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Article Index
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The Call Forward sidebar contains the following options:
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Action Group
Action | Description |
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New | Opens the Create New Item tab of the Notifications Call Up Wizard dialog. |
Edit | Opens the General view of the Call Forward Item dialog. |
Delete | Deletes the selected item. |
Call Up | Calls the selected item. |
Call Off | Calls off the selected item. |
Delay | Opens the delayed start/completion notes view against a Call Forward item. |
Comment | Opens the Comment dialog against the currently selected Call Forward item. |
View Group
View | Description |
|---|---|
Call Forward | (Default) Opens the Call Forward view |
Programme | Opens the Programme view.
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Critical Path | Opens the Critical Path view.
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Filter Group
Filter | Description |
|---|---|
Incomplete | When bold, incomplete items are included in the list. |
Complete | When bold, completed items are included in the list. |
N/A Items | When bold, items that are not applicable are included in the list. |
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Selecting all filters (all bold) is the equivalent of selecting none, since they both return all results in the call forward view.
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Option Group
Filter | Description |
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Auto Called | When ticked, Called dates are automatically populated when the Called For date is entered. |
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The 'Auto Called' function can be used when completing consecutive data entry, where the called date is known to be today. Tapping on the called for date will also populate the called date, without the need to further tap on this. |
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Red - Profiled for Supplier Connect Call ups and there is NO PO linked to the Activity but to the same cost centre.
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Call Forward Group
Column | Description |
|---|---|
# | Call forward number. Tap to open the General view of the Call Forward Item dialog. |
CC | Cost centre code. Tap to open the General view of the Call Forward Item dialog. |
Load | Load against a cost centre (Databuild customers) |
Activity | Call forward activity. Tap to open the General view of the Call Forward Item dialog. |
Supplier | Supplier for the activity.
Supplier Colours Black - Supplier is not Profiled for Supplier Connect Call ups Blue- Supplier is Profiled for Supplier Connect Call ups and there is a PO linked to the Activity Red- Supplier is Profiled for Supplier Connect Call ups and there is NO PO linked to the Activity but to the same cost centre. |
 Orders | Number of purchase orders linked to the activity in the call forward. Tap to open the Items tab of the Purchase Orders dialog. |
Called | Date the activity was called. This date is specifically the day we spoke to a supplier, i.e. when we made contact with them. If no date has been entered, tap to enter today's date. Tap a second time to open the Select Date dialog. Tip: The Auto Called option on the side bar, when ticked, will automatically populate the Called date when the Called For date is entered. |
Called For | Called for date for an activity. This is the agreed upon date for the supplier/subcontractor to carry out works onsite. If no date has been entered, tap to enter today's date. Tap a second time to open the Select Date dialog. |
Start | Date the activity was started. If no date has been entered, tap to enter today's date. Tap a second time to open the Select Date dialog. |
Complete | Date the activity was completed. Tap to open the Select Date dialog. |
% | Percentage completed for the call forward item. For multi-day activities (e.g. Framers, Fix Carpenter etc), you may tap this column and select how many days have been completed. This is useful in achieving progress onsite when only one activity is being completed in a week. |
 Item Comments? | Displays a tick when an activity has an associated comment. Tap to open the Comments view of the Call Forward Item dialog. |
 Item Notes? | Displays a tick when an activity has an associated note. Tap to open the Item Notes dialog. Hover the mouse/pen over this field and it will display a tooltip with the text contained in the note. |
 Payment Approval 1? | Tap to approve a purchase order payment. |
 Checklists | Tap to open the Checklists dialog |
 Image? | Displays a tick when an activity has an associated image. Tap to open the Image dialog. |
Procedures
Adding Call Forward Dates
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For suppliers, in some cases, you may wish to acknowledge that a revised date has been confirmed without sending a new notification to a supplier. In this case, the 'Supplier Start/Approved?' field can be used in the Logistics Item dialog.
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Forecast Date | Description |
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Called | To determine when you would need to call the supplier, used essentially as a manual lead time prior to call-up. |
Called For | To forecast out when you would need a supplier/subcontractor onsite, without actually putting in a date on the call forward. |
Start | For determining when an activity is likely to start, based on real information, e.g. weather delaying work onsite. |
Complete | Used to show when an activity is likely to be complete, based on the supervisors knowledge of the project. Can be used to record where the supervisor is running ahead/behind of schedule. |
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Colour | Description |
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Green | Dates shown this colour when the forecast date is after today, i.e. in the future and not overdue. |
Red | Dates shown this colour when the forecast date is today, or before today's date. |
Blue | Shown when a supplier start/approved date is entered. Date in manual forecast start will show as red (in lieu of blue) when the supplier start/approved date is equal to or less than today's date. |
Scheduling
Call Forward scheduling is a feature of Logistics tablet whereby when an activity has it's called for date changed, it's descendant activities are rescheduled accordingly by the same number of working days. E.g if the parent activity has it's called for bumped by 3 working days, then all descendant activities will also have their called for dates bumped by the same number of working days, though they may be on different dates.
To use this feature, modify the called for date for a parent activity via the Call Forward dialog. You will be prompted whether you want to reschedule the descendant activities. A logistics item comment with the change is added for any descendants that are bumped.
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Only activities without SupplierConnect notifications are re-scheduled. |
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