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Questions about the Planning module
How to access the view by Site of the Planning ?
It is possible to toggle the planning view according to the preferences of the companies by clicking on construction site on the top left. This view allows you to see the number of workers simultaneously on a construction site. The 2 views of the planning by construction site and by worker are linked and work in the same way. Only construction sites in progress appear in the list of construction sites.
How does the planning work on the website ?
The schedule is easy to use. It is shared in real time. It can be modified by administrators or site managers according to the choices made in Settings. The workers always have their schedule updated on their smartphone. Workers receive notification that their schedule has been changed 30 minutes after the change has been made. It is possible to filter the workers by trade, team, user type... There are several views on the schedule, weekly, monthly, quarterly and semi-ann
How does the original filter work in the Planning ?
This filter is located at the top right of the schedule. In particular, the filter "Monday-Friday full" allows you to quickly see all the workers planned for the whole week. Conversely, the filter "Monday-Friday not full" allows you to see the workers who are not yet assigned to every working day.
How does the planning work on mobile devices ?
For administrators and Site managers, the schedule view is daily on mobile. For the workers, the view of the schedule is weekly. It is possible to plan simply by going to the planning tab on the phone. Only administrators and managers can plan from the phone. You must click on the white cross in the blue circle to assign a worker to a construction site on a given day.
How do notes work ?
Assign a note to a worker on his intervention by clicking on his assignment. The note will be accessible in real time on the phone. It is possible to modify the intervention hours directly in the note. Follow the details of the intervention directly in the news feed of the construction site or by clicking on the small icon.