COINS OA Enhancement: PC Dispatch Equipment to People

Transcription

1 Document Ref: OA_CE-PC001 (PDR 22872) Date: Jun Document Version: 1.0 Modules Affected: Equipment Manager Earliest available version of COINS: COINS OA v11.01 Documentation Updated: This document may contain information that is not incorporated into the documentation, such as procedures and sample reports, so you may want to keep a copy for future use. An archive of CE documents is available on the COINS web site Client Area. Construction Industry Solutions 6 Airport Park Blvd. Latham, NY Construction Industry Solutions

2 Contents 1 Overview Configuration Parameters Screen and Processing Changes EQ Catalog Fast Dispatch Rental Desk Pending Rentals Existing Rentals Off Rent Requests Unconfirmed Returns Completed Rentals Inventory Item Maintenance Site Equipment Workbench Fast Return Equipment Transfers Historical Responsibility Screens Construction Industry Solutions, Jun Page 2 of 14

3 1 Overview Functionality that allows you to record the person responsible for issued or dispatched equipment (EQ) has been added to the COINS OA Equipment Manager module. The equipment can be any rentable item, such as asset, bulk tool (inventory item), or kit. Basically, this functionality records who is responsible for a rental, or for sales who received it, by selecting a person from active Human Resource records. After dispatch has been confirmed, the Responsible Person field can no longer be updated; instead, you can click a link on that field to access a browse showing a history of responsibility. This functionality is found throughout the Rental Desk and Site Equipment Workbenches in Equipment Manager. 2 Configuration 2.1 Parameters Three new parameters have been added to Equipment, as described in the table below. Parameter PERSJOB WHOGRPSH WHOGRPSI Description Contract to use when dispatching to a person Can-do of group codes for mandatory capture of hirer Can-do of group codes for mandatory capture of who is issued 3 Screen and Processing Changes 3.1 EQ Catalog You can now capture who the request is for at the line or header level. Add to Basket and Update Basket allow line level updates; View Basket and Check Out display them. When adding to a basket, the Who value defaults from the previous entry. Checkout also allows you to specify a who that populates any blanks. Construction Industry Solutions, Jun Page 3 of 14

4 3.2 Fast Dispatch The following changes have been made to the PC Fast Dispatch screen (Figure 1) in Equipment Manager > Fast Dispatch: A People option has been added to the Dispatch to field. It dispatches items to the job of the person allocated. A Responsible field has been added to the item list at the bottom of the screen. This field can set a default responsible person for an item. If this field is left blank, the default is blank. Figure 1: Fast Dispatch to People When using Fast Dispatch to a person: It dispatches to a dummy job set up to capture equipment dispatched to the person. This can be used in CDR since the equipment dispatched in this way follows the person when a crew is moved. It allows you to move the responsibility of assets on rent without regard to the job. 3.3 Rental Desk Pending Rentals The following changes have been made to the Pending Rentals tab screen in Equipment Manager > Rental Desk (Figure 2): A Responsible Person column has been added to the Pending Rentals tab screen. This column indicates who is responsible for a rental item. A Multi Update button has been added to the bottom of this screen. Construction Industry Solutions, Jun Page 4 of 14

5 Figure 2: Pending Rentals Screen Existing Rentals A Responsible Person column has been added to the Existing Rentals tab screen in Equipment Manager > Rental Desk (Figure 3). This column indicates who is responsible on unconfirmed dispatch lines. On confirmed lines, the latest responsible person is shown, with a link to a browse screen of history of people responsible. This browse screen (Figure 4) allows you to add a new responsible person. Construction Industry Solutions, Jun Page 5 of 14

6 Figure 3: Existing Rentals Screen Figure 4: People Responsible for Dispatch Browse Screen Construction Industry Solutions, Jun Page 6 of 14

7 3.3.3 Off Rent Requests A Responsible Person column can be used on the Off Rent Requests screen in Equipment Manager > Rental Desk (Figure 5). This column indicates who is responsible for an off rent request. NOTE: This column should not be confused with the Responsible column also found on this screen, which notes the equipment user who is dealing with the return. Figure 5: Off Rent Requests Screen Unconfirmed Returns A Responsible Person column has been added to the Unconfirmed Returns screen in Equipment Manager > Rental Desk (Figure 6). This column indicates who is responsible for an item. A link to a browse screen of responsible people history has also been added to that column (see Figure 4). Construction Industry Solutions, Jun Page 7 of 14

8 Figure 6: Unconfirmed Returns Screen Completed Rentals A Responsible Person column has been added to the Completed Rentals screen in Equipment Manager > Rental Desk (Figure 7). This column indicates who is responsible for an item. A link to a browse screen of responsible people history has also been added to that column (see Figure 4). Figure 7: Completed Rentals Screen Construction Industry Solutions, Jun Page 8 of 14

9 3.4 Inventory Item Maintenance Two new fields, Maximum per Person and Within Timespan of, have been added to Inventory > Inventory Items > Item Details tab, as shown in Figure 8. These fields allow you to specify a quantity and timeframe for a personal issue. NOTE: If a person is given more than the quantity in the timespan, a warning is issued. For example, if you set GLASSES to 2 every 12 months, a warning appears if the person is issued 3 GLASSES within 12 months. Figure 8: Inventory Item Maintenance 3.5 Site Equipment Workbench All tabs on the Site Equipment Workbench now have a Responsible Person column (Figure 9). This is updated prior to dispatch and includes a link to the browse of responsible people after confirmation (Figure 10), where applicable. Construction Industry Solutions, Jun Page 9 of 14

10 Figure 9: Site Equipment Workbench Screen Figure 10: People Responsible for Dispatch Browse Screen 3.6 Fast Return The following changes have been made to the PC Fast Return screen (Figure 11) in Equipment Manager > Fast Return: A People option has been added to the Return from field. It dispatches assets to the job of the person allocated. A Responsible field has been added to the item list at the bottom of the screen. This field can set a default responsible person for an item. If this field is left blank, the default is blank. Construction Industry Solutions, Jun Page 10 of 14

11 Figure 11: Fast Return Screen The responsible person in a Fast Return only counts for rented inventory. With assets, you know who has them, but with inventory a number of users may be responsible for quantities of the same item on the same site. Therefore, the responsible person indicated on this screen allows you to be explicit as to who is returning an item. 3.7 Equipment Transfers The following Equipment Transfer functions now include a Person Responsible field that allows you to select a person responsible for a transfer: Transfer Dispatch (Figure 12), Transfer Job (Figure 13), and Existing Rentals Transfer Item choose action (Figure 14). If this field is populated and the other job is left blank, only the responsibility is transferred. Construction Industry Solutions, Jun Page 11 of 14

12 Figure 12: Transfer Dispatch Screen Figure 13: Transfer Job Screen Figure 14: Transfer Item Screen Construction Industry Solutions, Jun Page 12 of 14

13 3.8 Historical Responsibility Screens Screens showing responsibility history for items can be accessed from an asset or responsible person link on certain screens. For example, the Rental Desk screen has links to assets on the Product column (Figure 15) and links to responsible people (Figure 16) in the Responsible Person column. If you hover over the Responsible link while in display mode, you can see a tooltip showing details of the current responsible person (Figure 17). Figure 15: Asset Link Figure 16: Responsible Person Link Figure 17: Tooltip with Person Details Construction Industry Solutions, Jun Page 13 of 14

14 When you click the Product (Asset) link, the screen shown in Figure 18 appears. This screen shows responsibility information and history. Figure 18: Asset Summary Screen When you click the Responsible Person link, the screen shown in Figure 19 appears. This screen shows a history of people responsibility. Figure 19: People Responsible for Dispatch Construction Industry Solutions, Jun Page 14 of 14