The Client/Job Details screens display information about the selected client such as contacts, telephone numbers, email addresses, the job's address, staff, and house information.

Client and job details can only be viewed in Framework Logistics Tablet. The information contained in this area of the system can only be modified using Framework ECM.

Client Details Sidebar

The Client Details sidebar contains the following options:

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.

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.

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.

Procedures

Emailing Client/Staff Contacts

Tap the Email icon. An email will be launched with pre-filled details for the job/client.
Enter the details within the email.
Tap Send. The dialog will close and an email will be sent.

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

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

By default, the document item description is limited to one line when viewed on the screen; however it is possible to view the entire item description if required.

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

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

By default, the document item description is limited to one line when viewed on the screen; however it is possible to view the entire item description if required.

Tap a selected item. The Document Item dialog will be displayed.
Tap Cancel to close.

Final Variation List View

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

By default, the document item description is limited to one line when viewed on the screen; however it is possible to view the entire item description if required.

Tap a selected item. The Document Item dialog will be displayed showing the details of the item.
Tap Cancel to close.

Building Variations 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.

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

By default, the document item description is limited to one line when viewed on the screen; however it is possible to view the entire item description if required.

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:

Name
Date Modified

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