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The Client Details sidebar contains the following options:
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Action Group
Action | Description |
|---|---|
View | Opens the Entity Details dialog for the currently selected contact. |
View Group
View | Description |
|---|---|
Client | Opens the Client Details View |
Tender | Opens the Tender View |
PC VO | Opens the Post Contract Variations View |
Admin FVL | Opens the Final Variation List View |
Building VO | Opens the Building Variations View |
Colours | Opens the Colour Selection View |
Photos | Opens the Photographs View. |
Job Files | Opens the Job Files View. |
Client Details View
The Client Details view displays basic client and job information, such as contacts against a client, contact details (details update based on which contact is selected), job address, house type/design information, and allocated staff details.
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Client Details Group
Group | Description |
|---|---|
Client | Job number and client details. |
Contacts | Contact information. An email can be raised by tapping the email icon. |
Job Address | Job address details. |
Staff | Internal job associates. An email can be raised by tapping the email icon |
House | House information. |
| Info |
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By default, the client details shown on the right of the client will be those of the primary contact set against the client. To see the other clients details (e.g. Sara Benton's), you would need to tap on the secondary contacts name. |
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| Tip |
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Tapping on the name of an entity (e.g. the Administrator under the staff menu) will bring up the contact details for that Framework staff member. This can be useful for viewing all details quickly and easily. |
Tender View
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Tender List
Column | Description |
|---|---|
# | Document item number. |
Description | Description for the item as entered into the Variation Price Book (VPB) or the Document Item in Framework ECM. |
Price Information | Price status of the tender item. Example: Included, By Client, No Charge, Note Only, Declined, Complimentary, etc. |
Procedures
Viewing Document Items
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Post Contract Variations View
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Filter Group
Selections | Description |
|---|---|
Select Variation | Displays the selected variation. Tap the drop-down list to select a different variation, if many exist. |
Total Variations | Total number of variations available. |
Post Contract Variations List
Column | Description |
|---|---|
# | Post contract variation number. |
Description | Post contract variation description. |
Price Information | Price status of the post contract variation item. Example: Included, By Client, No Charge, Note Only, Declined, Complimentary, etc. |
Procedures
Viewing Document Items
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Final Variation List View
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Final Variation List
Column | Description |
|---|---|
# | Final variation number. |
Description | Final variation description. |
Price Information | Price status of the final variation item. Example: Included, By Client, No Charge, Note Only, Declined, Complimentary, etc. |
Procedures
Viewing Document Items
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Building Variations View
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Filter Group
Selections | Description |
|---|---|
Select Variation | Displays the selected variation. Tap the drop-down list to select a variation, if many exist. |
Total Variations | Total number of variations available. |
Building Variations List
Column | Description |
|---|---|
# | Building variation number. |
Description | Building variation description. |
Price Information | Price status of the building variation item. Example: Included, By Client, No Charge, Note Only, Declined, Complimentary, etc. |
Procedures
Viewing Document Items
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This view shows the colour selection document signed by the client, that is held within Framework ECM. This can be useful in viewing the design/specifications against a job, based on client selections.
Colour Selection List
Column | Description |
|---|---|
Item | Colour selection item. |
Selection Level 1 | Selection Level 1 |
Selection Level 2 | Selection Level 2 |
Selection Level 3 | Selection Level 3 |
Selection Level 4 | Selection Level 4 |
Procedures
Viewing Colour Selection Items
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This view shows all Job Files assigned to a job, once they have been synchronised to the tablet device.
Action Group
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Action | Description |
|---|---|
View | Open the selected job file for viewing in your computers default application for that file type. |
Copy For Me | Places a copy of the selected file into the 'Construction Supervisor Tablet PC Files' folder for edit by the supervisor. |
Copy To Temp | Places a copy of the selected file in the C:\Framework\Temp location, which can be useful for temporarily holding a copy of the file for sending |
Explore | Opens the selected folder location in File Explorer on your PC. |
Delete | This option is unavailable. |
Job Files List
Group | Description |
|---|---|
Folders | Folder structure for job folders. |
Files | Displays file information for the selected folder, such as:
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