Step 1 - Framework User Configuration
Note: This step is performed Framework ECM's Administration and Security modules.
Tablet PC users (such as Construction Supervisors or Construction Managers) are typically included in Framework as an
entity but not as a user. To use Framework Logistics Tablet, Construction Supervisors and Construction Managers must
also be Framework ECM users.
This step details the process to check for a Tablet PC user's entity settings and the creation of the Tablet PC user as a
Framework ECM user.
Check Entity Status
Check the entity status of the proposed Framework Logistics Tablet user.
1. Open Framework ECM.
2. Open the Administration module.
3. Open the Entity screen (Administration > Entity > Entity).
4. From the Entity Roles list, select Construction Supervisor.
5. Check if the Tablet PC User is in the list. If the user is on the list, continue with creating a new Framework user
(see below).
Note: If the user is not on the list, consult the Framework ECM User Guide for steps in adding a new entity.
Create New Framework User
To create a new Framework ECM user:
1. Open Framework ECM.
2. Open the Security module.
3. Open the User screen (Security > User).
4. Click New. The User (General tab) dialog will be displayed.
NOT FinishedFramework ConfigurationĀ - ECM
- Create the Construction Supervisor and Manager users
- Allocate Construction Staff Permissions for Logisics and ECM
- Enable the Construction Baseline and Best Possible Forecasting for Logistics
- Confirm and set up the Job Files path
- Confirm and set up the Logisitcs Master Files path
Framework Configuration - Logistics Desktop
- Configure Logistics Sites for staff and their Tablets
- Allocate users to Logistics Sites
Logistics Tablet Setup
- Implement Tablet connectivity (ie. VPN, Mobile Broadband, etc.)
- Install Framework Logistics Tablet software, finalise site configuration, etc.
Framework Install GuideView file name installationGuide_Fwork.pdf height 250 - Install Microsoft Outlook 32bit (64bit not supported)
- Purchase and Installation of PDF annotation software to allow marking up of Master Files (optional)
- Test connectivity, synchronisation, etc.
Call Forward Implementation - ECM
- Call Forward Allocation to Jobs
- Link Orders to Jobs
- Call Forward Backfill queries (if required)
- Additional Call Forward queries (if required)
Call Forward Implementation - Logistics Tablet
- Initial Logistics sync - (Advanced 1-7, Meeting Day sync, New Job sync)
- Job Files sync
- Master Files sync