Job Site Tracking | Sign Equipment In/Out
Job Site Tracking is an Enterprise-level feature introduced in version 3.0.2. It allows equipment to be signed out to a job site and provides a view of all units assigned to that site. Equipment can also be signed out to individual employees for tracking purposes. The following information outlines how to use this feature.
Setting Up A Job Site
To create a new Job Site, click the gear icon in the top-right corner and select Job Sites.
This opens the Job Sites list. Click the blue New button in the top-right corner to create a new site.
Enter the Name of the job site in the designated field. The remaining fields are optional. Click Save when finished.
The new job site is now added to the list and is available for use.
Signing Out Equipment To A Job Site
In the equipment list, click the Action gear on the right and select Sign Out.
Select the Job Site to which the equipment will be signed out. Specify the date, time, and odometer reading of the unit at the time of sign-out. Assigning an Assignee is optional.
Clicking the Save button returns to the equipment list.
Signing Equipment Back In
When the equipment is returned from the job site, it must be signed back in. To do this, click the Action gear for the equipment and select Sign In.
Enter the date, time, and meter reading for the equipment at the time of sign-in. Click Save to complete the process.
The unit is now available to be signed out to another job site.
Bulk / Multi Sign In/Out
Multiple units can be signed out or in to a job site simultaneously from the equipment list. Use the selection boxes on the left to check the desired units. A blue action bar will appear at the top—click 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 created 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, click the Gear icon in the top-left corner and select Job Sites. Choose the desired job site, then navigate to the Equipment tab to see 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. Note that the total Work Order cost does not appear here—only the part line items are included.
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 top-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. Clicking 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. To do this, click the Action gear for the equipment and select Sign Out.
On the Sign Out screen, leave the Job Site field empty and enter an Assignee only.
Since 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 deleted from either the equipment’s Assignment History or the Job Site Management screen’s history. Click the Delete button at the bottom to remove the entry.
