Job Site Tracking | Sign Equipment In/Out (Enterprise)
Job Site Tracking enables equipment to be assigned to designated job sites and provides visibility into all units associated with each location. Equipment may also be assigned to individual employees for tracking and accountability. The information below outlines the use of this feature.
Setting Up A Job Site
To create a new Job Site, select the gear icon in the upper-right corner and choose Job Sites from the menu.
This action opens the Job Sites list. Select the blue New button in the upper-right corner to create a new site.
Enter the Name of the job site in the designated field. All remaining fields are optional. Select Save to complete the entry.
The newly created job site is added to the list and is available for assignment.
Signing Out Equipment To A Job Site
In the Equipment List, select the Action gear on the right and choose Sign Out.
Select the Job Site for equipment sign-out. Enter the date, time, and odometer reading of the unit at the time of sign-out. Assigning an Assignee is optional.
Selecting the Save button returns to the Equipment List.
Signing Equipment Back In
Upon return from the job site, equipment must be signed back in. Select the Action gear for the equipment and choose Sign In.
Enter the date, time, and meter reading for the equipment at the time of sign-in. Select Save to complete the process.
The unit is now available for assignment to another job site.
Bulk / Multi Sign In/Out
Multiple units can be signed out or signed in to a job site simultaneously from the Equipment List. Use the selection boxes on the left to mark the desired units. A blue action bar will appear at the top—select Sign Out or Sign In to apply the action to all selected units.
Viewing Job Site History And Expenses
Each time a unit is signed out or signed in, a record is generated in both the equipment’s history and the job site’s history.
To view a unit’s assignment history, select the unit from the Equipment List, navigate to the History tab, and choose the Assignments category. All assignment records will be displayed in a list below.
To view assignment history for an entire job site, select the Gear icon in the upper-left corner and choose Job Sites. Select the desired job site, then navigate to the Equipment tab to review the assignment history.
The Expenses tab displays costs associated with the job site. Currently, only General Expenses linked to the unit and Part line items added to a Work Order are shown. The total Work Order cost is not included; only the part line items are displayed.
The button to the right of the search box can be used to print the expense list or export it to a spreadsheet.
Closing A Job Site
When a job site is complete, all equipment must be signed back in. To avoid signing in units individually, the job site can be closed to automatically sign in all units.
To close a job site, open the Job Site Management screen via the gear icon in the upper-right corner. Select the job site to be closed, click the gear in the gray box next to the Edit button, and choose Close.
A confirmation pop-up will appear. Selecting OK will sign all equipment back in using the current date.
Signing Equipment Out To Employees
Equipment can also be signed out to an employee instead of a job site. Select the Action gear for the equipment and choose Sign Out.
On the Sign Out screen, leave the Job Site field empty and enter an Assignee only.
Because equipment can only be signed out to one entity at a time, signing it out to an employee serves to reserve the equipment or indicate that it is currently in use.
Deleting An Assignment
Accidental sign-ins or sign-outs can be removed from either the equipment’s Assignment History or the Job Site Management screen’s history. Select the Delete button at the bottom to remove the entry.
