Synchronising Logistics Data

Owned by Julie Doyle-Whitelock (Deactivated)
Last updated: Feb 03, 2019
5 min read

The synchronise function is used to establish a connection between the Tablet PC and the office, and to synchronise data.

Synchronisation Settings - Standard

Data can only be synchronised when the connections to the internet, VPN, and Framework have all been confirmed.

  1. From the Framework Logistics Synchronise dialog, select the Standard tab.
  2. Select a standard profile. The synchronise will begin automatically.
  3. When the synchronise has completed, click OK. The Framework Logistics Synchronise dialog will automatically close.

Synchronising Construction Logistics

The Framework Logistics Synchronise dialog includes a number of profiles that are used to update specific data. When databases are large and not all data needs to be updated, selection of one of these profiles will dramatically reduce the amount of time a data synchronise may take to complete.


Standard Profiles

The following table lists the standard synchronisation profiles.

Profile

Description

Daily 'Upload Only' Synchronise

Uploads the Tablet PC construction data to the office.

Daily 'Full' Synchronise

Uploads the Tablet PC construction data to the office and downloads any office updates.

Meeting Day Synchronise

Updates the job and construction details between the office and the Tablet PC.

Note: At the successful conclusion of a Meeting Day Synchronise, users are prompted to perform a New Jobs Synchronise if job changes have been detected.

New Jobs Synchronise

Downloads new jobs that have been allocated to the Tablet PC.

Office Data Synchronise

Updates the Tablet PC with all non-job data from the office.

Note: If an Office Data Synchronise has not been performed for two weeks it will be performed automatically as part of a Meeting Day Synchronise.


Synchronisation Settings - Advanced

Data can only be synchronised when the connections to the internet, VPN, and Framework have all been confirmed.

  1. From the Framework Logistics Synchronise dialog, tap the Advanced tab.
  2. Select the required profile from the list. The list of recommended data packets to be synchronised will be ticked.
  3. Check or uncheck the data to be synchronised by tapping the check boxes next to the relevant data packets.
  4. Tap the Select Jobs to Synchronise popup button. The Select Jobs to Synchronise dialog will be displayed, with the default setting of All Jobs selected.



  5. Tap the Synch? cell for each job to be synchronised. The tick for the All Jobs row will be automatically cleared.
  6. Tap Close. The Select Jobs to Synchronise field will now display Selected Jobs in the field.
  7. Tap . The synchronise procedure will begin and the progress of the synchronise will be displayed. On completion, theSynchronisation Complete message will be displayed.
  8. Tap OK.
  9. The Framework Logistics Synchronise dialog will be automatically closed.

Advanced Profile Selections

The following table lists the advanced synchronisation profiles.

Profile

Description

Daily (Upload Only) - Construction Data

Synchronises key construction data, including all call forward details. This option only updates changes made on the Tablet PC and does not check for changes in the office.

This is the fastest possible synchronise and as such should be performed at least once per day.

Daily (Full Sync) - Construction Data

Synchronises key construction data, including all call forward details. This option sends Tablet PC changes to the office and retrieves changes made by the office.

This synchronise should be performed wherever possible (time permitting) and must be run on the day when the next progress period is released.

Daily - Notifications, Estimates, WOs, etc.

Synchronises Framework messages and notifications for jobs and call forward items. Also synchronises progress claims and construction delays.

This should be performed at least once per day to receive new messages/notifications.

Weekly

Synchronises core job information including client details, documents, colour selections, and work flow data. Also synchronises non-job data including static data, preferences, staff, suppliers, and traders.

This should be performed at least once per week or when any of the above details for a job is updated.

Update Allocated Jobs

Synchronises all job details including construction data for any jobs newly allocated to the Tablet PC. This synchronise will automatically perform a daily, weekly, and monthly synchronise of job data before downloading new job details.

Monthly

Synchronises construction template data, orders, integration information, and standard note template details.

This should be run once per month, or when template details are changed.

Quarterly

Synchronises house product, company information, suburbs, estates, diary, and delay configuration details.

This should be run once per quarter or when any of the above details for a job is updated.

Annually

Synchronises rarely changed information including calendar, security, configuration, and repository management details.

This should be performed once per year or when any of these details are changed.

All Data (Daily - Annually)

Synchronises all of the above data in a single operation.

This should be performed when a new Tablet PC is installed and configured to ensure all details are up-to-date.

Reconciliation Of All Data

Synchronises all Tablet PC data, reconciling any details that should not be on the Tablet PC and removing it from the local Tablet PC database.

Delete Unallocated Data

Determines any details that should not be on the Tablet PC, removing them from the local Tablet PC database.

Std. Daily 'Upload Only' Synchronise

Uploads the Tablet PC construction data to the office.

Std. Daily 'Full' Synchronise

Uploads the Tablet PC construction data to the office and downloads any office updates.

Std. Meeting Day Synchronise

Updates the job and construction details between the office and the Tablet PC.

Note: At the successful conclusion of a Meeting Day Synchronise, users are prompted to perform a New Jobs Synchronise if job changes have been detected.

Std. New Jobs Synchronise

Downloads new jobs that have been allocated to the Tablet PC.

Std. Office Data Synchronise

Updates the Tablet PC with all non-job data from the office.

Note: If an Office Data Synchronise has not been performed for two weeks it will be performed automatically as part of a Meeting Day Synchronise.

Job Files

Synchronises jobs files.

Master Files

Synchronises master files.

Stored Procedures

Synchronises stored procedures.

Select The Data To Be Synchronised

The following data can be synchronised: 

  • Construction Progress
  • Notifications, Estimates, Work Orders
  • Jobs, Purchase Orders, Tenders, Variation Orders, Colours
  • Tablet, Static Data, Entity, Preferences
  • Keys, Templates, Standard Notes
  • Company, Product, Land, Diary
  • Calendar, RMS, Security
  • Synchronise Job Files
  • Synchronise Master Files

Failed Synchronise

CRITICAL

Any failed synchronise, regardless of the percentage complete, MUST be re-synchronised in full.

Multiple Daily Synchronises

Users can synchronise multiple times throughout the day which will get quicker as the day goes on, but do not add up to the same as performing one at the end of the day. Synchronise times MAY be quicker than one at the end of the day, but will not represent significant time savings over the one daily.

Reallocation and New Supervisors

For information on synching for a new Supervisor, please see Reallocate Jobs Between Supervisors.