Field Log Updates to Support Field
Numerous updates are made to Field Logs to improve the user experience in both Field and ComputerEase, including syncing of field names, longer user-defined fields, printing enhancements, and numerous UI improvements for ease of use.
Desktop Field Logs
The overall look of the view is improved, with the ability to assign User Defined Fields to a particular section.
Additionally, the following sections were updated with UI and printing improvements:
- Weather Information
- Employees Section
- Subcontractors
- Material
- Equipment
- Visitors
- Additional Information (formerly User Fields)
Each section was updated with printing improvements, including the following:
- Section headers
- User-configured section order
- User Defined Fields in user-assigned sections and order.
- Enhanced Comments area allowing up to 999 characters for maximum visibility when printing, including text wrapping.
These changes are reflected in Field Log Report - Single and Field Log Report - Multiple.
Any additional changes by section are detailed below.
Weather Section
The following UI changes were made for ease of use:
- Added Comments field for use with Field and Desktop.
Employees Section
The following UI changes were made for ease of use:
- Added Cost Code, Phase, and Category for use with Field and Desktop.
- Moved the Comments field below each Employee line and indented the field so that the comments begin in line with the Employee Name.
- Relabeled "Time In" and "Time Out" to "Start Time" and "End Time".
Subcontractors Section
The following UI changes were made for ease of use:
- Added Cost Code, Phase, and Category for use with Field and Desktop.
- Moved the Comments field below each Subcontractor line and indented the field so that the comments begin in line with the Name.
- Relabeled "Men" to "Worker Count".
- Relabeled "Time In" and "Time Out" to "Start Time" and "End Time".
Material Section
The following UI change was made for ease of use:
- The amount for the Quantity field allows for up to four decimals spaces and can display much larger values, eliminating the need to split quantity entries.
Equipment Section
The following UI changes were made for ease of use:
- Moved the Comments field below each Equipment line and indented the field so that the comments begin in line with the Equipment Name.
- Added Equipment Cost Code and Cost Code Description.
- Added Cost Code, Phase, and Category for use with Field and Desktop.
User Fields Section
The following UI changes were made for ease of use:
- Relabeled as "Additional Information".
- Added Equipment Cost Code and Cost Code Description.
- Added Cost Code, Phase, and Category for use with Field and Desktop.
Productivity Section (New)
Added a new section for use with Field and Desktop. This tab allows you to enter Productivity details that include Cost Code, Phase, Category, New Units Completed, Cost to Finish, and Percent Complete, which can update Job Cost Production.
Editing Field-Generated Field Logs
As a Field User, if an office employee edited my Field Log submission, the changes will be updated to Field.
- Desktop deletion of an entire Field Log created by Field is not allowed.
- Individual Field Log records generated through Field may be edited, but not deleted.
Field Log Users
Automatic Time and Equipment Import Setting
Previously, Field Log users had to manually import Time and Equipment data into Field Logs. Select new checkboxes for Automatic Time Import and Automatic Equipment Import to import the data automatically. The default for both options is Yes.
Communicate Field Logs to the Desktop
Field Log users can now enter Field Logs through field and then sync them to the Desktop.
Longer User Defined Fields
Field Log screens now display properly on the desktop, including longer specified User Defined Fields/values, via stacking or text wrapping.
Comments Field Extended
The Comment field on all Field Log Sections in Entry and Edit screens is now extended to 999 characters to allow for more thorough entries. A portion of the comment is displayed and clicking on the Icon provides an expanded editable view of the text.
Field Log User and Source Logging
Field and Desktop Field Logs now track the User who created the Log and the method (source) they used to create it. This feature allows multiple users to create and submit Field Logs for the same job and for a single Field Log Type.
Management Center
Filters in the Management Center
In the Management Center, you can now filter entries by User or Source to more easily see entries by person or entry.
New Functionality in Management Center
Updates to the Management Center include the following:
- Created By [User Name] - New column allows you to see who created a Field Log from Desktop (ComputerEase username) or Field (Field username).
- Source - New column identifies the method that created the Field Log. Values can be Field, FieldEase, or Desktop.
- For FieldEase Field Logs, the Batch column was removed as the batch is now combined with the Source.
If user permissions allow, newly submitted Field-generated Field Logs will automatically import when opening the Management Center. The Created By and Source fields will display in boldface to indicate that they are newly loaded and not yet viewed.
Management Center Download Permissions
System administrators can limit a user's ability to download newly submitted Field Logs. To do this, edit a user's settings by selecting Programs > Project Management > Document Management > New Field Log Download and Notifications on the User Settings window when logged in as a PW MAINT user.
Integration of Desktop and Field
Equipment Code Information
Equipment Code information sharing between Field and desktop is improved. Equipment Code information is now included on relevant reports.
Field Name Consistency
We have updated some UI components in the Desktop Field Log for consistency with Field, and to help you better identify what the information is, as well as help you correlate and communicate with Field users.
The following changes are made:
- In Field Log Type Maintenance, the Sections/Tabs header is updated to Enable and Order Sections. The Enable User Fields option is updated to Additional Information (User Defined Fields).
- In Access Groups, Field Log Types on the landing page is updated to Field Logs. The Filter fields are updated to From Type and To Type.
Desktop Edits of Field Logs
Edits made in Field Logs by office/desktop employees are now reflected in Field. This includes updates made in the following sections: Employees, Equipment, Material, Notes, Productivity, Subcontractors, Visitors, and Weather. Note that Attachments added in Desktop will not sync to Field.
Document Management Users
Document Management Menu Changes
We have improved the Document Management menu so that different items have their own sections so that it is quicker and easier to find them.
The main sections now include:
- Document Manager - Includes: Work on Documents, View Documents, Reports, and Maintenance Programs.
- Field Logs - Includes: Create a Field Log, Edit a Field Log, Field Log Management Center, Field Log Production Updates, Import Field Logs from FieldEase, Reports, and Maintenance Programs.
- Punch Lists - Includes: Work on Punch Lists, Punch List Management Center, and Reports.
- Meeting Minutes - Includes: Work on Meeting Minutes (replace Enter with Work on), Print Meeting Minutes, Meeting Items History Report, and Meeting Item Group Maintenance (rename Edit Meeting Item Groups)
- User Reports
Field Log Administrator
Extend User Defined Field
Field Administrators can now add more characters in User Defined fields, up to 50 characters. This enables Field Log users to more easily identify the required input.
For example, you can update User Defined Fields in Vendor Maintenance, Employee Maintenance, and Field Log Maintenance.
Limit the Types of Logs End Users Can Access
Field Log Administrator can now limit the types of Logs end users can use in Field.
Collect and Store Creation Date and Time for Field Logs
Field Log Administrators are now able to order the Sections they have configured in Field Type Maintenance.
To configure the screen layout, ensure Section Order from Field Type Maintenance is sent to the API.
Create, Collect, and Store Creation Date and Time
Previously, Field Log creation information was collected in Field. However, office administrators also need to track Desktop Field Log Creation.
- When creating a new Field Log in the Desktop, record the Creation Date and Time.
- Field Logs created in FieldEase will not collect Creation Date and Time.
Access Control to Field Logs
Field Logs can now be added as an option in Roles that controls access to the module. This is done within Makedisk.
Control Screen Layout
Field Administrators can now control the order of information displayed in Field Log Types and Fields within the app for an improved user experience.
For Document Management and Field Log Type Maintenance, you are now able to do the following:
- Specify the order of the "Sections" as they will appear in Field Log Entry and Reports.
- Drag and Drop functionality to define order.
- Provide messaging next to or under Move buttons.
(Deltek Tracking Number: 1876252)