...
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 associated allocated staff details.
Client Details Group
Group | Description |
|---|---|
Client | Job number and client details. |
Contacts | Contact information. To contact a contact, tap one of the iconsAn email can be raised by tapping the email icon. |
Job Address | Job address details. |
Staff | Internal job associates. To contact a staff member, tap one of the icons. An email can be raised by tapping the email icon |
House | House information. |
| Info |
|---|
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. |
...
| Tip |
|---|
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. |
...
- Tap a selected item. The Document Item dialog will be displayed. Information relating to the item will be shown.
- Tap Cancel to close.
Post Contract Variations View
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. |
...
- Tap a selected item. The Document Item dialog will be displayed.
- Tap Cancel to close.\
Final Variation List View
...
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. |
...
- Tap a selected item. The Document Item dialog will be displayed showing the details of the item.
- Tap Cancel to close.
Colour Selection View
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
- Tap a colour selection item. The Specification dialog will be displayed. Further information about the selection will be displayed.
- Tap Cancel to close.
Job Files View
This view shows all Job Files assigned to a job, once they have been synchronised to the tablet device.
Action Group
| 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:
|
...