My Work Queue

  • On the Device, Planner Mode, defaults to the 'My Work Queue' planner option.   The 'My Work Queue' View shows user all Tasks assigned to you on a Daily Basis.




Adding New Items in 'My Work Queue'

  • Users can add New Items in 'My Work Queue' by clicking on the Green '+' button. The following options are available:
  • Journal Entry - Select this option to add a Journal Entry
  • Work Labor - Select this option to submit Work Labor
  • Daily Impacts - Select this option to add a Daily Impact
  • Additional Actions - Filters to only Show Work Labor assigned to the specific user
  • Request Safety Permit - Filters to only Show  Inspections assigned to the specific user 
  • Create STA - Filters to only Show Permits assigned to the specific user 



Journal Entry

  • To add a Journal Entry, select Date/Time, add a description and click 'Save'.




Work Labor

  • To submit 'Work Labor', Select a Trade and Add a Date,  or click on the 'Copy yesterdays values' to populate the fields. Click 'Save Draft', or 'Submit' to submit your Work Labor.



Daily Impact

  • To add a 'Daily Impact',  Add Date and Time.  Add a description/file or photo. Select 'All Day' or 'Part of Day',  and select a 'Severity'.   Click 'Save' to save your Daily Impact.



Additional Actions


  • Clicking on the 'Additional Actions' button lets user to create a new item in the selected App.



Request Safety Permit


  • To request a 'New Safety Permit',  Select a Safety Category and enter a 'Reason for request'. Select a Start Date and Duration. Click 'Done' to save the New Safety Permit.



Create STA

  • To create a 'Safety Task Analysis',  first, Select an STA. With a Safety Task selected, read the 'Description' and 'Safety Instructions'.  Be sure to view any attached Files. Once done, check the 'I have read and acknowledged all related STA'.  This will activate the 'Acknowledge Safety' option. Click 'Acknowledge Safety' to acknowledge your STA.



'My Work Queue' Filter Options


  • 'My Work Queue' allows to filter the Queue with following options:
  • All - Shows All work and Reports assigned.
  • Work Assigned - Filters to only show Work Assigned.
  • Daily Reports - Filters to only Show Daily Reports assigned.
  • Work Labor - Filters to only Show Work Labor assigned to user.
  • Inspections - Filters to only Show  Inspections assigned to user.
  • Permits - Filters to only Show Permits assigned to user.


  

'My Work Queue' Sort Options

  • In 'My Work Queue' you can Sort your Queue by the following options:
  • Newest - Shows the Newest Items in your Queue.
  • Oldest - Shows the Oldest Items in your Queue.
  • Closest - Shows the Closest Items in your Queue.



Planner Overview

Planner Overview

Boards & Schedules Overview

Boards Overview

Schedule Overview

Risks Overview

Resources Overview

Calendars Overview

Dispatch View Overview

Daily Reports Overview

Planner on Devices

Planner Overview - Tablet

Planner - My Work Queue - Tablet

Planner - Boards & Schedules - Tablet

Planner - Calendar View - Tablet

Planner - Daily Reports - Tablet

Board How To?

How to Create a Board

How to Edit a Board

How to Delete a Board

How to Group Boards

How to Filter Boards

What is Plan View

What are Different Boards Types

Board Tags How To?

How to Create a Tag

How to Create a Priority Tag

How to Create a Milestone

How to Dispatch a Tag

How to Auto Dispatch Tags

How to Group Tags

How to Filter Tags

How to Filter Tags by Date

How to Add a Comment to a Tag

How to Add Constraint/Issue to a Tag

How to Link Tags

How to Set a Tag as Complete

How to set a Tag as Verified

How to Copy a Tag

How to Delete a Tag

How to create Rollup Tags

How to assign Rollups to a tag

How to Set a Default GPS Location on Tag

How to Add a New Location to Sub Levels in Location Manager

How to Add/Modify Custom Location on Tag

What is the Tag Shelf




Last Updated: Oct-06-22