> &lt;tr&gt;<br /> &lt;td&gt;View Office Mode&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;/tr&gt;<br /> &lt;tr style=&quot;border-bottom:1px solid black&quot;&gt;<br /> &lt;td&gt;View Financial Information&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;/tr&gt;<br /> <br /> &lt;tr&gt;<br /> &lt;td style=&quot;border-bottom:1px solid black&quot; rowspan=5&gt;eBoard Job&lt;/td&gt;<br /> &lt;td&gt;View&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔**&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔**&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;/tr&gt;<br /> &lt;td&gt;Add&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;/tr&gt;<br /> &lt;tr&gt;<br /> &lt;td&gt;Edit&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;/tr&gt;<br /> &lt;tr&gt;<br /> &lt;td&gt;Archive&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;/tr&gt;<br /> &lt;tr style=&quot;border-bottom:1px solid black&quot;&gt;<br /> &lt;td&gt;Delete&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;/tr&gt;<br /> <br /> &lt;tr&gt;<br /> &lt;td style=&quot;border-bottom:1px solid black&quot; rowspan=8&gt;eBoard Settings &amp; Resources&lt;/td&gt;<br /> &lt;td&gt;View&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;/tr&gt;<br /> &lt;td&gt;Edit&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;/tr&gt;<br /> &lt;tr&gt;<br /> &lt;td&gt;Add User&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;/tr&gt;<br /> &lt;tr&gt;<br /> &lt;td&gt;Edit User &lt;small&gt;(incl. enable/disable)&lt;/small&gt;&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;/tr&gt;<br /> &lt;tr&gt;<br /> &lt;td&gt;Reset Password&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;/tr&gt;<br /> &lt;tr&gt;<br /> &lt;td&gt;Delete User&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;/tr&gt;<br /> &lt;tr&gt;<br /> &lt;td&gt;Add &amp; Edit Client&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;/tr&gt;<br /> &lt;tr style=&quot;border-bottom:1px solid black&quot;&gt;<br /> &lt;td&gt;Archive Client&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✖&lt;/td&gt;<br /> &lt;td class=&quot;matrix-cell&quot;&gt;✔&lt;/td&gt;<br /> &lt;/tr&gt;<br /> <br /> &lt;/table&gt;<br /> <br /> &amp;#42;&amp;#42; only jobs they're allocated to<br /> <br /> == Pricing based on User Access Level ==<br /> &lt;ul&gt;<br /> &lt;li&gt;NZD$1+GST per day per user for users with access levels View User, Basic User and Basic User Plus (&lt;b&gt;field workers&lt;/b&gt;)&lt;/li&gt;<br /> &lt;li&gt;NZD$2+GST per day per user for users with access levels TMP Designer, TMP Designer Plus, Operations User, Invoicing and Super Admin (&lt;b&gt;office workers&lt;/b&gt;)&lt;/li&gt;<br /> &lt;/ul&gt;<br /> <br /> &lt;p&gt;<br /> So as an example, for 10 field workers and 3 office workers for a 30 day month the cost would be:<br /> &lt;br&gt;(10 users x $1 x 30 days) + (3 users x $2 x 30 days)<br /> &lt;br&gt;= 300 + 180 = $480.00 (excluding GST)<br /> &lt;/p&gt;<br /> <br /> &lt;p&gt;Users are billed for the days they are &quot;active&quot; (i.e. not disabled and not deleted).&lt;/p&gt;<br /> <br /> === Invoicing ===<br /> &lt;p&gt;Working from the example above, your invoice would show a '''Quantity''' of:<br /> &lt;ul&gt;<br /> &lt;li&gt;10 basic users x 30 days + 2 basic users x 5 days&lt;/li&gt;<br /> &lt;li&gt;300 &quot;user days&quot; + 10 &quot;user days&quot; = 310 basic user days / 30 days = '''10.33 basic user days''' (average per day over 30 days)&lt;/li&gt;<br /> &lt;li&gt;3 office users x 30 days + 1 office user x 20 days&lt;/li&gt;<br /> &lt;li&gt;90 &quot;user days&quot; + 20 &quot;user days&quot; = 110 office user days / 30 days = '''3.66 office user days''' (average per day over 30 days)&lt;/li&gt;<br /> &lt;/ul&gt;<br /> And your invoice would show a '''Unit Price''' of '''$30.00 for basic users''' ($1/day) and '''$60.00 for office users''' ($2/day)<br /> &lt;br&gt;Resulting in an invoice showing '''10.33''' basic user days (average) x '''$30''' + '''3.66''' office user days (average) x '''$60''' = $309.90 (basic users) + $219.60 (office users) = $529.50<br /> &lt;/p&gt;</div>

User http://wiki.roaddirect.co.nz/index.php?title=User&diff=107 2024-04-28T23:57:57Z

<p>User: 1 revision imported</p> <hr /> <div>Users have many attributes including:<br /> <br /> * Username<br /> * Personal details (name, date of birth, etc.)<br /> * Contact details<br /> * Contractual details<br /> * Drivers licence details<br /> * A set of true/false [[Competency|competencies]]<br /> * [[User Access Level|Access Level]]<br /> * Availability (records of annual leave, appointments, etc.)<br /> <br /> Users can be added and edited via the [[Users]] page.</div>

User http://wiki.roaddirect.co.nz/index.php?title=Transition_and_Setup_Guide&diff=105 2024-04-28T23:57:57Z

<p>User: 1 revision imported</p> <hr /> <div>__TOC__<br /> == Transition Process Recommendations ==<br /> As we know, change is a great thing, especially when going from paper-based systems to electronic. The [[eBoard]] and [[Tracking]] systems allow you to do that and offer a lot of advantages to all roles within your company. <br /> <br /> We’ve found that throwing it all out there and trying to transition everything at the same time isn’t usually the most prudent move. This guide provides a more detailed approach to your transition and is broken down into easy steps. Take as much or as little from this information as suits your company. <br /> <br /> This guide is the recommended approach to make the transition as smooth as we can for your company, and is based on prior experience. These steps have been road-tested in real-world TTM companies, so we've learnt the hard lessons for you. We've found that successfully learning and adopting this system is best done in steps. We realise there are a lot of steps involved in the process we've outlined, but this is an extremely comprehensive system (essentially an operating system for your company), so no need to rush things.<br /> <br /> To provide help, we have created this Wiki, which explains most of the major functions and how they work. Also, throughout the system there are green guide buttons ([[File:Help.png|green question mark]]) located on most pages which provide more contextual help.<br /> <br /> At any time, you can make [mailto:info@roaddirect contact] with us and we can provide tutorial videos and guidance to your team leaders via phone, email and/or virtual meeting sessions (e.g. via TeamViewer).<br /> <br /> The [[eBoard]] and [[Tracking]] systems are completely web-based, so there is nothing to install. All you need is an up-to-date browser, Chrome is preferred.<br /> <br /> When creating shortcuts to the Road Direct [[eBoard]] system, either on PC or mobile devices, save the shortcut after logging in, not before. If you forget the [https://eboard.roaddirect.co.nz eboard.roaddirect.co.nz] URL, you can also log in by going to [http://www.roaddirect.co.nz www.roaddirect.co.nz] and clicking “LOGIN” in the top right.<br /> <br /> == Step 1a: Logging in and setting up the [[eBoard]] ==<br /> '''Log in via:''' [https://eboard.roaddirect.co.nz eboard.roaddirect.co.nz]<br /> Once logged in:<br /> * Go to Resources ([[File:Toolbox.png|toolbox]] icon in the navigation header )<br /> * Load in your [https://eboard.roaddirect.co.nz/resources/users Users]<br /> ** This includes Access Level (permissions), Qualifications etc<br /> ** For more information see [[Users]] and [[User Access Level]]<br /> * Load in your [https://eboard.roaddirect.co.nz/resources/vehicles Vehicles]<br /> ** This includes Make, Model, Licence required to operate, Road Level etc<br /> ** For more information see [[Vehicles]]<br /> * Load in your [https://eboard.roaddirect.co.nz/resources/clients Clients]<br /> ** If you want, we can assist by doing a manual bulk import from an export of any existing database/spreadsheet you might have, otherwise you can load these in one at a time<br /> <br /> == Step 1b: Setting up the [[Tracking]] System ==<br /> Go into the [https://billing.roaddirect.co.nz Tracking System] ($ icon in the navigation header) and load your [https://billing.roaddirect.co.nz/settings-products.php products], [https://billing.roaddirect.co.nz/settings-labourrates.php labour rates] and [https://billing.roaddirect.co.nz/settings-vehiclerates.php vehicle rates].<br /> <br /> We have created some default products, labour rates and vehicle rates there to give you an idea of what you might want and to potentially save you some time. You can add, edit and delete these to suit your needs, the idea is simply to give you an idea of what each setting does.<br /> <br /> When creating labour and vehicle rates, the names are crucial, so they make sense to your TTM workers when they are creating their tasks and recording their time. It's a good idea to include:<br /> * the role (e.g. TMA, AWVMS, Level 1 Truck, STMS, TC)<br /> * name of the (e.g. Isuzu Elf)<br /> * what it is used for (e.g. contract name or company name, helpful if you have different rates for different clients)<br /> <br /> Example 1<br /> * TMA (ABC Ltc) Mitsubishi Fuso<br /> * This shows what type of TTM role the vehicle is doing (TMA), who it is used for or the type type job (ABC Ltd) and the name of the vehicle.<br /> <br /> Example 2<br /> * Level 1 Sign Truck (Stop/Go) 2 man crew<br /> * This shows standard level 1 truck used for stop go. In this case, the name of the truck is omitted, as the same charge applies to any vehicle used for this role.<br /> <br /> Once you have those settings loaded, you can load a job on [[eBoard]] (via [[File:add job.png|blue plus]] button, located top-right on calendar) and click on &quot;Record Time&quot; via the the job's context menu. At this stage, you can have a play to see how your products and rates are working and where they appear in the [[Tracking]] System.<br /> <br /> This is a good way to understand the process and see what your staff will be expected to do. You'll also see the job in the [[Tracking]] System and how the system tracks the job.<br /> <br /> == Step 3: Operations and TMP Teams - Loading Jobs ==<br /> If you haven’t already, at this stage you will need to load in all the office staff that you expect to be using the system. Again, you can refer to [[Users]] and [[User Access Level]] for help on this.<br /> <br /> The first step is to get your office staff start loading jobs and understand how this process works, and to get a feel for using the [[Calendar|calendar]] view to manage jobs. It's also a good opportunity to get familiarised with some of the core functionality of the system. For example, once jobs are booked, TMP designers access the [https://eboard.roaddirect.co.nz/dashboard dashboard] (rather than calendar) to see which TMPs need actioned. All the information already loaded into the job is available for them, which saves time and increases the quality of information they have to create the TMP.<br /> <br /> '''At this stage, you should still be fully using your old system at the same time.''' It is a little bit of double-handling of information and duplication of effort, but it won't be for long and it will be well worthwhile. This gives you the time to learn the new processes while still having the comfort of knowing that you've got the old system to fall back on, just in case. It’s entirely up to you how long you spend on this step before moving to Step 4.<br /> <br /> == Step 4: TTM Workers - Viewing Jobs via [[eBoard]] ==<br /> If you haven’t already, at this stage you will need to load in all the TTM staff that you expect to be using the system and provide them with their login details. Again, you can refer to [[Users]] and [[User Access Level]] for help on this. <br /> <br /> The [[eBoard]] and [[Tracking]] System have both been designed to be used on mobile phones, but works just as well on tablets, so whether your TTM staff use their own devices ([[https://en.wikipedia.org/wiki/Bring_your_own_device BYOD]]), or are provided with a device and whether that device is a phone or tablet, anything will work fine.<br /> <br /> You should also ensure that all TTM staff have a shortcut link to the [[eBoard]] on their phones, as described in the [[Transition_and_Setup_Guide#Transition_Process_Recommendations|first section]].<br /> <br /> Now, by this step the office staff and TTM managers already know the system. Since the TTM workers use the same system, it makes coaching them a breeze. <br /> <br /> It is important that, as in the previous step and for the same reasons, for this transition period you give access to the [[eBoard]], but also run the old systems for field staff. We call this running dual systems. This means that if you're currently paper-based, then you should still be handing out physical printed copies of the TMPs, job cards and job packs. This way, field staff can be strongly encouraged to utilise the [[eBoard]], but they still have the safety and security of knowing that if they get flummoxed/confused, they have the system they're familiar with to fall back on. It's worth emphasising that, at their leisure, they can access all the information about their jobs from anywhere, at anytime. We have found that some staff ditched the old paper system within a day, but also that one staff member out of 10 didn't change until the old system was removed. These staff found it more difficult to transition, since they hadn't taken the time to learn when they had the safety net of the old system. The most important thing is the communication of this process of running &quot;dual systems&quot; for the transition period, and that at the end, they will no longer have access to the old system (be that paper-based or an alternative electronic system). So it's in their best interest to get familiar with the new system during this period, and raise any questions now. The duration of this transition period is, of course, up to you, but longer is not necessarily better, and we suggest keeping it short e.g. 1 week.<br /> <br /> Remember, this transition period is for the [[eBoard|'''eBoard''']] (not the [[Tracking]] System yet, that's next step), so at the end of this stage, your TTM workers will still be using their old system (e.g. paper records) for recording time and materials. It's the old way of providing TMPs and job information (e.g. printed job packs) which you will remove access to, because all of this will now be accessed via the [[eBoard]].<br /> <br /> Once everyone is happy with the processes so far (booking in jobs, allocating resources, creating TMPs, accessing job information via the [[Calendar|calendar]]), then it's time to move on to the next step.<br /> <br /> == Step 5a: TTM Workers - Recording Time and Gear via the [[Tracking]] System ==<br /> During this transition period, your TTM workers will use both the existing systems and also the [[Tracking]] System for recording time and gear used on jobs. Again, a 1 week transition period is recommended, stretched out to a maximum of 2 weeks. We recommend that invoicing for this period is done using the data collected from your existing systems, rather than the [[Tracking]] System, simply because it is likely to be more accurate (as staff are learning and making mistakes on the new [[Tracking]] System). It is important to have a firm cut-off date for the end of this transition period for the sake of invoicing. This way your invoicing staff will know whether to invoice based on numbers collected using the old system (prior to the cut-off date) or new system (after the cut-off date).<br /> <br /> == Step 5b: Invoicing Staff - Invoicing Jobs via the [[Tracking]] System ==<br /> During the same transition period as Step 5a, your invoicing team can be comparing the numbers (time &amp; materials) collected in the old system, with the numbers collected in the new system. This gives them a chance to familiarise themselves with the new format that these numbers are coming in via the [[Tracking]] System, whilst still having the comfort and security knowing that they can still invoice based on the old system. This is the time for managers to be vigilant and proactive in verifying that TTM workers are correctly recording their [[Tracking]] System tasks. This means checking that they've selected the correct task type and vehicle and/or labour type, as well as recording their time and equipment accurately. This information is absolutely essential for both the [[eBoard]] and [[Tracking]] System, for both Operations and Invoicing staff. Ensuring all this information is accurate and that TTM workers know what is expected is crucial for the success of moving past this transition period. Specific techniques to verify these details are provided in the next step.<br /> <br /> == Step 6: Verifying Correct Use of the [[eBoard]] and [[Tracking]] System ==<br /> Once you've completed all transition steps and everything is being done in the [[eBoard]] and [[Tracking]] System, there are a few quick easy ways to verify that things are ticking over as they should.<br /> <br /> Job bookings are the easiest to verify, they're either on the [[Calendar|calendar]] or they're not. If they are, you can verify the details are correct by:<br /> # What is displayed on the [[Calendar|calendar]]<br /> # The information displayed when hovering over the details on the [[Calendar|calendar]]<br /> # Opening and viewing the job in its entirety<br /> # If the Location is dark blue, that means one or more highly recommended fields have not been filled out (hover for details)<br /> <br /> Verifying that TTM workers are correctly recording tasks can be achieved 3 ways:<br /> # Task Status column on the [[eBoard]]<br /> #:* Roughly speaking, at the end of the day you want to see all &quot;C&quot;s (except for jobs still ongoing, which you can check the next morning)<br /> #:* Any other letter means the task is still open, so you can determine whether or not that is correct<br /> #:* You can hover on the letters to see more details about the task<br /> #:* An orange &quot;C&quot; means equipment left on-site. Again, this may or may not be expected, depending on the job, but it gives you oversight to make that determination<br /> # [https://billing.roaddirect.co.nz/drivers.php Drivers] page in the [[Tracking]] System<br /> #:* This shows a list of all tasks, both incomplete and complete (for that day only), grouped by TTM worker<br /> # [https://billing.roaddirect.co.nz Task Status] page in the [[Tracking]] System<br /> #:* This shows a list of all tasks, both incomplete and complete (for that day only), grouped by Task Status<br /> <br /> '''Tip:''' If you have office staff who are currently responsible for signing off timesheets at the end of each day, these are the people ideally suited to be going into the [[Tracking]] System and verifying that each TTM worker has correctly entered the details and submitted their task(s) for the day. The [https://billing.roaddirect.co.nz/drivers.php Drivers] page is perfect for this purpose. The best way for a TTM worker to determine if they've submitted their task(s) for the day is to go to their [https://billing.roaddirect.co.nz/mobile My Tasks] page, either via a bookmark, or the [[File:my tasks.png|road]] icon in the [[eBoard]] navigation header.<br /> <br /> == Transition Process Recommendations - On-site Record Mobile App ==<br /> The CoPTTM OSR app is a mobile app available for Android and Apple devices. This does require an install and it is available from the [https://play.google.com/store/apps/details?id=com.bluebayit.roaddirect_single Google Play Store] and [https://itunes.apple.com/nz/app/road-direct/id1035152614?mt=8 iTunes] (just search for &quot;Road Direct&quot;). If you have any promotional codes to use, these can be redeemed when purchasing the app. Another tip for purchasing the app for your staff is to use your company credit card to purchase App Store/iTunes vouchers (available from many different outlets, stationary stores, supermarkets etc) and then distribute those vouchers to your staff, that way you don't have to enter any company credit card details into staff phones.<br /> <br /> The Android/Google version of the app integrates with the [[eBoard]], allowing you to view your OSRs via eBoard and allowing jobs/sites to sync from eBoard onto the mobile app, thereby removing the need to load the site details into the app &quot;manually&quot;.<br /> Currently there is no integration between the iOS/Apple app and the [[eBoard]], however this is currently under active development.<br /> <br /> We do recommend doing this transition last, after you have completely phased in the [[eBoard]] and [[Tracking]] Systems, so you are not training staff on two different new systems at the same time.<br /> <br /> Whether you have a single person who will install the app on each phone, or if staff are installing it themselves, we have some [https://www.youtube.com/playlist?list=PLCA8zCuXB1qtp7LpMpO33a4aoERMmr0MC video guides] to watch.<br /> <br /> The key video to watch is [https://www.youtube.com/watch?v=MNYAEBdTK8Y&amp;list=PLCA8zCuXB1qtp7LpMpO33a4aoERMmr0MC&amp;index=3&amp;t=0s Road Direct app: Set up personal app settings (Android)]. If you've entered your settings correctly, then we can guide you through any teething issues very easily from there. Also if you like, for the first week or so, in addition to your own email address, you can also enter a &quot;mentoring&quot; email address (which we provide) in the Settings. We use the information sent to the mentoring email address to provide feedback on how your workers are using the app (e.g. do's and don'ts, ways to improve etc.). If this is something you'd be interested in, then let us know. Once you're happy with the way things are going, simply remove the mentoring email address from your settings.<br /> <br /> It is very important to ensure that the email address you enter in Settings (which will receive the records from the app) is secure and the one you want to stick with. Trying to change this after each phone is setup can be a hassle if you have a large amount of phones. Basically, have a good think about which address to use. For example, it could be a forwarder address which you can use to adjust the recipients, or your head office email, HS officer, Auditors etc.<br /> <br /> Create folders in your email application for 2-hourly checks, toolboxes and site handovers. Create rules based on the email subjects to automatically move the report emails into their corresponding folders. This makes it tidy and easy to review and see who is doing what. We also recommend periodically backing up these emails and then deleting them, depending on your volume and mailbox size.</div>

User http://wiki.roaddirect.co.nz/index.php?title=Tracking_Settings&diff=103 2024-04-28T23:57:57Z

<p>User: 1 revision imported</p> <hr /> <div>The settings for the Tracking System are divided into several categories:<br /> * [[System Settings|System]]<br /> * [[Products]]<br /> * [[Labour rates]]<br /> * [[Vehicle rates]]</div>

User http://wiki.roaddirect.co.nz/index.php?title=Terminology&diff=101 2024-04-28T23:57:57Z

<p>User: 1 revision imported</p> <hr /> <div>;complete invoice<br /> ;completed invoice<br /> :To make an invoice complete, use the &quot;Mark invoiced&quot; button<br /> <br /> ;CoPTTM<br /> :Code of Practice for Temporary Traffic Management<br /> <br /> ;TMP<br /> :Traffic Management Plan<br /> <br /> ;TTM<br /> :Temporary Traffic Management</div>

User http://wiki.roaddirect.co.nz/index.php?title=Task_Status&diff=99 2024-04-28T23:57:57Z

<p>User: 1 revision imported</p> <hr /> <div>[[File:Task_Status.jpg|400px]]<br /> <br /> Task Status shows you an overview of what's happening now in your organisation. Access to this page is dependent on your [[User Access Level|access level]].<br /> <br /> Every active task (a task that has not yet been 'submitted') is organised by status: <br /> <br /> *Left Depot<br /> *Started on-site labour <br /> *Ended on-site labour<br /> *Complete<br /> <br /> The status relates to the progression of the [[Tracking task|task]] by the assigned staff member.<br /> <br /> Clicking on a task will show you further detail about that task.</div>

User http://wiki.roaddirect.co.nz/index.php?title=System_Settings&diff=97 2024-04-28T23:57:57Z

<p>User: 1 revision imported</p> <hr /> <div>&lt;p&gt;System settings is where the general settings for the Tracking System can be configured.&lt;/p&gt;<br /> &lt;p&gt;This is divided up into the following categories:&lt;/p&gt;<br /> <br /> == Invoicing ==<br /> <br /> === Default accounting code for office and one-off charges ===<br /> &lt;p&gt;Office charges come from the eBoard, from the &quot;List Your Chargeable Office &amp;amp; TMP Resources &amp; Services Required&quot; field in the &quot;Admin&quot; section of a job. These represents &quot;items&quot; which you may want to include as charges in an invoice (e.g. TMP fee, Booking Fee).&lt;/p&gt;<br /> &lt;p&gt;One-off charges can be added either to a job before an invoice is generated, or to an invoice after it is generated. These represent &quot;items&quot; which you may want to include as charges in an invoice (e.g. sundries, fee for having a car towed).&lt;/p&gt;<br /> <br /> === Default accounting code for equipment charges when they are grouped ===<br /> &lt;p&gt;When equipment charges are collated together on an invoice, the invoice can no longer represent account codes for individual items. In this case, an accounting system will need to know which code to use for these collated charges. Collation of equipment charges occurs when either &quot;By day&quot; or &quot;Single total&quot; is selected as the export option for equipment when exporting an invoice.&lt;/p&gt;<br /> <br /> === Default accounting code for invoice with a single grand total ===<br /> &lt;p&gt;When *all* charges are collated together as a single total on an invoice, the invoice can no longer represent account codes for individual items. In this case, an accounting system will need to know which code to use for these collated charges. This occurs when &quot;Single total&quot; is selected as the export option when exporting an invoice.&lt;/p&gt;<br /> <br /> === Default accounting description for invoice with a single grand total ===<br /> &lt;p&gt;When *all* charges are collated together as a single total on an invoice, this is the description for the single invoice line which will be produced when exporting an invoice. This occurs when &quot;Single total&quot; is selected as the export option when exporting an invoice.&lt;/p&gt;<br /> <br /> === Job number to be used on exported invoices ===<br /> &lt;p&gt;This allows configuration of the &quot;job number&quot; displayed on the exported invoice.&lt;/p&gt;<br /> &lt;ul&gt;<br /> &lt;li&gt;To use the system generated Road Direct Job Number, enter &amp;lt;JOBNUM&amp;gt;&lt;/li&gt;<br /> &lt;li&gt;To use the &quot;Your Ref#&quot; field, enter &amp;lt;REFNUM&amp;gt;&lt;/li&gt;<br /> &lt;li&gt;To use a static/fixed value for all exports, enter a custom value&lt;/li&gt;<br /> &lt;/ul&gt;</div>

User http://wiki.roaddirect.co.nz/index.php?title=Staff_picker&diff=95 2024-04-28T23:57:57Z

<p>User: 1 revision imported</p> <hr /> <div>The staff picker displays a list of users who are not deleted, not disabled, recorded as &quot;Available for TTM&quot; and have &quot;Completed Internal Health &amp; Safety&quot;.<br /> <br /> The list is grouped into &quot;Permanent Staff&quot;, then &quot;Casual/Temporary Staff&quot; and finally &quot;Not Available&quot;. The &quot;Permanent&quot; and &quot;Casual/Temporary&quot; staff groups are based on the &quot;Casual/Temporary&quot; checkbox in the &quot;Contractual Details&quot; section of the User dialog. The &quot;Not Available&quot; section is based on users who have leave booked as &quot;All Day&quot; on the day which the picker is used.<br /> <br /> Staff who have notes recorded against them will display a black i icon next to their name, which can be hovered to see the notes.<br /> Staff who have already been assigned to a job for a given day will display a black tick next to their name.<br /> Staff who have leave/unavailability recorded against them for a given day will display a yellow exclamation mark icon next to their name, which can be hovered to see additional information.</div>

User http://wiki.roaddirect.co.nz/index.php?title=Staff_Scheduler&diff=93 2024-04-28T23:57:57Z

<p>User: 1 revision imported</p> <hr /> <div>The Staff Scheduler gives you a detailed view of your staff available for TTM work which includes:<br /> * unavailability (e.g. leave, appointments)<br /> * scheduled eBoard jobs<br /> * actual time tracked (via tasks)<br /> <br /> Unavailability can be recorded via the [[Resources]]-&gt;[[Users]] page.<br /> <br /> <br /> Example view of the Staff Scheduler:<br /> [[File:Staff scheduler preview.png|200px|thumb|left|Example view of the Staff Scheduler]]</div>

User http://wiki.roaddirect.co.nz/index.php?title=Staff_Competency_Checks&diff=91 2024-04-28T23:57:57Z

<p>User: 1 revision imported</p> <hr /> <div>= Staff &lt;-&gt; Staff Competency Checks =<br /> <br /> These checks are based on all staff allocated to a job and check for compatibility between all staff on the basis of the following.<br /> <br /> == Drivers Licence Competency Checks ==<br /> Full with anybody else: no alert<br /> (i.e. never any alerts based on licence type)<br /> <br /> Restricted by themselves: no alert<br /> Restricted with unlicensed driver: alert<br /> Restricted with learners: alert (as per screenshot) <br /> Restricted with another restricted: alert<br /> Restricted with unlicensed driver: alert<br /> (i.e. always alert unless with full or by themselves) <br /> <br /> Learners by themselves: alert<br /> Learners with unlicensed driver: alert<br /> Learners with another learners: alert<br /> Learners with restricted: alert (as per screenshot)<br /> Learners with full: no alert (as per first rule)<br /> (i.e. always alert unless with full)<br /> <br /> Unlicensed driver by themselves: alert<br /> Unlicensed driver with another unlicensed driver: alert<br /> Unlicensed driver with learners: alert<br /> Unlicensed driver with restricted: alert <br /> Unlicensed driver with full: no alert (as per first rule)<br /> (i.e. always alert unless with full) <br /> <br /> == Points Competency Checks ==<br /> If a job does not have labour required for the day, then this check is skipped.<br /> 4 points makes a job. And a staff with a 1-point rating must always be accompanied by a staff member with a 4-point rating.<br /> * 0 Points (&lt;u&gt;not signed off&lt;/u&gt; to work on TTM jobs)<br /> ** Not inducted to work on the road on any TTM job (i.e. office staff or awaiting training / induction or has non - conformance etc.)<br /> * 1 point (undergoing training under supervision of a 4 Point TTM staff member only)<br /> ** Ready to start work on basic TTM jobs after completing your internal HS induction and basic training for working on TTM jobs, &lt;u&gt;always supervised&lt;/u&gt; and under control of a Highly Experienced TTM Staff (min 4 Points rated TTM staff)<br /> * 2 points (signed off to set up and maintain basic TTM jobs with another 2 point or higher rated TTM staff)<br /> ** Practising and experienced TTM staff i.e. has competencies and signed off internally for setting up &amp;amp; maintaining &lt;u&gt;basic TTM&lt;/u&gt; jobs (i.e. MTC, shoulder &amp;amp; pedestrian management)<br /> * 4 Points (highly experienced senior TTM staff)<br /> ** Senior TTM staff that is very experienced at &lt;u&gt;all types of TTM&lt;/u&gt; jobs, including complicated closures and capable of mentoring and supervising 1 Point rated Staff<br /> <br /> Summary: Minimum 4 points to make up a job. 1 must be supervised by 4 points.<br /> 2+2=&amp;#10003;,&amp;nbsp;&amp;nbsp;2+2+1=&amp;#10003;,&amp;nbsp;&amp;nbsp;2+1+1=&amp;#x2717,&amp;nbsp;&amp;nbsp;4=&amp;#10003;,&amp;nbsp;&amp;nbsp;4+1=&amp;#10003;,&amp;nbsp;&amp;nbsp;1+1+1+1=&amp;#x2717;<br /> <br /> == NZTA Qualification Competency Checks ==<br /> If a job does not have labour required for the day, then this check is skipped.<br /> Checks that there is a minimum of one TC allocated to the job.<br /> <br /> = Staff &lt;-&gt; Job Competency Checks =<br /> These checks are based on the staff allocated to the job, and the details of the jobs itself.<br /> <br /> == Availability ==<br /> This checks that the staff does not have any leave booked, and is otherwise available for the duration of the job from the start time.<br /> <br /> == NZTA Qualification Competency Checks ==<br /> This checks that the staff allocated to the job have the correct level of NZTA qualification for the road, based on the road level.<br /> <br /> = Staff &lt;-&gt; Vehicle Competency Checks =<br /> <br /> These checks ensure the staff have the correct and appropriate drivers licence for the vehicle allocated to the job.</div>

User http://wiki.roaddirect.co.nz/index.php?title=SOPs&diff=89 2024-04-28T23:57:57Z

<p>User: 1 revision imported</p> <hr /> <div>[https://bit.ly/rd_SOPs All SOPs]</div>

User http://wiki.roaddirect.co.nz/index.php?title=Road_Direct_Wiki:About&diff=87 2024-04-28T23:57:57Z

<p>User: 1 revision imported</p> <hr /> <div>The Road Direct wiki will always be a work in progress, as the suite is ever developing.<br /> <br /> Any queries can be directed to [mailto:info@roaddirect.co.nz?subject=Inquiry%20From%20Wiki info@roaddirect.co.nz]<br /> <br /> You can find the Road Direct website [http://www.roaddirect.co.nz here]</div>

User http://wiki.roaddirect.co.nz/index.php?title=Road_Direct_Wiki&diff=85 2024-04-28T23:57:57Z

<p>User: 1 revision imported</p> <hr /> <div>&lt;strong&gt;Welcome to the Road Direct Wiki&lt;/strong&gt;<br /> <br /> &lt;p&gt;This wiki is intended to provide both help and a complete reference to software in the Road Direct suite.&lt;/p&gt;<br /> &lt;p&gt;Currently it is under construction and very much a work in progress.&lt;/p&gt;<br /> <br /> * [[eBoard]]<br /> * [[Tracking]]<br /> * [[CoPTTM On-site Record Mobile apps]]<br /> * [[How Do I|How Do I... ?]]<br /> * [https://bit.ly/rd_SOPs SOPs] (User Guides)<br /> <br /> We also have a list of [[Quick Start Resources]] available.</div>

User http://wiki.roaddirect.co.nz/index.php?title=Resources&diff=83 2024-04-28T23:32:38Z

<p>User: 1 revision imported</p> <hr /> <div>The Resources section is available to users with [[User Access Level|access level]] above Basic User and consists of:<br /> * [[Vehicles]]<br /> * [[Users]]<br /> * [[Clients]]</div>

User http://wiki.roaddirect.co.nz/index.php?title=Reset_a_password&diff=81 2024-04-28T23:32:38Z

<p>User: 1 revision imported</p> <hr /> <div>To reset the password for one of your users:<br /> &lt;ol&gt;<br /> <br /> &lt;li&gt;<br /> Go to the Resources page, then Users ([https://eboard.roaddirect.co.nz/resources/users https://eboard.roaddirect.co.nz/resources/users])<br /> &lt;/li&gt;<br /> <br /> &lt;li&gt;<br /> Find the user on the list and click the &quot;dotdotdot&quot; context menu at the end of the row<br /> &lt;/li&gt;<br /> <br /> &lt;li&gt;<br /> Click the &quot;Reset Password&quot; menu item<br /> &lt;br&gt;[[File:user dotdotdot menu.png|100px]]<br /> &lt;/li&gt;<br /> <br /> &lt;li&gt;<br /> Enter the new password and click the &quot;Reset&quot; button<br /> &lt;br&gt;[[File:password reset.png|300px]]<br /> &lt;/li&gt;<br /> <br /> &lt;/ol&gt;<br /> <br /> For more information on managing Users, see: [[Users]]</div>

User http://wiki.roaddirect.co.nz/index.php?title=Reports&diff=79 2024-04-28T23:32:38Z

<p>User: 1 revision imported</p> <hr /> <div>*[[Stock In Use]]<br /> <br /> *[[Hours Overview]]<br /> <br /> *[[Staff Hours]]</div>

User http://wiki.roaddirect.co.nz/index.php?title=Quick_Start_Resources&diff=77 2024-04-28T23:32:38Z

<p>User: 1 revision imported</p> <hr /> <div>This is a list of &quot;quick start&quot; resources for the Road Direct suite:<br /> * [[Transition and Setup Guide]]<br /> * [https://www.youtube.com/channel/UCPsSzyWc-QGIH5ESjBS2V-A YouTube channel]<br /> * [https://youtu.be/tBDdr7XokxM YouTube eBoard and Tracking Beginners Guide]</div>

User http://wiki.roaddirect.co.nz/index.php?title=Map&diff=75 2024-04-28T23:32:38Z

<p>User: 1 revision imported</p> <hr /> <div>The Map section of [[eBoard]] displays a Google Maps overview of all job sites for a given time-period. This can be a single day, or multiple days.<br /> <br /> The Map section will request access to your location via the browser. It does this simply to centre the initial map view on your location.<br /> <br /> Job sites are indicated by a road cone marker, and are colour-coded based on the &quot;Setup Importance&quot; of the job as follows:<br /> &lt;div&gt;<br /> &lt;ul&gt; <br /> &lt;li style=&quot;display: inline-block;vertical-align:top;&quot;&gt;<br /> [[File:Marker excessive.png|thumb|none|95px|Excessive setup]]<br /> &lt;/li&gt;<br /> &lt;li style=&quot;display: inline-block;vertical-align:top;&quot;&gt;<br /> [[File:Marker complicated.png|thumb|none|95px|Complicated setup]]<br /> &lt;/li&gt;<br /> &lt;li style=&quot;display: inline-block;vertical-align:top;&quot;&gt;<br /> [[File:Marker fullysetup.png|thumb|none|95px|Fully setup]]<br /> &lt;/li&gt;<br /> &lt;li style=&quot;display: inline-block;vertical-align:top;&quot;&gt;<br /> [[File:Marker halfsetup.png|thumb|none|95px|Half setup]]<br /> &lt;/li&gt;<br /> &lt;li style=&quot;display: inline-block;vertical-align:top;&quot;&gt;<br /> [[File:Marker standard.png|thumb|none|95px|Standard setup]]<br /> &lt;/li&gt;<br /> &lt;/ul&gt;<br /> &lt;/div&gt;<br /> <br /> Clicking on a marker will display a pop-up showing information regarding the job site. This information includes:<br /> * Job Number<br /> * Location<br /> * Location Reference<br /> * Client Name<br /> * Contact Name (including a link to click to call contact's phone number)<br /> * Description of Work Activity<br /> * GPS coordinates</div>

User http://wiki.roaddirect.co.nz/index.php?title=Job_details&diff=71 2024-04-28T23:32:38Z

<p>User: 1 revision imported</p> <hr /> <div>The job details screen is where you can manage the job's status, details, equipment and tasks, add one-off charges, create invoices and view the job's history. Access to this page is dependent on your [[User Access Level|access level]].<br /> <br /> == Job status ==<br /> <br /> The job's tracking status is displayed beside the job number at the top of the page. This status is different to the eBoard [[Job status|job status]].<br /> <br /> [[File:Job-status.JPG]]<br /> <br /> The job's tracking status reflects the current state of your job in the Tracking system:<br /> <br /> * Pending - [[Dry Hire|dry hire]] and [[EBoard|eBoard]] jobs will have this status when they are created in the Tracking system<br /> * Scheduled - when the first task is created for a job<br /> * Active - when equipment is loaded onto the job<br /> * Returned - when equipment is returned for the job (i.e. equipment is 'zeroed out')<br /> * Ready to be invoiced - when a job has an eBoard [[Job status|job status]] of 'Job Completely Finished' (a [[Dry Hire|dry hire]] or [[TMP Only|TMP only]] job cannot have this status)<br /> * Complete - when a job's final invoice has been created<br /> * Cancelled - when a job has been [[#Cancel job|cancelled]]<br /> <br /> == Job details ==<br /> [[File:Job-details-details.JPG|800px]]<br /> <br /> In this section of the page, you can view and edit the job's details.<br /> <br /> For [[Dry Hire|dry hire]] jobs, you can edit all fields. <br /> <br /> For [[EBoard|eBoard]] jobs, you can only edit the job's start and end dates. All other job information must be managed from [[EBoard|eBoard]].<br /> <br /> == Equipment ==<br /> <br /> [[File:Equipment-list.JPG]]<br /> <br /> Any equipment added to a job can be seen in this section.<br /> <br /> Equipment can be added to a job via the job details page by clicking [[File:Equipment-edit.JPG]] or via the [[#Actions|Actions]] menu item, which will take you to a new screen.<br /> <br /> [[File:Equipment-edit-screen.JPG|800px]]<br /> <br /> To add a new product, click [[File:Equipment-add-line.JPG]] <br /> <br /> You can choose a new product from the list or begin typing to find the product.<br /> <br /> [[File:Equipment-select.jpg|800px]]<br /> <br /> You must complete the quantity and price to be able to save. You cannot enter duplicate products.<br /> <br /> == Tasks ==<br /> <br /> [[File:Task-list.JPG]]<br /> <br /> Any tasks for a job can be seen in this section.<br /> <br /> Clicking on a [[Tracking task|task]] will take you to the [[Tracking task|task's]] details.<br /> <br /> Tasks can be added via the job details page by clicking [[File:Add-task-charge-note.JPG]] or via the [[#Actions|Actions]] menu item.<br /> <br /> == Uninvoiced charges ==<br /> <br /> [[File:Uninvoiced-charges-list.JPG]]<br /> <br /> Charges that have not been added to an invoice will show in this section.<br /> <br /> === One-off charges ===<br /> <br /> One-off charges can be added to a job by clicking [[File:Add-task-charge-note.JPG]] or via the [[#Actions|Actions]] menu item. This will show a dialog where you can add details about the charge.<br /> <br /> [[File:One-off-charge-dialog.JPG]]<br /> <br /> All fields must be completed to save the one-off charge.<br /> <br /> == Job history ==<br /> <br /> The job history section is where you can view a log of actions done with regard to a job.<br /> <br /> [[File:Job-history.JPG|800px]]<br /> <br /> Each entry shows who completed the action, when the action was done and the details of the action.<br /> <br /> === Client sign-off ===<br /> <br /> Completing a client sign-off via the job details page gives you the ability to have a client acknowledge and agree to the equipment hired for a job, as well as other details. This function may be especially useful when hiring equipment for a [[Dry Hire|dry hire]] job.<br /> <br /> A client sign-off can be added by clicking [[File:Client-sign-off.JPG]] or via the [[#Actions|Actions]] menu item, which will show a dialog to complete.<br /> <br /> [[File:Client-sign-off-dialog.JPG|500px]]<br /> <br /> To show the hired equipment, click the check-box 'Signing for equipment'.<br /> <br /> [[File:Client-sign-off-equipment.JPG]]<br /> <br /> All fields marked with a [[File:Red-asterisk.JPG]] must be completed. The 'Sign-here' box can also be used with touch screens to capture the client's signature.<br /> <br /> When equipment is returned, the quantities can be updated by editing the equipment. Another client sign-off can then be completed so the client can acknowledge that all equipment has been returned (i.e. the quantities of each item have returned to zero).<br /> <br /> A client sign-off will be added to the job's history list.<br /> <br /> === Job note ===<br /> <br /> A note for a job can be recorded that will show in the job history list.<br /> <br /> A note can be added by clicking [[File:Add-task-charge-note.JPG]] or via the [[#Actions|Actions]] menu item, which will show a dialog to complete.<br /> <br /> [[File:Add-general-note.JPG]]<br /> <br /> You must complete the 'Note' field to save your note. You can also add an attachment to your note.<br /> <br /> == Menu items ==<br /> === View on eBoard ===<br /> [[File:View-on-eboard.JPG]] Click to view your job on eBoard (only available for eBoard jobs).<br /> <br /> === Activate job ===<br /> [[File:Activate-job.JPG]] Click to change your job's status from 'Pending' to 'Active'. This will only show if your job is 'Pending'.<br /> <br /> A dialog will show asking if you wish to add a task to the job.<br /> <br /> [[File:Activate-job-dialog.JPG]]<br /> <br /> === View Beast Mode ===<br /> [[File:View-beast-mode.JPG]] Click to view your job's invoice(s). This will only show if your job has an invoice available.<br /> <br /> === Invoice ===<br /> [[File:Invoice-button.jpg]] Click to create either a progress invoice or final invoice for your job.<br /> <br /> === Actions ===<br /> [[File:Actions-button.jpg]] Click to perform an action on your job (edit equipment, add a task, add a one-off charge, add a client sign-off or add a general note).<br /> <br /> === Cancel job ===<br /> [[File:Cancel-job.JPG]] Click to cancel your job. Cancelled jobs can still be viewed in the [[Tracking Jobs|job's]] list.<br /> <br /> === Re-open job ===<br /> [[File:Reopen-job.JPG]] Click to re-open a complete or cancelled job.</div>

User http://wiki.roaddirect.co.nz/index.php?title=Invoices&diff=69 2024-04-28T23:32:38Z

<p>User: 1 revision imported</p> <hr /> <div>Any invoice that has been created in the [[Tracking|Tracking System]] will appear in one of the lists on the Invoices page. Access to this page is dependent on your [[User Access Level|access level]].<br /> <br /> You can click on any invoice in these lists to view its details in [[Beast Mode]].<br /> <br /> ==Invoice categories==<br /> <br /> Invoices are categorised by:<br /> <br /> *&lt;strong&gt;To process&lt;/strong&gt; - invoices that have just been created and have no further category associated with them.<br /> *&lt;strong&gt;Draft&lt;/strong&gt; - when you click 'Save as draft' in [[Beast Mode]], the invoice will be categorised as 'Draft'. The meaning associated with a 'Draft' invoice is up to you and may assist your invoicing workflow.<br /> *&lt;strong&gt;Complete&lt;/strong&gt; - when you click 'Mark invoiced' in [[Beast Mode]], the invoice will be categorised as 'Complete'.<br /> *&lt;strong&gt;Deleted&lt;/strong&gt; - invoices that have been deleted in [[Beast Mode]].<br /> <br /> An ''example'' workflow is:<br /> * To process - the invoice has simply been created and no more<br /> * Draft - the invoice has been adjusted as necessary and is ready for approval ''or'' ready for export to a dedicated accounting system<br /> * Complete - the invoice has been entered into your accounting system ''or'' the invoice has been sent to the client<br /> * Deleted - the invoice was deleted<br /> <br /> Each category has a tab displaying the number of invoices in that category. Clicking each tab changes the invoice list displayed. Each invoice list can be filtered by job type (eBoard, TMP Only or Dry Hire) and can also be searched. The search matches against: invoice number, PO number, job number, client name, client phone number, client email address, job address, job work activity, job contact name and job reference number.</div>

User http://wiki.roaddirect.co.nz/index.php?title=How_Do_I&diff=67 2024-04-28T23:32:38Z

<p>User: 1 revision imported</p> <hr /> <div>&lt;p&gt;This page holds a list of &quot;How Do I&quot; quick guides.&lt;/p&gt;<br /> &lt;p&gt;Rather than providing help about a single page or section of the system, they provide guides about how to achieve an action which may span across pages/sections.&lt;/p&gt;<br /> <br /> == eBoard ==<br /> * [[Reset a password]]<br /> == Tracking ==<br /> * [[Export an Invoice]]<br /> * [[Check all jobs are invoiced]]</div>

User http://wiki.roaddirect.co.nz/index.php?title=Export_an_Invoice&diff=65 2024-04-28T23:32:38Z

<p>User: 1 revision imported</p> <hr /> <div>To export an invoice from the Tracking System:<br /> &lt;ol&gt;<br /> &lt;li&gt;Open an invoice in [[Beast Mode]]. You can do this many ways, including:&lt;/li&gt;<br /> &lt;ol&gt;<br /> &lt;li&gt;Pick it from the [[Invoices|Invoice list]]&lt;/li&gt;<br /> &lt;li&gt;Create a new invoice from a job&lt;/li&gt;<br /> &lt;li&gt;Click the &quot;View Beast Mode&quot; button from a job&lt;/li&gt;<br /> &lt;/ol&gt;<br /> &lt;li&gt;Once in [[Beast Mode]], make any required adjustments to the figures.&lt;/li&gt;<br /> &lt;li&gt;Once you're ready to configure the export, click the &quot;Preview export&quot; button.&lt;/li&gt;<br /> &lt;li&gt;This page provides some different collation options to let you configure how the invoice will be built.&lt;/li&gt;<br /> &lt;li&gt;Once you're ready to create the export, click the &quot;Export&quot; button and the exported spreadsheet will automatically download.&lt;/li&gt;<br /> &lt;/ol&gt;<br /> Here's a link to a video which shows the process in action: [http://bit.ly/rd_export-invoice2 http://bit.ly/rd_export-invoice2]<br /> <br /> All the account codes are configurable via the [[Tracking Settings|Tracking System Settings]]. This includes [[Labour rates|labour rates]], [[Vehicle rates|vehicle rates]] and [[Products|products]] and also for when all charges are collated together (i.e. single invoice line for grand total) or when equipment charges are collated together (e.g. invoice line per day for equipment charges, or single invoice line for total equipment charge).</div>

User http://wiki.roaddirect.co.nz/index.php?title=Dry_Hire&diff=63 2024-04-28T23:32:38Z

<p>User: 1 revision imported</p> <hr /> <div>Dry hire is a term used for jobs that are for equipment hire and any related drop-off/pick-up tasks only.<br /> <br /> Adding a dry hire job is accessible to a [[User]] with access level permissions higher than [[User Access Level#Basic User Plus|Basic User Plus]].<br /> <br /> [[File:Add-dry-hire-job.JPG|800px]]<br /> <br /> The following fields are available when adding a dry hire job:<br /> <br /> * Client (required) – You can choose from a list of your eBoard clients or you can freehand a client name.<br /> * Location (required)<br /> * Job Reference (required)<br /> * Contact Person (required)<br /> * Contact Details (Phone/Email) (required)<br /> * Quote Reference/Rate<br /> * P/O Number (required)<br /> * Start Date (required)<br /> * End Date – If the end date of the job is not known, you can indicate the job is “Ongoing” using the check-box below this field.<br /> * Hire Items to be collected/delivered - Any relevant notes can be entered here<br /> <br /> To create the dry hire job, click [[File:Create-dry-hire-job.JPG]] This will take you to the job's [[Job details|details]] page.</div>

User http://wiki.roaddirect.co.nz/index.php?title=Drivers&diff=61 2024-04-28T23:32:38Z

<p>User: 1 revision imported</p> <hr /> <div>[[File:Drivers.jpg|400px]]<br /> <br /> Drivers shows you active tasks organised by staff member name. Access to this page is dependent on your [[User Access Level|access level]].<br /> <br /> Clicking on a [[Tracking task|task]] will show you further detail about that task.</div>

User http://wiki.roaddirect.co.nz/index.php?title=Day_Summary&diff=59 2024-04-28T23:32:38Z

<p>User: 1 revision imported</p> <hr /> <div>[[File:day_summary.png|frame|Example of a day summary]]<br /> The Day Summary includes a set of capacities and statistics to give you a snapshot of the key figures for the day. This is likely to be of most use to your Operations, TMP and management staff.<br /> <br /> The first line displays the date and the day of the week.<br /> <br /> The second line displays the total number of jobs for the day, the number of jobs which require labour, and the total number of staff required.<br /> <br /> The third line displays the staff and vehicle capacity. Roughly speaking, these show the number used divided by the number available. The staff capacity figure is calculated based on staff which appear in the [[staff picker]] and are and not recorded as &quot;Exclude from calendar capacity&quot; (see [[Users]]) and are not on leave for the entire day. The vehicle capacity figure is calculated based on vehicles which appear in the [[vehicle picker]] and are not recorded as &quot;Exclude from calendar capacity&quot; (see [[Vehicles]]). You can hover over each of these percentages to display the figures used to calculate the percentages.<br /> <br /> The fourth line displays two ratios, one for number of non-labour jobs compared to staff allocated and the other for number of site checks compared to staff allocated. A non-labour job is one which has the Labour (red-dot) field on the calendar set to zero. A site check is a job which is recorded as &quot;Fully Setup Already&quot; in the &quot;Setup Importance / Rating&quot; field in the &quot;Job Details&quot; section of a job. These ratios can be used to see if a single staff member is stretched too thin for the day. For example, a ratio of 10:2 means that 2 unique staff members have been allocated to 10 jobs. You can hover over the ratios to give you an average ratio (e.g. 12:4 = 3:1, an average of 3 jobs per staff member).<br /> <br /> The fifth line displays simple tick/cross (yes/no) checks which your Operations Team may find useful.<br /> &quot;All Labour Allocated&quot; means that the labour requirements for each job has been met. If this is not the case, the hover will tell you how many staff you still require to allocate.<br /> &quot;All Vehicles Allocated&quot; means that at least one vehicle has been assigned to each job. If a vehicle is not required for a job, you can always free-text &quot;NA&quot; into the field to get this tick.<br /> <br /> The sixth line displays simple tick/cross (yes/no) checks which your quality assurance staff may find useful.<br /> &quot;No Missing Fields&quot; means that all &quot;Highly Recommended&quot; fields have been filled in for every job on that day.<br /> &quot;All TMPs OK&quot; means that all jobs have a non-expired TMP attached.<br /> &quot;All NP OK&quot; means that every job either doesn't require no parking to be put out, or it requires no parking and has had it put out.</div>

User http://wiki.roaddirect.co.nz/index.php?title=Competency&diff=57 2024-04-28T23:32:38Z

<p>User: 1 revision imported</p> <hr /> <div>The [[eBoard]] has a competency system, which provides both automated and visual feedback to the user, based on various attributes of [[User|staff]], [[Job|jobs]] and [[Vehicle|vehicles]].<br /> <br /> '''Competency Checks'''<br /> The system looks for these key aspects so it is important that you have the correct details entered for your [[User|staff]]) and [[Vehicle|vehicles]], and when creating jobs so the system can pop up alerts if there is an incorrect match of staff to truck, truck to job, or staff to a job etc. The system looks for the following and if it doesn’t have the correct match as per your settings allocated to each then an alert will pop up. You can override the alert but it’s a very important reminder so you know what you are overriding.<br /> <br /> # When allocating [[Vehicle|vehicles]] the system will check if the vehicle type matches the correct road level on the job<br /> # When allocating [[Vehicle|vehicles]] &amp; Staff allocated to a job the system will check it’s suitable for the allocated person to drive or operate it.<br /> # When allocating [[User|staff]] the system will check that they have the correct qualifications for the road level selected on the job<br /> # When allocating [[User|staff]] the system will check for compatibility with other staff they’re paired with, for example: minimum TC, drivers licences, points ratings. For more info see [[Staff Competency Checks]].<br /> # When allocating [[User|staff]] the system will check their availability between the start and end time of the job (i.e. if they have any annual leave, appointments etc. recorded)<br /> <br /> '''Labour Points system'''<br /> The objective behind this is to get the highest standard of pairing and split of staff on each TTM job each day, as well ensuring accelerated and quality training by pairing inexperienced staff with more experienced staff.<br /> <br /> You need 4 points to make a job happen, minimum pairing is 2 with a 2 to make 4 points, or a 4 point person always paired with a 1 Point person. If it’s 1 man job then minimum would be 4 points person setting up, paired with 2 point to maintain only.<br /> <br /> You can also use this system to downgrade staff if you feel they need be paired more experienced person to gain extra training and knowledge or in the case of a non-conformance or other incident triggering re-training etc.<br /> <br /> To gain 2 points you would expect they have the competencies to set up basic sites.<br /> <br /> '''Qualifications &amp; other system checks'''<br /> This works independently to the Competencies Point checks i.e. it’s checking TC and STMS qualifications. The system will still look for a minimum of a TC when pairing staff regardless of their points grading, whereas the Competencies checks are for ensuring an even distribution of good staff over your jobs with inexperienced staff. The focus here is ensuring the formal qualification requirements are met as well as the practical requirements e.g. you may have a staff member with a high practical rating but has no qualification such as an expired STMS.<br /> <br /> Another layer is built in to select if they are signed off for working on a high speed road i.e. over 65km/h and if not, regardless of their qualifications or Competencies points this will still flag as an alert when allocating staff to jobs as the system looks at the permanent speed limit of the individual job.<br /> <br /> <br /> '''Vehicles'''<br /> When you enter the specifications for each vehicle and staff member, the system checks the pairings to make sure they have correct license to operate that vehicle as well as whether they have a manual license or if they can drive automatics only.<br /> <br /> '''Availability'''<br /> If you have a staff member that has not completed your H&amp;S induction yet and you don’t want them to appear in drop downs when allocating staff, or vehicles you don’t want to display when allocating to jobs (like managers utes) you can untick so that they are not available for TTM jobs and they won’t appear on the available lists. Examples could be that a truck is out of town or being repaired, or that a staff member is away on leave for an extended period so TTM managers don’t want them to display on the drop downs.<br /> <br /> '''The Day Status coverage &amp; capacities percentages'''<br /> Displayed up the top of each day on the Calendar view: vehicles and staff being used link into this for the totals available, any staff or vehicles left unticked won’t affect the % used.<br /> <br /> This is a powerful tool for managers and owners to see when they are hitting peak resources, getting low on staff and vehicles or when they have resources unused etc and also seeing that TTM managers have allocated staff and vehicles for that day, total number of jobs and ratios.<br /> <br /> '''Other qualifications'''<br /> In addition to the above automatic checks, the following qualifications can be set and manually checked.<br /> <br /> You will see these qualifications when selecting staff and allocating them to jobs, but there won’t be an alert. You can visually cross-check that it matches the job specifications.<br /> <br /> * '''Construct Safe'''<br /> * '''First Aid'''<br /> * '''Mobile''' (capable of doing mobile TTM operations)<br /> * '''TMA''' (signed off and trained to drive a Truck Mounted Attenuator)</div>

User http://wiki.roaddirect.co.nz/index.php?title=Check_all_jobs_are_invoiced&diff=55 2024-04-28T23:32:38Z

<p>User: 1 revision imported</p> <hr /> <div>== How Do I? Check all jobs are invoiced ==<br /> <br /> To check that no jobs have missed being invoiced: <br /> # Check that the &quot;To Process&quot; and &quot;Draft&quot; tabs on the [[Invoices]] page are clear and that the &quot;Ready to invoice&quot; tab on the [[Tracking Jobs|Jobs]] page is clear. This will catch all the jobs which have been closed off correctly (i.e. by clicking &quot;Create Final Invoice&quot;), or have not been closed off yet but have had their [[job status]] updated to &quot;Complete&quot; via the eBoard [[job status]].<br /> # Set your [[eBoard]] calendar to the period you want (e.g. start date June 1st and 30 days), and check that any job you expect to be invoiced has a tick on the very left-hand side (the &quot;C&quot; column). The tick will display when a completed invoice is detected for that day. This will pick up any eBoard jobs that haven't been closed/invoiced. If a job has not been closed, but does have a complete (marked as invoiced) progress invoice for a given day, you will see a check mark.<br /> <br /> Note that the above process only picks up scheduled eBoard jobs, and won't detect any un-invoiced TMP Only or Dry Hire jobs. To determine that these have been invoiced, you should check the &quot;Dry hire&quot; and &quot;TMP only&quot; tabs on the [[Tracking Jobs|Jobs]] page of the Tracking System. Any jobs on these tabs have not had their final invoice created. Once they do, they will move to the &quot;Complete&quot; tab.</div>

User http://wiki.roaddirect.co.nz/index.php?title=Beast_Mode&diff=53 2024-04-28T23:32:38Z

<p>User: 1 revision imported</p> <hr /> <div>Beast Mode is your complete invoice management area. Access to this page is dependent on your [[User Access Level|access level]].<br /> <br /> When you create either a progress invoice or a final invoice (see [[Job details]]), you will be taken to Beast Mode, which displays information and costs associated with the job's completed tasks or one-off/office charges.<br /> <br /> == Job Details ([[eBoard]] jobs only) ==<br /> [[File:Job-details-table.JPG|200px|thumb|left|Job details table]] <br /> <br /> Details for all splits of the associated job are displayed in this table, allowing easy access to information that may be useful for invoicing.<br /> <br /> You can also click the [[File:TMP dropdown.JPG]] icon to access any approved TMPs or the [[File:Screen clips.JPG]] icon to access any site photos.<br /> <br /> &lt;div style='clear:both'&gt;&lt;/div&gt;<br /> <br /> == Office Services ([[eBoard]] jobs only) ==<br /> <br /> [[File:Office-services.JPG|400px|thumb|left|Office services table]]<br /> Displays the job's 'Chargeable Office &amp; TMP Resources &amp; Services Required' (entered in [[eBoard]]).<br /> <br /> The charge for these services can be added or updated by clicking on the table, changing the 'Charge' amount and clicking 'Save charges' (or by hitting 'Enter' on your keyboard).<br /> <br /> &lt;div style='clear:both'&gt;&lt;/div&gt;<br /> <br /> == eBoard ([[eBoard]] jobs only, except TMP Only jobs) ==<br /> <br /> [[File:eboard table.JPG|500px|thumb|left|eBoard table]]<br /> The details in this table are collated from what was scheduled via the [[eBoard]] job and the real time information recorded via tasks in the [[Tracking]] system. <br /> <br /> This lets you compare what should have happened on each day of the job with real time information.<br /> <br /> *'''Field staff notes &amp; tracking''' - This row shows the tasks for the job recorded each day. Hovering over the task it will show a brief overview of the task times and notes written by field staff. Clicking on the task will take you to the task details.<br /> <br /> *'''Scheduled start time(s)''' - This row shows the time the job was scheduled to start each day.<br /> <br /> *'''Closures, Trucks and Staff''' - This row shows the scheduled closures for the job each day. Hovering over the closure abbreviations will show the full names of the closures.<br /> <br /> *'''Trucks''' - This row shows the scheduled vehicles to be used for the job each day. Hovering over the vehicle abbreviations will show the full names of the vehicles.<br /> <br /> *'''Staff''' - This row shows the scheduled staff allocated to the job each day. Hovering over the staff initials will show the full names of the staff members.<br /> <br /> *'''Labour''' - This row shows the scheduled number of staff required for the job each day. Hovering over the number will show who the STMS and TC on-site were scheduled to be.<br /> <br /> *'''Remove Parks''': This row shows whether no parking is required for the job each day. It will show &quot;NA&quot; if no parking was not required, or &quot;Y&quot; if no parking is required. Hovering over the text will show the type of no parking required.<br /> <br /> *'''Office Daily Notes''': This row shows if a daily note has been recorded (on [[eBoard]]) for the job each day. Hovering over the [[File:Daily_Notes.JPG]] will show the note entered.<br /> <br /> The table includes a key [[File:Colour_key_eboard.JPG]] to provide further information on special colour highlighting.<br /> <br /> &lt;div style='clear:both'&gt;&lt;/div&gt;<br /> <br /> == Labour and Vehicles (all jobs except TMP Only) ==<br /> <br /> [[File:Labour-table.png|1000px|thumb|center|Labour table]]<br /> <br /> Labour hours and vehicle hours are both derived from the [[Tracking]] system tasks completed for the job daily.<br /> <br /> *Labour hours are derived from the on-site time for a 'Record Travel/Setup and On-site Time Separately' type task and from a 'Record start and end time only' type task if the field staff member indicates they have not taken a vehicle.<br /> <br /> *Vehicle hours are derived from the travel times for all task types, except if the field staff member indicates they have not taken a vehicle.<br /> <br /> Each row in both tables is grouped by the type of Labour/Vehicle.<br /> <br /> Each table has totals for each day (column) and type (row), and Average, Max, Price, Discount and Charge figures for each type (row).<br /> <br /> === Applying discounts ===<br /> <br /> A discount can be added to each type (row) by clicking on the figure in the Discount cell. Discount values will show in blue.<br /> &lt;div style='clear:both'&gt;&lt;/div&gt;<br /> <br /> == Equipment (all jobs except TMP Only) ==<br /> <br /> [[File:Equipment-table.png|1000px|thumb|center|Equipment table]]<br /> <br /> Equipment used on the job is tracked daily. Figures in this table represent the maximum number of items used per day as recorded in the job's tasks. <br /> <br /> For further information on how equipment items can be tracked via a task, see [[Tracking tasks]].<br /> <br /> === Zero equipment quantities and reverting over-rides ===<br /> <br /> If you wish to zero equipment quantities for a day or for an equipment type, click on the [[File:Zero-equipment.JPG]] on the appropriate row (equipment type) or column (day).<br /> <br /> If you wish to revert any over-rides (figures in blue) for a day or for an equipment type, click on the [[File:Revert-overrides.JPG]] on the appropriate row (equipment type) or column (day).<br /> <br /> === Applying a daily fixed cost ===<br /> [[File:Fixed-cost-row.JPG|1000px|thumb|center|Equipment table fixed cost row]]<br /> <br /> A fixed cost will over-ride the calculated cost for a day.<br /> <br /> To apply a fixed cost, click on the fixed cost figure for a day, which will show this dialog:<br /> <br /> [[File:Fixed-cost-dialog.JPG|300px|left]] <br /> &lt;div style='clear:both'&gt;&lt;/div&gt;<br /> You can update the fixed cost by entering a new value in the 'Over-ride Amount' field.<br /> &lt;div style='clear:both'&gt;&lt;/div&gt;<br /> <br /> === Applying discounts ===<br /> <br /> A discount can be applied to a day's total charge by clicking on the figure in the Discount row.<br /> <br /> [[File:Equipment_Discount.JPG|300px|left|]] If you wish to apply the same discount to all days in the Equipment table, change the Date option to &quot;All days in this invoice&quot;.<br /> <br /> &lt;div style='clear:both'&gt;&lt;/div&gt;<br /> <br /> == Update Charge ==<br /> In each of the above three tables (Labour, Vehicles and Equipment), daily figures recorded and prices per row can be over-ridden. Any over-ridden figures or prices will appear in blue.<br /> <br /> === Over-ride a day's figure ===<br /> When you click on a day's figure, the following dialog will appear:<br /> &lt;div style='clear:both'&gt;&lt;/div&gt;<br /> [[File:Update_charge.JPG|300px]]<br /> &lt;div style='clear:both'&gt;&lt;/div&gt;<br /> You can over-ride the 'amount' by entering a new figure in the 'Over-ride Amount' field.<br /> <br /> === Over-ride a price ===<br /> When you click on a row's price, the following dialog will appear:<br /> &lt;div style='clear:both'&gt;&lt;/div&gt;<br /> [[File:Update_price.png|300px]]<br /> &lt;div style='clear:both'&gt;&lt;/div&gt;<br /> You can over-ride the 'amount' by entering a new figure in the 'Over-ride Amount' field. You can also apply a discount using this dialog (Labour and Vehicles tables only).<br /> &lt;div style='clear:both'&gt;&lt;/div&gt;<br /> <br /> === Change Type (Vehicles table only) ===<br /> You can change the vehicle type recorded for a day's task in the Vehicle table by clicking on the day's figure. The following dialog will appear:<br /> &lt;div style='clear:both'&gt;&lt;/div&gt;<br /> [[File:Update_charge_vehicle_type.png|300px]]<br /> &lt;div style='clear:both'&gt;&lt;/div&gt;<br /> You can choose a new option from the 'Vehicle Type' dropdown.<br /> <br /> If you choose a type that has already been recorded by the same person on the same day, the vehicle hours for that day's task will be combined into the existing row.<br /> <br /> If you have two tasks with the same type recorded on the same day, the type update will only apply to the first task.<br /> <br /> == Further Functionality ==<br /> <br /> Further functionality options can be found at the top of the Beast Mode page.<br /> <br /> === Tools [[File:Button_tools.JPG]]===<br /> *[[File:Button_show_subtotals.JPG]] | [[File:Button_hide_subtotals.JPG]] Show/hide subtotals per type in Labour and Vehicles tables (subtotal rows show in light green)<br /> *[[File:Button_rounding.JPG ‎]] Round values in Labour or Vehicles tables up to nearest 0.25 or 0.5 and/or set minimum amounts to a chosen figure<br /> *[[File:Button_assign.JPG]] Assign the invoice to a chosen staff member for processing<br /> *[[File:Button_view_tracking.JPG ]] View the job in the [[Tracking]] system<br /> *[[File:Button_view_eboard.JPG]] View the job on [[eBoard]]<br /> *[[File:Button_notes_guide.JPG]] Links to the Road Direct Wiki page [[Overview of eBoard and Tracking Notes]]<br /> &lt;div style='clear:both'&gt;&lt;/div&gt;</div>

User http://wiki.roaddirect.co.nz/index.php?title=Tracking_Jobs&diff=51 2024-04-25T11:53:08Z

<p>User: 1 revision imported</p> <hr /> <div>[[File:Jobs.jpg|400px]]<br /> <br /> Any job that is currently in the [[Tracking|Tracking System]] will appear in one of the lists on the Jobs page. Access to this page is dependent on your [[User Access Level|access level]].<br /> <br /> You can click on any job in these lists to view its [[Job details|details]], equipment, tasks, uninvoiced charges and any notes added by staff members to the job.<br /> <br /> You can also add a [[Dry Hire|dry hire]] job to the [[Tracking|Tracking System]] by clicking on [[File:Jobs_Add_Dry_Hire.JPG]] at the top right of the page. See [[Dry Hire]] for more information on these types of jobs. <br /> <br /> ==Job categories==<br /> <br /> Jobs are categorised by their type:<br /> <br /> [[File:Jobs_Tabs.jpg]]<br /> <br /> *&lt;strong&gt;[[Dry Hire|Dry hire]]&lt;/strong&gt; - jobs that are for equipment hire and any related drop-off/pick-up [[Tracking tasks|tasks]] only. These jobs can only be added and edited in the [[Tracking|Tracking System]].<br /> *&lt;strong&gt;[[EBoard|eBoard]]&lt;/strong&gt; - full TTM jobs that have been created through [[EBoard|eBoard]].&lt;strong&gt;(1)&lt;/strong&gt;<br /> *&lt;strong&gt;[[TMP Only|TMP only]]&lt;/strong&gt; - jobs that have been created through [[EBoard|eBoard]] with a type of '[[TMP Only|TMP only]]'. These will appear in the [[Tracking|Tracking System]] only if the job is added to the [[Tracking|Tracking System]] through [[EBoard|eBoard's]] [[Dashboard]] area.<br /> *&lt;strong&gt;Ready to invoice&lt;/strong&gt; - jobs that have been created through [[EBoard|eBoard]] that have a [[Job status|status]] of &quot;Job Completely Finished (Ready to Invoice)&quot;.&lt;strong&gt;(1)&lt;/strong&gt;<br /> *&lt;strong&gt;Complete&lt;/strong&gt; - jobs for which a final invoice has been created in the [[Tracking|Tracking System]].<br /> *&lt;strong&gt;Cancelled&lt;/strong&gt; - jobs in the [[Tracking|Tracking System]] which have been cancelled. See [[Job details]] for more information.<br /> <br /> You can use the search box [[File:Jobs_Search.JPG]] at the top of the page to find jobs in these lists. <br /> <br /> &lt;small&gt;&lt;strong&gt;(1)&lt;/strong&gt; These will appear in the [[Tracking|Tracking System]] when the first [[Tracking tasks|task]] for this job is initiated from [[EBoard|eBoard]], or if the job is added to the [[Tracking|Tracking System]] through [[EBoard|eBoard's]] [[Dashboard]] area.&lt;/small&gt;<br /> <br /> ==Job information and search==<br /> <br /> Each job entry on the lists shows a subset of details:<br /> <br /> [[File:Job Subset.JPG|1500px]]<br /> <br /> *&lt;strong&gt;#&lt;/strong&gt; - the job number/ID. If the job is an [[EBoard|eBoard]] job, this will be the same number across the systems.<br /> *&lt;strong&gt;Client&lt;/strong&gt; - the client's name and the description of work activity.<br /> *&lt;strong&gt;P/O&lt;/strong&gt; - the job's purchase order number (if available).<br /> *&lt;strong&gt;Address&lt;/strong&gt; - the job's location and your reference number (if available).<br /> *&lt;strong&gt;eBoard&lt;/strong&gt; - a tick [[File:EBoard_Tick.JPG|40px]] will show if this job is an [[EBoard|eBoard]] job.<br /> *&lt;strong&gt;Start&lt;/strong&gt; - the start date of the job. This is the date the job has been created in the [[Tracking|Tracking System]], either through eBoard or by adding a [[Dry Hire|dry hire]] job.<br /> *&lt;strong&gt;End&lt;/strong&gt; - the end date of the job. Jobs will show as 'Ongoing', unless an end date has been supplied in the job's [[Job details|details]] or it has been completed/cancelled.<br /> *&lt;strong&gt;Status&lt;/strong&gt; - the job's [[Tracking|Tracking System]] status.<br /> <br /> [[Category:Tracking]]</div>

User http://wiki.roaddirect.co.nz/index.php?title=Tracking&diff=49 2024-04-25T11:53:08Z

<p>User: 1 revision imported</p> <hr /> <div>The Tracking System allows you to track resources and time associated with a job for billing and reporting purposes.<br /> <br /> It is designed to work in tandem with [[eBoard]], but can also be used as a standalone system for tracking time and equipment associated with '[[Dry Hire|dry hire]]' jobs.<br /> <br /> The Tracking System consists of:<br /> <br /> *[[Task Status|Tasks by status]] and [[Drivers|tasks by driver]]<br /> <br /> *[[Tracking Jobs|Jobs list]]<br /> <br /> *[[Invoices|Invoices list]]<br /> <br /> *[[Reports]]<br /> <br /> *[[Tracking Settings|Settings]]<br /> <br /> *[[My Tasks]]<br /> <br /> [[Category:Tracking]]</div>

User http://wiki.roaddirect.co.nz/index.php?title=Special_Events&diff=47 2024-04-25T11:53:08Z

<p>User: 1 revision imported</p> <hr /> <div>This section is where users can define special events, e.g. dates on which cruise ships are in port.<br /> Special event dates have a category (e.g. NZ public holiday) which has a colour associated with it, and also a description (e.g. Otago Anniversary Day).<br /> <br /> By default, all organisations get the New Zealand public holidays.<br /> <br /> Special event dates appear with a &lt;span style=&quot;background:rgba(255, 102, 204, 0.2);&quot;&gt;light pink background&lt;/span&gt; on calendar pickers.<br /> <br /> The category and description are displayed in the day header on the [[calendar]].<br /> <br /> [[Category:Settings]]</div>

User http://wiki.roaddirect.co.nz/index.php?title=Document_Library&diff=45 2024-04-25T11:53:08Z

<p>User: 1 revision imported</p> <hr /> <div>This section is where users can upload non-TMP documents, e.g. Health and Safety forms.<br /> <br /> [[Category:Settings]]</div>

User http://wiki.roaddirect.co.nz/index.php?title=TMP_Library&diff=43 2024-04-25T11:53:08Z

<p>User: 1 revision imported</p> <hr /> <div>This is where a user can upload TMP diagrams or written TMPs which can be used for multiple jobs (e.g. generic TMPs) for their organisation.<br /> <br /> The standard CoPTTM TMPs are provided to all organisations.<br /> <br /> [[Category:Settings]]</div>

User http://wiki.roaddirect.co.nz/index.php?title=TMP_Templates&diff=41 2024-04-25T11:53:08Z

<p>User: 1 revision imported</p> <hr /> <div>This is where a user can create and edit written TMP Templates, which can be used to generate written TMPs.<br /> <br /> Information recorded in a template is combined with information from a specific job to generate a written TMP for a job.<br /> <br /> [[Category:Settings]]</div>

User http://wiki.roaddirect.co.nz/index.php?title=Dropdowns&diff=39 2024-04-25T11:53:07Z

<p>User: 1 revision imported</p> <hr /> <div>This is where a user can configure the options which appear in the various drop-down lists found when adding or editing jobs.<br /> <br /> [[Category:Settings]]</div>

User http://wiki.roaddirect.co.nz/index.php?title=Settings&diff=37 2024-04-25T11:53:07Z

<p>User: 1 revision imported</p> <hr /> <div>The Settings section provides an interface to customise eBoard for your organisation.<br /> <br /> This includes:<br /> * [[Dropdowns]]<br /> * [[TMP Templates]]<br /> * [[TMP Library]]<br /> * [[Document Library]]<br /> * [[Special Events]]<br /> <br /> [[Category:Settings]]</div>

User http://wiki.roaddirect.co.nz/index.php?title=Vehicles&diff=35 2024-04-25T11:53:07Z

<p>User: 1 revision imported</p> <hr /> <div>All of the actions on this page, and availability of the page itself, are dependent on your [[User Access Level|access level]].<br /> <br /> The Vehicles page is where new vehicles can be added and existing vehicles can be edited.<br /> <br /> Each vehicle can be given detailed information, which you can refer to when choosing vehicles for a job. Vehicles are checked as to their suitability for the job or staff chosen when selected (see [[Competency]]).<br /> <br /> The &quot;dotdotdot&quot; context menu at the end of each row provides the following actions:<br /> <br /> * View<br /> ** this option displays all of a vehicle's details and allows them to be updated<br /> * Delete<br /> ** this option allows a vehicle to be deleted<br /> <br /> [[Category:Resources]]</div>

User