Job Calendar in the Resource App
The jobs calendar has been brought to the Trackplan resource app. You can view job tasks on the calendar by day, week, or month, and scroll with the arrows through the various time periods selected. You can also use the drop-down date selector to pick a specific date.
Clicking on a job task from the calendar will take you to the Job Task Details view.
Multiple Ways to Raise a Request
There are now multiple ways to raise job requests with Trackplan. Users can be set up with individual logins for Trackplan and raise job requests from the main dashboard view. Multiple users can also share the one login, and provide their own email address when creating a request so they can receive updates.
Job requests can also be sent by email to a designated email address. Another way to raise job requests is by using a link generated by Trackplan which can be used by anybody who may need to raise an issue, for example residents in an apartment block.
New Dashboards for Job Requests and Helpdesk
New dashboard views have been added for job requests and users. These new dashboards will add more even more control over managing job requests, and helpdesk staff.
The job request view will give an over view of requests per site, by type and number raised over a 12 month period. The users view is a great tool which will give an overview of user activity and performance. Two helpful new additions to give you more control.
Asset Manager in the Manager App and Resource App
Assets can now be managed in the Manager App and the Resource App. So assets can be filtered and viewed. New assets can be created. Jobs can be created from assets and assets can be attached to existing jobs. See more on asset management software here.
Dashboard for Contractors, Engineeers and Users
Form Library – in the Manager App and Resource App
The Form Library is now available in both the Manager App and Resource App.
When you design forms (eg inspections, audit forms, meter readings) you can make them available for immediate entry from the Form Library, as well as by issuing them with a reactive or planned job. So now in the apps you can select a form from the form library and complete it there and then. Very quick and dead handy!
Job Requests – Create job request without needing a user login from a secure web page
Forms in the Manager App and Resource App
Forms designed in the main application for inspections, checklists, risk assessments, meter readings, surveys, risk assessments, permits to work can now be sent down to the Manager App and Resource App.
Allows questions of up to 12 question types to be answered including Pass/Fail, Dropdowns, Photos, Signatures…..
Easy to use and fast. Works offline.
Manager App – Relaunch
The Manager App has been relaunched using PWA (progressive web application technology) and so is now on the same platform as the Resource App for engineers and contractors. The app is web based BUT embeds on your phone or tablet like a traditional app. Quick and works offline!
The Manager App is intended for use by managers and supervisors. Very easy to use with some great features including:
- See all jobs and job details.
- Add photos, notes and documents to a job.
- Can complete forms sent down with a job or from the form library.
- Can create new jobs.
- Can assign jobs to another user or engineer to contractor.
- Can view assets, create assets, assign jobs to an asset.
Planned Maintenance – Smart scheduling
Planned Maintenance – Smart scheduling: Where an asset or site has 2 or more schedules can group the schedules so future bookings do not clash using superseding rules
Planned Maintenance – Future schedules can be viewed on calendar and timeline report
Stock – Upload from excel
Stock – Stock upload added to upload centre so can upload all stock and stock levels from spreadsheet
Planned Maintenance – Delayed job creation
Planned Maintenance – by default the next planned job is created as soon as the last one is created. Now, the next planned job can be delayed to days before it is actually due. Avoids confusion for the maintenance team
Contractors – Email Reminders for overdue work
Contractors – each contractor can be flagged to receive email reminders when an instructed job is just overdue and for every day thereafter
Notifications – Key job events
Notifications – users can be enabled to receive emails of key job events such as contractor instructed, contractor arrived, contractor completes. Improves communication for users and site managers to track the progress of their jobs