Foreman Training

Field Portal Application

The purpose of today’s training is to review the new Coordination QC process and process / application

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FIELD PORTAL LABOR MANAGEMENT

Field Portal Overview The application allows field Supervisors to manage labor production using their iPad!

Labor Management Application will: Allow field Supervisors to code hourly time to production Replace the use of the Planned Hourly SOV, Unplanned Hourly Request

Form & Field Time Coding

The purpose of today’s training is to review the new Coordination QC process and process / application

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FIELD PORTAL BENEFITS

Field Portal Benefits

Benefits of this application include: Code time easily for all hourly ITR & PDI field labor

Gain increased visibility for production labor costs

Request adjustments to the labor plan electronically

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NEW: LABOR MNGMT APP PROCESS

PM Setup Foreman Super PM Production

• Adds planned hours for Activities/ Rooms

• Submits the hourly Labor Plan

• Adjusts Planned Hours in preparation for baseline

• Creates daily timecard

• Adds team members

• Enters time in and out

• Selects tasks worked

• Distributes hours worked

• Submits timecards to Super

• Reviews the completion summary

• Reviews time cards & makes necessary adjustments

• Reviews tasks and activities

• Completes project look ahead & look ahead planning

• Reviews the Supers requests, comments, & adjustments

• Identifies and transfers unplanned hours

• Submits the updated labor plan

Let’s review the process for Foremen!

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Create daily timecards &

add team members

Enter time in/out & select tasks worked

Distribute hours worked

Submit timecard to the

Super

FOREMAN: CREATING DAILY TIMECARDS

Field Portal

NOTE: Foremen must select their project from the list

Each day, Foremen will:

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FOREMAN: ACCESSING THE SYSTEM

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FOREMAN: CREATING DAILY TIMECARDS

Grey: Timecard not created yet Orange: Open – daily Timecard was started, but not submitted Green: Daily Timecard was submitted to the Super Blue: Full week of Timecards approved by the Super for payment

In the calendar view, Foremen can create new timecards and/or access open timecards.

Create daily timecards & add team members

NOTE: Green & Blue timecards cannot be edited

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FOREMAN: SELECTING TEAM MEMBERS

To add team members to a timecard, Foremen will tap names of PDI & ITR workers who worked that day.

NOTE: Tapping the ‘Copy Last Timecard’ button will automatically select the same workers from the previously submitted timecard.

Create daily timecards & add team members

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FOREMAN: ADDING TEAM MEMBERS

For team members not listed, Foremen will: 1. tap ‘Add Team Members’ button. 2. complete all fields. 3. tap ‘Save’.

NOTE: If you are adding a new ITR Employee and do not see the Vendor name, contact your PM ASAP so that they can be added into the system.

Once all team members are

added/selected, tap ‘Next’

Create daily timecards & add team members

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FOREMAN: UPDATING TIME IN & OUT

To add time for workers, Foremen will: 1. review each Team Member’s defaulted Time in and Time out. 2. tap the + and – buttons to adjust times if necessary.

TIP: Contact the PM/Super to adjust the default in/out time

NOTE: Time is measured in increments of 15 minutes.

Enter time in/out & select tasks worked

Once time in and out is correct, tap ‘Next’

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FOREMAN: VIEWING AVAILABLE ACTIVITIES/ROOMS

Super Look Ahead: Lists any activities/rooms the Super has planned for your team.

Budgeted Areas: Lists all activities/rooms that have been budgeted by the PM.

All Areas: Lists all activities/rooms and allows you to create unplanned activities/rooms.

Once time is entered, Foremen will select activities/ rooms to allocate the time to. There are three different ways to view available

activities/rooms:

TIP: Tapping on the arrow will expand and collapse selected activities/rooms.

Enter time in/out & select tasks worked

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FOREMAN: VIEWING AVAILABLE ACTIVITIES/ROOMS

Super Look Ahead: Lists activities/rooms the Super has planned for your team.

Enter time in/out & select tasks worked

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FOREMAN: VIEWING AVAILABLE ACTIVITIES/ROOMS

Budgeted Areas: Lists all activities/rooms that have been budgeted by the PM (PM Planning).

Enter time in/out & select tasks worked

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FOREMAN: VIEWING AVAILABLE ACTIVITIES/ROOMS

All Areas: Lists all activities/rooms and allows you to create unplanned activities/rooms.

Enter time in/out & select tasks worked

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FOREMAN: DISTRIBUTING HOURS WORKED

Allocate the time they spent on Foreman tasks by tapping the hour selections on the right of the screen

Allocate hours to the tasks for each worker by tapping on the hours buttons.

Review the hours distributed for each worker.

Once activities/rooms have been selected, Foremen will distribute hours for themselves and each worker:

Distribute hours worked

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FOREMAN: DISTRIBUTING HOURS WORKED

TIPS: Tap an hourly selection a second time to remove it. Tap the calculator icon to enter a specific number of hours (15 minute increments).

Foremen will allocate the time they spent on Foreman tasks by tapping the hour selections.

Distribute hours worked

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FOREMAN: DISTRIBUTING HOURS WORKED

NOTE: As hours are selected the Lunch/Out line at the bottom of each team member’s section will start to reduce. For Example: If the team member took a ½ hour lunch leave 0.5 at the lunch/out line.

Foremen will allocate hours to the tasks for each worker by tapping on the hours buttons.

Distribute hours worked

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FOREMAN: DISTRIBUTING HOURS WORKED

Foremen will review the hours distributed for each worker. Distribute hours

worked

NOTE: The “Lunch/Out” total must represent the number of hours the worker was at lunch or offsite during the work day.

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FOREMAN: SUBMIT TIMECARD TO SUPER

Once all hours and distributions have been reviewed, Foremen will submit the time cards to the Super This will make the time cards “Read-Only.”

If adjustments are needed after timecard is submitted, contact the Super.

Submit timecard to the

Super

NOTE: Supers can adjust time cards until the end of the week.