The schedule

When you have finished assigning your workers, you will send the schedule with the information for the day.

Prepare the schedule for the day

1. From theHome | Site planning | Worker schedule

2. Click on the day of the site you want to send the schedule

3. Check if you have assigned all your workers to the worksite

Confirm schedule for the day

1. Before confirming your schedule, you can choose to send your schedule:

   1. Configure sending time and date

      1. Press the button At a specific time (yyyy-mm-dd hh:mm)

      2. You arrive on the page Shipping options

      3. In Shipping method, choose At a specific time

      4. Click in the field Time of sending

      5. Choose your sending date and time. Use the sliders for the precise time or press NOW to set the current time

      6. You can write a message that will be sent with the schedule

      7. Press Confirm when you are finished

   2. Configure while waiting for confirmation

      1. Press the button At a specific time (yyyy-mm-dd hh:mm)

      2. You arrive on the page Shipping options

      3. In Shipping method, choose When confirming

      4. You can write a message that will be sent with the schedule

      5. Press Confirm when you are finished

   3. Configure not to send the schedule automatically (manual sending)

      1. Press the button At a specific time (yyyy-mm-dd hh:mm)

      2. You arrive on the page Shipping options

      3. In Shipping method, choose Do not send the schedule

      4. Press Confirm when you are finished

2. Press the button Confirm schedule when you are ready to send the schedule

Send schedule for the day

1. After you confirm, here are the actions that occur when you choose:

   1. Configure sending time and date

      1. A message will appear: EXPECTED SHIPPING according to the time and date chosen with the countdown next to the information

   2. Configure while waiting for confirmation

      1. A message will appear: THE SCHEDULE WILL NOT BE SENT AUTOMATICALLY

      2. When you have received your confirmation, you can press Send now

      3. Another message will appear: EXPECTED SHIPPING IN A FEW MOMENTS...

      4. Press Refresh to proceed with sending the schedule

   3. Configure not to send the schedule

      1. A message will appear: THE SCHEDULE WILL NOT BE SENT

      2. Press Finalize this review. For more details on the revision, go to the section Revision of the schedule

2. If the schedule has not yet been sent, the button Mark as unconfirmed gives you a chance to modify the schedule before sending

3. When the schedule is sent, you can see your recipients, when the schedule is sent and when your recipients viewed

Receive the schedule (PDF)

1. You receive the schedule in PDF format by email

2. The schedule opens in another browser tab. You have all the information for the day of the worksite

3. By clicking on the map, Google Maps will open in another browser tab

4. To the left of your project number, you will see a paper icon

5. Click on theicon and you access the attachments of the sites

Revision of the schedule

1. After submitting the schedule, you can make revisions on the job site. Press Review the schedule

2. The software will ask you “Do you want to review the schedule and lock the day from yyyy-mm-dd?”, press Confirm

3. You are back on the day’s schedule for your worksite. You can make your changes

4. Press Confirm schedule when you have finished your changes. You can always configure your sending method before pressing confirmation

5. Now, two documents appear before you: Employee schedule And Changes to workers’ schedules

6. You will notice that the document Changes to workers’ schedules presents special annotations:

   1. Purple annotation : modification made on site

   2. Green annotation (with a +) : adding a worker

   3. Red annotation (the name crossed out) : withdrawal of a worker

7. You can cancel the review by pressing the button Cancel review (the button next to Mark as unconfirmed)

8. You can always edit (if you haven't sent the schedule) by pressing Mark as unconfirmed

9. When the schedule is sent, you can see your recipients, when the schedule is sent and when your recipients viewed

10. On the left side, you can return to the Site planning by pressing Consult the worksite planning or you have the option to return to the main menu Worker schedule by pressing on Dashboard

Change in schedule

You can see the changes on the left side in the section Change. Here is a list to understand the changes:

• Pencil with purple writing : you have modified your site in the mobile web application

• + with green writing : you added a worker

• - with red writing : you removed a worker

Cancel a review

1. On the left side of the window you have a section Revision R# (the version of your revision)

2. Click on Cancel review

3. The software will ask you “Do you want to cancel the schedule revision and return to the previous revision?” », press Confirm