FieldEase iSeries - ComputerEase Software · 2019. 7. 14. · Accessing & Configuring FieldEase...

FieldEase iSeries

Welcome to FieldEase iSeriesThis manual is designed to walk you through basic functions

by ComputerEase Software, Inc.

This manual will be a useful tool as you explore FieldEase iSeries

The text of this publication, or any part thereof, may not be reproduced or transmitted in any form or by any means,electronic or mechanical, including photocopying, recording, storage in an information retrieval system, or otherwise,without the prior written permission of ComputerEase Software, Inc.

Willful violation of this Copyright law of the United States can result in civil damages up to $50,000 (US) perinfringement (17 USC 506); reasonable attorney fees may be awarded (17 USC 505); and copyright infringements canbe a criminal offense (17 USC506).

All names, products and services mentioned are the trademarks or registered trademarks of the respective vendors ororganizations.

FieldEase Version 9.0

Copyright 2012ComputerEase Software, Inc.All rights reserved.9/25/2012

Publisher

ComputerEase Software

ComputerEase Software, Inc.6460 Harrison Ave., Suite 200Cincinnati, OH 45247

FieldEase iSeries4

ComputerEase Software, Inc.

Table of Contents

Part I Accessing & Configuring FieldEase iSeries 2

................................................................................................................................... 21 Setup in ComputerEase

.......................................................................................................................................................... 2Web Client Maintenance

.......................................................................................................................................................... 2Web Group Maintenance

.......................................................................................................................................................... 3Exporting Tables

................................................................................................................................... 52 Web Setup

.......................................................................................................................................................... 6Logging In

.......................................................................................................................................................... 6Creating Users

......................................................................................................................................................... 8Payroll Access

......................................................................................................................................................... 10Project Management Access

......................................................................................................................................................... 12Job Cost Access

......................................................................................................................................................... 13Inventory Control Access

......................................................................................................................................................... 15Work Order Access

......................................................................................................................................................... 16Working with Users

.......................................................................................................................................................... 17Admin Settings

.......................................................................................................................................................... 18User Settings

.......................................................................................................................................................... 20Group Maintenance

Part II Payroll 22

................................................................................................................................... 221 Time Sheet Settings

................................................................................................................................... 252 Crew Builder

................................................................................................................................... 263 Entering Time Sheets

.......................................................................................................................................................... 26Entering Time Daily

.......................................................................................................................................................... 28Entering Time Weekly

................................................................................................................................... 314 SubmittingTime Entries

................................................................................................................................... 325 Importing Time Entries in ComputerEase

................................................................................................................................... 346 Managing Time Entries

................................................................................................................................... 357 Reports

.......................................................................................................................................................... 35Report Settings

.......................................................................................................................................................... 37Daily or Weekly Reports

.......................................................................................................................................................... 42Chart

Part III Employee Absences 44

................................................................................................................................... 441 Employee Absence Settings

................................................................................................................................... 452 Entering Employee Absences

................................................................................................................................... 473 Submitting Employee Absences

................................................................................................................................... 484 Importing Employee Absences in ComputerEase

................................................................................................................................... 505 Managing Employee Absences

................................................................................................................................... 516 Employee Absence Report

Part IV Project Management 53

................................................................................................................................... 531 Daily Logs

5Contents

5

.......................................................................................................................................................... 53Daily Log Settings

.......................................................................................................................................................... 54Entering Daily Logs

.......................................................................................................................................................... 62Submitting Daily Logs

.......................................................................................................................................................... 63Importing Daily Logs In ComputerEase

.......................................................................................................................................................... 65Managing Daily Logs

.......................................................................................................................................................... 66Daily Log Report

................................................................................................................................... 662 Punch Lists

.......................................................................................................................................................... 67Entering Punch Lists

.......................................................................................................................................................... 69Submitting Punch Lists

.......................................................................................................................................................... 70Importing Punch Lists in ComputerEase

.......................................................................................................................................................... 71Managing Punch Lists

Part V Job Cost 74

................................................................................................................................... 741 Field Estimates

.......................................................................................................................................................... 74Units Complete Settings

.......................................................................................................................................................... 75Entering Units Complete

.......................................................................................................................................................... 76Submitting Unit Entries

.......................................................................................................................................................... 78Importing Unit Entries in ComputerEase

.......................................................................................................................................................... 79Managing Unit Entries

Part VI Inventory Control 82

................................................................................................................................... 821 Using Purchase Orders

.......................................................................................................................................................... 82Purchase Order Settings

.......................................................................................................................................................... 83Entering Purchase Orders

.......................................................................................................................................................... 88Submittting Purchase Orders

.......................................................................................................................................................... 89Importing Purchase Orders in ComputereEase

.......................................................................................................................................................... 90Managing Purchase Orders

.......................................................................................................................................................... 92Purchase Order Report

................................................................................................................................... 932 Using Pull Lists

.......................................................................................................................................................... 93Entering Pull Lists

.......................................................................................................................................................... 97Submitting Pull Lists

.......................................................................................................................................................... 99Importing Pull Lists in ComputerEase

.......................................................................................................................................................... 100Managing Pull Lists

Part VII Work Orders 103

................................................................................................................................... 1031 Work Order Settings

................................................................................................................................... 1052 Editing Work Orders

................................................................................................................................... 1153 Submitting Work Orders

................................................................................................................................... 1164 Importing Work Orders in ComputerEase

................................................................................................................................... 1195 Managing Work Orders

................................................................................................................................... 1206 Work Order Reports

Part

I

Accessing &Configuring FieldEase

iSeries

Accessing & Configuring FieldEase iSeries 2

9.0 FieldEase iSeries User Manual

1 Accessing & Configuring FieldEase iSeries

Before using FieldEase iSeries, you must export data from ComputerEase to the web, create users for the web,and make some basic selections that will configure FieldEase iSeries for use by your employees.

1.1 Setup in ComputerEase

In order to exchange information between ComputerEase and FieldEase iSeries, you must first enter your webclient settings for FieldEase within ComputerEase and create at least one web group.

1.1.1 Web Client Maintenance

When your purchase of FieldEase iSeries was registered, you were assigned a unique "Client ID" and apassword for that client ID. You must enter that information into ComputerEase in order for information to beexchanged between ComputerEase and FieldEase iSeries.

From the Main Menu in ComputerEase, select FieldEase/Web Client Maintenance.

Client ID - Enter your unique client ID that was assigned to you by ComputerEase. If you do not know yourclient ID, contact your dealer to obtain the information.

Password - Enter the password associated with your client ID. If you do not know your client password,contact your dealer to obtain the information.

Web URL - Enter the web address you use to access FieldEase iSeries. Unless instructed differently, thewebsite should read: https://fieldease.computerease.com.

When you are finished entering the information, select OK to save the information. If you select Cancel, you willbe prompted to leave the screen without saving your entries.

1.1.2 Web Group Maintenance

Web groups allow you to differentiate which information is exported from ComputerEase to FieldEase iSeriesand to group your users together within FieldEase iSeries. When data is exported from ComputerEase, it isexported by group, which allows you to send only the relevant data to each group of users. Also, users createdin FieldEase iSeries are assigned to a group, which can allow a user to see all time entries for members of hisor her group, but not for any other users.

You must create at least one web group, but you may want to create a group for each crew that works together,or even one group for each user, depending on how you want to restrict access to information.

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From the Main Menu in ComputerEase, select FieldEase/Web Group Maintenance.

Web Group Id - Enter a web group ID. The ID can be up to ten alphanumeric characters in length. Thenselect OK to create the group and Yes when prompted to create the group.

Description - Enter a group description. The description can be up to fifty alphanumeric characters inlength.

When you are finished entering the information, select OK to save the information. If you select Cancel, you willbe prompted to leave the screen without saving your entries.

Continue creating groups until you have created all groups you will want to use. You may come back at any timeto create an additional group.

1.1.3 Exporting Tables

Once you have successfully set your web client information and created at least one group, you are ready toexport data to the web for use in FieldEase iSeries.

From the Main Menu in ComputerEase, select FieldEase/Export Tables to Web.



Web Group Id - Choose the group for which you want to export data.

For each item, select an option to export None of that item, All of that item or only Selected items. If youchoose to Select only certain items, you must select the Filters button next to that item to enter options to filteryour selection. Several items may be inactive; inactive items are either reserved for future use or are notrelevant for the module or modules you purchased for FieldEase iSeries.

Jobs - Exports non-T&M jobs for use in FieldEase iSeries. The filter will allow you to export or exclude oneor more jobs or one or more ranges of jobs, only specific cost codes, or only a specific class of jobs. Youmay also select or exclude only Active jobs, only Inactive jobs, only Closed jobs or a combination thereof.

T&M Jobs - Exports T&M jobs for use in FieldEase iSeries. The filter will allow you to export or excludeone or more jobs or one or more ranges of jobs or only a specific class of jobs. You may also select orexclude only Active jobs, only Inactive jobs, only Closed jobs or a combination thereof.

Employees - Exports employees for use in FieldEase iSeries. The filter will allow you to export or excludeone or more employees or one or more ranges of employees or only those employees in a specific locationor range of locations. You may also select or exclude only Active employees or only Inactive employees.

Classes - Exports payroll classes for use in FieldEase iSeries. The filter will allow you to export or excludeone or more classes or one or more ranges of worker classes.

Departments - Exports payroll departments for use in FieldEase iSeries. The filter will allow you to exportor exclude one or more departments or ranges of departments.

States - Exports states for use in FieldEase iSeries. The filter will allow you to export or exclude one ormore departments or ranges of states.

Locals - Exports local tax rates for use in FieldEase iSeries. The filter will allow you to export or excludeone or more departments or ranges of localities.

Absence Codes - Exports absence codes for use in FieldEase iSeries. The filter will allow you to export orexclude one or more absence codes or ranges of absence codes.

Equipment - Exports equipment for use in FieldEase iSeries. Note that if you use Equipment in Payroll youmust also use Equipment Codes. The filter will allow you to export or exclude one or more pieces ofequipment or ranges of equipment or only those belonging to one or more fleet codes. You may also selector exclude only Active equipment or only Inactive equipment.

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Equipment Codes - Exports equipment cost codes for use in FieldEase iSeries. The filter will allow you toexport or exclude one or more equipment codes or ranges of codes.

Inventory Items - Exports inventory items for use in FieldEase iSeries. The filter will allow you to export orexclude one or more inventory items or ranges of inventory items or one or more item classes or ranges ofitem classes. You may also select or exclude only items with pricing set for one or more vendors or onlyitems that exist in one or more inventory locations.

Labor Items - Exports labor items from your inventory database for use in FieldEase iSeries. The filter willallow you to export or exclude one or more labor items or range of labor items.

Vendors - Exports vendors for use in FieldEase iSeries. The filter will allow you to export or exclude one ormore vendors or ranges of vendors. You may also select or exclude only Suppliers, only Subcontractors, oronly vendors classified as Other.

Work Descriptions - Exports work order descriptions for use in FieldEase iSeries. The filter will allow youto export or exclude one or more order descriptions or range of descriptions.

Bill Type - Exports bill types for use in FieldEase iSeries. The filter will allow you to export or exclude oneor more bill types or range of bill types.

Service Groups - Exports service codes for use in FieldEase iSeries. The filter will allow you to export orexclude one or more service codes or range of service codes.

Service Codes - Exports service codes for use in FieldEase iSeries. The filter will allow you to export orexclude one or more service codes or range of service codes.

Locations - Exports inventory locations for use in FieldEase iSeries. The filter will allow you to export orexclude one or more locations or range of locations.

Weather Codes - Exports weather codes for use in FieldEase iSeries. The filter will allow you to export orexclude one or more codes or range of codes.

Customers - Exports customers for use in FieldEase iSeries. The filter will allow you to export or excludeone or more customers or range of customers.

Workorder Status - Exports workorder field statuses for use in FieldEase iSeries in conjunction with CELive. The filter will allow you to export or exclude one or more field statuses or range of statuses.

Once you have made your choices, select Export and the data will be exported to FieldEase iSeries for the webgroup in use. All of the data that you have chosen to send to that web group will be exported. Upon completionof the export, you will see a message telling you that the export was successful; if the export was not successful,the message will indicate so. In the event of an unsuccessful export, leave the error message open and contactyour support department.

1.2 Web Setup

Once you have completed the necessary setup in ComputerEase and have exported data to the web, you willwant to complete your FieldEase iSeries setup via the web.



1.2.1 Logging In

Open the internet browser of your choice. In the address bar, type in the web address you use to accessFieldEase iSeries. Unless instructed differently, the website should read: https://fieldease.computerease.com.To set up users for the web, you will need to log in using the Client Admin ID and password that you selectedwhen you registered FieldEase iSeries.

Client ID - Enter your unique Client ID that was assigned to you by ComputerEase. If you do not know yourClient ID, contact your dealer to obtain the information.

User ID - Enter the Client Admin ID that you selected. If you do not remember your Client Admin user ID,contact your dealer to obtain the information. Note that each Client ID has only one Client Admin IDassociated with it. Once you have registered and created users, each user will log in with his or her ownuser ID.

Password - Enter the password associated with your admin user ID. If you do not know your admin userpassword, contact your dealer to obtain the information. Once you have registered and created users, eachuser will log in with his or her own password.

Once you have entered the correct information, select Login to access your data. You can check the selectionbox next to Remember Me to remember the information you entered above if this is a private computer in orderto save your credentials.

Note: If you forget your password, simply click on the "Forgot your password?" link. You will be prompted toenter your email address. This must match the email address registered for the user ID you entered. If it does,an email will be sent to that email address reminding you of your password.

1.2.2 Creating Users

You will want to create a unique user ID for anyone who will be using FieldEase iSeries, just as you did forComputerEase users. Note that when logging in as the "Client Admin" you will be able to see all registered usersfor all groups, even if you have multiple companies.

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From the menu bar at the top of the screen, choose Configure/User Registration.

To add a new user, select Add at the bottom of the screen.

User ID - Enter the User ID you want to create. This will be the ID that is entered by the user when they loginto the FieldEase iSeries website.

Password - Enter a password for the user. The user can change his or her own password once they log in.

User Type - Choose the correct user type for this user. There are two user types from which you canselect.

Admin - Admins have the ability to change their admin and user settings and to enter, edit and/or deletedata to which they have access for users in their group and other groups as well.

NonAdmin - Non Admins have the ability to change their own user settings and enter, edit and/or deletedata to which they have access for only users in their assigned company and group.

Email - Enter the email address for this user.

Company - Choose the company in which this user will work from the drop-down. The company numbercorresponds to the company number in ComputerEase.

Employee - Select the ComputerEase employee associated with this web user. This is a required field, butyou cannot choose an employee until you have moved at least one group from the Group Hide column tothe Group Show column.

Group Hide/Group Show - Choose the group or groups to which the selected user belongs by moving thatgroup from Hide to Show. If you gave your user group access in time entry, keep in mind that he or she willbe able to see time entries for other members of his or her group. You can also prioritize groups by movingthem up and down in the Show list; the first group listed at the top of the list under the Show column is thegroup to which work orders will be assigned when they are exported.

The remaining tabs are used to control a user's access. For each module you purchased, you will have toconfigure user privileges to determine what a user has access to within FieldEase iSeries.



1.2.2.1 Payroll Access

There are two components to the Payroll module. Time Sheets allow for entry of paid time and EmployeeAbsences allow for entry of employee absence. The employee absence component, like the employee absencecomponent of ComputerEase, is independent of paid time tracking and is a tool for tracking of absences only.

To configure Time Sheet access, select Payroll, then Time Sheets.

Allow - Check this box to allow this user access to the time entry module. If you do not check this box,none of the following options will be available.

View Day Entry - Check this box to allow this user access to the daily entry screen. This does not give theuser the ability to enter daily entries, only to view the daily entry screen; it is a view-only option.

View Week Entry - Check this box to allow this user access to the weekly entry screen. This does not givethe user the ability to enter weekly entries, only to view the weekly entry screen; it is a view-only option.

View Submit - Check this box to allow this user access to the time sheet submit screen. This does not givethe user the ability to submit time entries, only to view the time sheet submit screen; it is a view-only option.

View Exported - Check this box to allow this user access to the exported time screen. This does not givethe user the ability to modify exported time entries, only to view the exported time screen; it is a view-onlyoption.

Notification Email - Enter the email address to which notifications will be sent when this user submitstime sheets and requests notification.

Allow Group Entry - Check this box to allow this user to view, edit and enter time sheets for othermembers of his or her group. If do not choose this option, this user will only be able to view and edit his orher own time based on the employee ID assigned to this user.

Modify Day Entry - Check this box to allow this user to use the daily entry screen to enter time.

Modify Week Entry - Check this box to allow this user to use the weekly entry screen to enter time.

Modify Submit - Check this box to allow this user access to submit time entries to ComputerEase.

Modify Exported - Check this box to allow this user to modify exported time entries.

Allow Settings - Check this box to allow this user access to time sheet settings.

Allow Reports - Check this box to allow this user to create and print FieldEase time sheet reports.

If you have completed configuring your user access, select Save. Otherwise, choose the next module sectionfor which you want to configure access.

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To configure Employee Absence access, select Payroll, then Employee Absence.

Allow - Check this box to allow this user access to the employee absence module. If you do not check thisbox, none of the following options will be available.

View Entry - Check this box to allow this user access to the employee absence screen. This does not givethe user the ability to enter employee absences, only to view them; it is a view-only option.

View Submit - Check this box to allow this user access to the employee absence submit screen. This doesnot give the user the ability to submit employee absences, only to view the submission screen; it is a view-only option.

View Exported - Check this box to allow this user access to the exported absences. This does not give theuser the ability to modify exported absences, only to view the exported absence screen; it is a view-onlyoption.

Notification Email - Enter the email address to which notifications will be sent when this user submitsabsences and requests notification.

Allow Group Entry - Check this box to allow this user to view, edit and enter absences for other membersof his or her group. If do not choose this option, this user will only be able to view and edit his or her ownabsences based on the employee ID assigned to this user.

Modify Entry - Check this box to allow this user enter employee absences.

Modify Submit - Check this box to allow this user access to submit employee absences to ComputerEase.

Modify Exported - Check this box to allow this user to modify exported absences.

Allow Settings - Check this box to allow this user access to employee absence settings.

Allow Reports - Check this box to allow this user to create and print FieldEase absence reports.




1.2.2.2 Project Management Access

The Project Management component is where Daily Logs and Punch Lists are entered and stored.

To configure Daily Log access, select Project Management, then Daily Logs.

Allow - Check this box to allow this user access to the daily log module. If you do not check this box, noneof the following options will be available.

View Entry - Check this box to allow this user access to the daily log screen. This does not give the userthe ability to enter daily logs, only to view them; it is a view-only option.

View Submit - Check this box to allow this user access to the daily log submit screen. This does not givethe user the ability to submit daily logs, only to view the submission screen; it is a view-only option.

View Exported - Check this box to allow this user access to the exported daily log screen. This does notgive the user the ability to modify exported daily logs, only to view the exported daily log screen; it is a view-only option.

Notification Email - Enter the email address to which notifications will be sent when this user submitsdaily logs and requests notification.

Modify Entry - Check this box to allow this user enter daily logs.

Modify Submit - Check this box to allow this user access to submit daily logs to ComputerEase.

Modify Exported - Check this box to allow this user to modify exported daily logs.

Allow Settings - Check this box to allow this user access to employee daily log settings.

Allow Reports - Check this box to allow this user to create and print FieldEase daily log reports.


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To configure Punch List access, select Project Management, then Punch Lists.

Allow - Check this box to allow this user access to the punch list module. If you do not check this box,none of the following options will be available.

View Entry - Check this box to allow this user access to the punch list screen. This does not give the userthe ability to enter punch lists, only to view them; it is a view-only option.

View Submit - Check this box to allow this user access to the punch list submit screen. This does not givethe user the ability to submit punch lists, only to view the submission screen; it is a view-only option.

View Exported - Check this box to allow this user access to the exported punch list screen. This does notgive the user the ability to modify exported punch lists, only to view the exported punch list screen; it is aview-only option.

Notification Email - Enter the email address to which notifications will be sent when this user submitspunch lists and requests notification.

Modify Entry - Check this box to allow this user enter punch lists.

Modify Submit - Check this box to allow this user access to submit punch lists to ComputerEase.

Modify Exported - Check this box to allow this user to modify exported punch lists.




1.2.2.3 Job Cost Access

The Job Cost component is where Field Estimates are entered and stored.

To configure Daily Log access, select Job Cost, then Field Estimates, then Units Complete.

Allow - Check this box to allow this user access to the units complete module. If you do not check this box,none of the following options will be available.

View Entry - Check this box to allow this user access to the units complete screen. This does not give theuser the ability to enter units complete, only to view them; it is a view-only option.

View Submit - Check this box to allow this user access to the units complete submit screen. This does notgive the user the ability to submit units complete, only to view the submission screen; it is a view-onlyoption.

View Exported - Check this box to allow this user access to the exported units complete screen. This doesnot give the user the ability to modify exported units complete, only to view the exported units completescreen; it is a view-only option.

Notification Email - Enter the email address to which notifications will be sent when this user submitsunits complete and requests notification.

Modify Entry - Check this box to allow this user enter units complete.

Modify Submit - Check this box to allow this user access to submit units complete to ComputerEase.

Modify Exported - Check this box to allow this user to modify exported units complete.

Allow Settings - Check this box to allow this user access to employee units complete settings.

If you have completed configuring your user access, select Save.

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1.2.2.4 Inventory Control Access

The Inventory Control component is where Purchase Orders and Pull Lists are entered and stored.

To configure Purchase Order access, select Inventory Control, then Purchasing, then Purchase Order.

Allow - Check this box to allow this user access to the purchase order module. If you do not check thisbox, none of the following options will be available.

View Entry - Check this box to allow this user access to the purchase order screen. This does not give theuser the ability to enter purchase orders, only to view them; it is a view-only option.

View Submit - Check this box to allow this user access to the purchase order submit screen. This does notgive the user the ability to submit purchase orders, only to view the submission screen; it is a view-onlyoption.

View Exported - Check this box to allow this user access to the exported purchase order screen. Thisdoes not give the user the ability to modify exported purchase orders, only to view the exported purchaseorder screen; it is a view-only option.

Notification Email - Enter the email address to which notifications will be sent when this user submitspurchase orders and requests notification.

Allow Group Entry - Check this box to allow this user to view, edit and enter purchase orders for othermembers of his or her group. If do not choose this option, this user will only be able to view and edit his orher own purchase orders.

Modify Entry - Check this box to allow this user enter purchase orders.

Modify Submit - Check this box to allow this user access to submit purchase orders to ComputerEase.

Modify Exported - Check this box to allow this user to modify exported purchase orders.

Allow Settings - Check this box to allow this user access to employee purchase order settings.

Allow Reports - Check this box to allow this user to create and print FieldEase purchase order reports.




To configure Pull List access, select Inventory Control, then Purchasing, then Pull List.

Allow - Check this box to allow this user access to the pull list module. If you do not check this box, none ofthe following options will be available.

View Entry - Check this box to allow this user access to the pull list screen. This does not give the user theability to enter pull lists, only to view them; it is a view-only option.

View Submit - Check this box to allow this user access to the pull list submit screen. This does not givethe user the ability to submit pull lists, only to view the submission screen; it is a view-only option.

View Exported - Check this box to allow this user access to the exported pull list screen. This does notgive the user the ability to modify exported pull lists, only to view the exported pull list screen; it is a view-only option.

Notification Email - Enter the email address to which notifications will be sent when this user submits pulllists and requests notification.

Modify Entry - Check this box to allow this user enter pull lists.

Modify Submit - Check this box to allow this user access to submit pull lists to ComputerEase.

Modify Exported - Check this box to allow this user to modify exported pull lists.


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1.2.2.5 Work Order Access

The Work Order component is where Service Management Work Orders are stored when they are exportedfrom ComputerEase. As work is completed, it is entered into the order in this module.

To configure Work Order access, select Work Order.

Allow - Check this box to allow this user access to the work order module. If you do not check this box,none of the following options will be available.

View Entry - Check this box to allow this user access to the work order screen. This does not give the userthe ability to enter work orders, only to view them; it is a view-only option.

View Submit - Check this box to allow this user access to the work order submit screen. This does notgive the user the ability to submit work orders, only to view the submission screen; it is a view-only option.

View Exported - Check this box to allow this user access to the exported work order screen. This does notgive the user the ability to modify exported work orders, only to view the exported work order screen; it is aview-only option.

Notification Email - Enter the email address to which notifications will be sent when this user submitswork orders and requests notification.

Allow Settings - Check this box to allow this user access to work order settings.

Modify Entry - Check this box to allow this user to enter and edit work orders.

Modify Submit - Check this box to allow this user access to submit work orders to ComputerEase.

Modify Exported - Check this box to allow this user to modify exported work orders.

Allow Reports - Check this box to allow this user to create and print FieldEase work order reports.




1.2.2.6 Working with Users

Once you have created a user, you can continue creating new users until you have registered all users who willbe using FieldEase iSeries. You will see some additional options for the user registration displayed beneath yourlist of registered users.

Add - Select this to register a new user.

Edit - Check the selection box in the first column next to the user you want to change and select thisoption. This will allow you to make any changes to the existing user settings or module settings except forthe user ID. To change a User ID, you must add a new user and delete the existing user.

Delete - To remove a user, check the selection box in the first column next to the user you want to deleteand select this option. You will be prompted to confirm the deletion. Choose this option carefully, since youwill have to recreate any users you delete by mistake (no data will be deleted other than the user ID andsettings).

Copy Settings - If the new user you are creating is to have the same access as an existing user, you cancopy the settings for that existing user to the new user once you have created the new user. To copymodule settings from one user to another, check the selection box in the first column next to the userwhose settings you want to copy and select this option.

Paste Settings - Once you have copied the settings from an existing user, check the selection box in thefirst column next to the user whose module settings you want to change to match the user from whom youcopied settings in the previous step and select this option.

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1.2.3 Admin Settings

Admin settings allow you to switch between companies and/or web groups. Only Admin-type users have accessto this page.

From the menu bar at the top of the screen, choose Configure/Admin Settings.

This will bring you to the Admin Settings page, where you can see which company and group combination youare currently accessing.

Company - Choose the company in which you want to work from the drop-down. The company numbercorresponds to the company number in ComputerEase.

Hide/Show - Only groups to which the selected user belongs will be available; any groups with which youwant to work should be moved from the Hide column to the Show column. You can also prioritize groupsby moving them up and down in the Show list; the first group listed at the top of the list under the Showcolumn is the group to which work orders will be assigned when they are exported.

Select Change to change to the selected company and group settings.



1.2.4 User Settings

User settings allow any user to edit his or her email address and/or password.

From the menu bar at the top of the screen, choose Configure/User Settings.

This will bring you to the User Settings page, where you can change your password, email address ornotification email addresses.

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Current Password - Enter your current password for verification if you want to change your password.

New Password - Enter the new password you want to use if you want to change your password.

Reenter New Password - For verification, reenter the new password you want to use if you want tochange your password.

Email - Confirm or change your email address here.

Time Sheet Notification Email - Confirm or change the email address to which notifications will be sentwhen you submit time sheets and request notification.

Log Notification Email - Confirm or change the email address to which notifications will be sent when yousubmit daily logs and request notification.

Unit Complete Notification Email - Confirm or change the email address to which notifications will besent when you submit units complete entries and request notification.

Employee Absence Notification Email - Confirm or change the email address to which notifications willbe sent when you submit employee absences and request notification.

Punch List Notification Email - Confirm or change the email address to which notifications will be sentwhen you submit punch lists and request notification.

Purchase Order Notification Email - Confirm or change the email address to which notifications will besent when you submit purchase orders and request notification.

Work Order Notification Email - Confirm or change the email address to which notifications will be sentwhen you submit work orders and request notification.

Pull List Notification Email - Confirm or change the email address to which notifications will be sent whenyou submit pull lists and request notification.

Select Change beneath any entry you want to change after your have keyed in the new information.



1.2.5 Group Maintenance

You may find that you need to delete a group and the data associated with it if you decide to restructure the wayyou use groups. This is accomplished under Group Maintenance.

From the menu bar at the top of the screen, choose Configure/Group Maintenance.

This will bring you to the Group Maintenance screen. From here you can delete groups from the web.

Company - If you have more than one company, choose the company from which you want to delete agroup in the drop-down.

Group - Highlight the group you want to delete from the web and click the Delete button. You will beprompted to confirm the deletion. All associated data will also be deleted. This removes data from thewebsite only and never from ComputerEase.

Once you confirm that you want to delete the group, it and all associated tables will be removed from FieldEaseiSeries. If you click Cancel, the group will remain on the web.

Part

II

Payroll

Payroll 22


2 Payroll

2.1 Time Sheet Settings

Once you have imported your payroll and job information into FieldEase, you will be ready to enter time in thefield. There are two different options for entering time and displaying time entries in FieldEase; time can beentered by day or by week.

To configure time sheet settings, select Payroll, then Time Sheets, then Settings.

There are three tabs that should be configured.

General Tab

Type - Move the pay types that you do not want to make available for use from the Show to the Hidecolumn.

Week Ending Day - Choose the day of the week on which your pay period ends.

Show Job Description - Check this box to show the job description in the job drop-downs when enteringtime; this can be helpful to users when entering time if they are typically not familiar with job numbers andmight need the job name to assist them in identifying jobs.

Show Phase Description - Check this box to show the phase description in the phase drop-downs whenentering time; this can be helpful to users when entering time if they are typically not familiar with phasenumbers and might need the phase name to assist them in identifying phases.

Show Category Description - Check this box to show the category description in the category drop-downswhen entering time; this can be helpful to users when entering time if they are typically not familiar withcategory numbers and might need the category name to assist them in identifying categories.

Show Equipment Description - Check this box to show the equipment description in the equipment drop-downs when entering time; this can be helpful to users when entering time if they are typically not familiarwith equipment numbers and might need the equipment name to assist them in identifying equipment.

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Show Equipment Code Description - Check this box to show the equipment code description in theequipment code drop-downs when entering time; this can be helpful to users when entering time if they aretypically not familiar with equipment codes and might need the code name to assist them in identifyingthem.

Show State Description - Check this box to show the state description in the state drop-downs whenentering time; this can be helpful to users when entering time if they are not familiar with state abbreviationsand might need the state name to assist them in identifying them.

Show Class Description - Check this box to show the class description in the class drop-downs whenentering time; this can be helpful to users when entering time if they are typically not familiar with workerclass codes and might need the class name to assist them in identifying classes.

Show Department Description - Check this box to show the department description in the departmentdrop-downs when entering time; this can be helpful to users when entering time if they are typically notfamiliar with department codes and might need the job name to assist them in identifying them.

Show Locality Description - Check this box to show the local description in the local drop-downs whenentering time; this can be helpful to users when entering time if they are typically not familiar with localcodes and might need the locality name to assist them in identifying them.

Show Employee Description - Check this box to show the employee name in the employee drop-downswhen entering time; this can be helpful to users when entering time if they are typically not familiar withemployee numbers and might need the employee name to assist them in identifying them.

Break Start - Choose the default break start time; if your employees enter start and end times and theirtime entered spans this time, the duration of the break will be deducted from their time.

Break End - Choose the default break end time; if your employees enter start and end times and their timeentered spans this time, the duration of the break will be deducted from their time.

Default Daily Entry Hours - Enter the number of hours to default in the drop-down on the daily entryscreen. This can be changed per entry and is a default entry only.

Default Mon Hours - Enter the number of hours to default in the drop-down for Monday in the weekly entryscreen. This can be changed per entry and is a default entry only.

Default Tue Hours - Enter the number of hours to default in the drop-down for Tuesday in the weekly entryscreen. This can be changed per entry and is a default entry only.

Default Wed Hours - Enter the number of hours to default in the drop-down for Wednesday in the weeklyentry screen. This can be changed per entry and is a default entry only.

Default Thu Hours - Enter the number of hours to default in the drop-down for Thursday in the weeklyentry screen. This can be changed per entry and is a default entry only.

Default Fri Hours - Enter the number of hours to default in the drop-down for Friday in the weekly entryscreen. This can be changed per entry and is a default entry only.

Default Sat Hours - Enter the number of hours to default in the drop-down for Saturday in the weekly entryscreen. This can be changed per entry and is a default entry only.

Default Sun Hours - Enter the number of hours to default in the drop-down for Sunday in the weekly entryscreen. This can be changed per entry and is a default entry only.

Require Labor Budget - Check this box to only display cost codes with a labor budget when entering time.

Payroll 24


Daily Tab

Fields listed in the Hide column will not show up in the Daily Entry screen, so they will not be available forediting. Fields listed in the Show column will show up in the Daily Entry screen, and will be available forediting. Some fields (date, job/phase/category, employee, type and emphours) are required; when usingequipment entry, all three equipment fields are required. You can move fields from one column to the otherby dragging and dropping, double-clicking on a field, or by selecting a field and clicking on the single arrow(> or <) button pointing to the opposing column. Clicking on the double-arrow (>> or <<) button will move allfields to the opposing column. You can also change the order in which your fields appear in the entryscreen by dragging and dropping fields up and down in the list or by selecting a field and clicking on theupward or downward pointing arrows.

Weekly Tab

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Fields listed in the Hide column will not show up in the Daily Entry screen, so they will not be available forediting. Fields listed in the Show column will show up in the Daily Entry screen, and will be available forediting. Some fields (employee, job/phase/category, type and at least one day of the week for hours) arerequired; when using equipment entry, equipment, equipcode and at least one e-day for equipment hoursare required. You can move fields from one column to the other by dragging and dropping, or by selecting afield and clicking on the single arrow (> or <) button pointing to the opposing column. Clicking on thedouble-arrow (>> or <<) button will move all fields to the opposing column. You can also change the orderin which your fields appear in the entry screen by dragging and dropping fields up and down in the list or byselecting a field and clicking on the upward or downward pointing arrows.

Once you have configured both your weekly and daily time sheet settings, you can begin entering time. Whenyou press Save after editing either the Daily or Weekly settings, both the Daily and Weekly settings are verified.If you have hidden any required fields on either tab, you will get an error message until all required fields areshown.

2.2 Crew Builder

FieldEase iSeries payroll allows for crew building, which allows you to enter time for multiple employees in onestep.

To configure one or more crews, select Payroll, then Time Sheets, then Crew Builder.

Crews are built by company (if you have more than one company) and group. It is important toknow that one employee can be listed in more than one crew, since an employee may move fromcrew to crew when working.

Payroll 26


In the Crew Selector section, choose the Company from the drop-down, then the Group. To create a newCrew, enter the name of the new crew in the New Crew field. To edit an existing crew, you should leave theNew Crew field empty and choose the crew you want to work with from the Crew drop-down.

All available employees are listed in the Employees column; the employees who are part of the crew you arecurrently working on are listed under Crew Members. You can move employees from one column to the other bydragging and dropping, double-clicking on an employee, or by selecting an employee and clicking on the singlearrow (> or <) button pointing to the opposing column. Clicking on the double-arrow (>> or <<) button will moveall employees to the opposing column. You can also change the order in which your employees appear in the listby dragging and dropping them up and down in the list or by selecting an employee and clicking on the upwardor downward pointing arrows.

Once you have added all members of the crew, click on Submit. This will save your crew. You can then chooseanother crew from the Crew drop-down to work with, or clear the selected crew from the drop-down to beginworking on a new crew.

You can come back to modify a crew's members at any time, or to remove a crew entirely. To remove a crewfrom FieldEase, choose that crew in the Crew drop-down and click on Delete.

2.3 Entering Time Sheets

Time sheets can be entered using the Daily or Weekly entry screens. Which one you will use depends entirelyon your preferences and what makes sense for how often you enter time. You are encouraged to explore bothoptions to decide what works best for you. You are never restricted to just one entry screen and can even enteryour time using the daily entry screen and review it at the end of the week using the weekly entry screen.

2.3.1 Entering Time Daily

To enter daily time sheets, select Payroll, then Time Sheets, then Enter Daily.

The layout of your daily time entry screen depends on the choices you made when you configured your dailyentry screen in the Time Sheet Settings.

FieldEase iSeries27


Crew Entry - Check the box to enter time using crews instead of individual employees. If crew entry isturned off, the box will not be checked and "Off" will be displayed next to the checkbox. If crew entry isturned on, the box will be checked and "On" will be displayed next to the checkbox. You can turn crew entryon or off as you work.

Week Ending Date - Choose the week ending date from the calendar lookup. This will default to the lastentry made here during the current session or to the date corresponding to the week ending day from yourTime Entry Settings for the current week. The date also acts as a filter; if you have time entered for morethan one week, only the entries corresponding to the date selected will be displayed below.

There are several buttons at the bottom of the page.

Add - Select this to add a new daily time entry. This will open a new row into which you will enter data.

Edit - Check the selection box in the first column next to the entry you want to change and select thisoption. This will allow you to make any changes to an existing entry.

Delete - To remove an entry, check the selection box in the first column next to the entry you want todelete and select this option. You will be prompted to confirm the deletion.

Duplicate - Check the selection box in the first column next to the entry you want to duplicate and selectthis option. This will create a duplicate entry which can be edited to make minor adjustments. Thisfunction can save time when making many entries.

Copy - Check the selection box in the first column next to the entry you want to copy and select thisoption. This will copy the existing entry so that you can paste it later.

Paste - Select this option to paste the previously copied time entry, which can be edited to make minoradjustments.

After selecting Add, you will record a time entry for a single employee or crew.

Depending on your settings you will fill out a combination of the following fields:

Group - If you able to access more than one group, choose the group you want to access from thedrop-down. This will filter the employee, job and other selections available in the following fields.

Employee - Choose the employee for whom you are entering hours/wages. If crew entry is turned on,only crews will be listed in the drop-down.

Department - Choose the payroll department for this entry, if applicable.

Job/Phase/Category - If this time entry was spent working on a job, enter the cost code for this timeentry by choosing first the job, and, if applicable phase and/or category.

Payroll 28


Type - Choose the pay type; the pay types are defaulted in the software and cannot be amended. Theyare Regular, Overtime, Double, Sick, Vacation, Holiday, Taxable and Nontax.

Description - Enter a description for the entry, if applicable. This will appear on job cost reports for job-costed entries, or on the check stub for Other and Nontax entries.

Date - Enter the date the work was performed.

Class - Select the worker class, if applicable; for prevailing wage jobs, the class is important.

Emp Hours - Enter the number of hours for hourly pay types or the dollar amount for flat-rate entries(Taxable or Nontax entries).

Location - Choose where the work was performed. The location has many uses, includingdetermination of taxing jurisdiction and prevailing wage rate and fringe rules. The options are Job, Shopor Travel.

State - Select the state where the work was performed.

Locality - Select the locality where the work was performed.

Equipment - Select the equipment to which the time should be coded, if applicable.

Equip Code - Select the equipment revenue code to which the time should be coded, if applicable.

Equip Hours - Enter the number of hours spent using the selected equipment, if applicable.

Start Time - The starting time of the entry; this is used with ending time when entered to calculate totaltime.

End Time - The ending time of the entry; this is used with starting time when entered to calculate totaltime.

Once you have completed a row, press Add to add another entry or Save to complete recording entries.The new row will always appear at the top of the list. You can press Cancel at any time to cancel thecurrent entry without saving.

When reviewing your entries, keep in mind that you can sort your entries by clicking on the column headings.Click once to sort in ascending order, again to sort in descending order or a third time to remove the sort. Youcan also drag and drop your columns to change the order in which they appear.

There is an optional column that can be added to your display but that is populated by FieldEase as you makeentries. The Total column will keep track of the total hours for the week for each employee and display andupdate that total as new entries are saved.

2.3.2 Entering Time Weekly

To enter weekly time sheets, select Payroll, then Time Sheets, then Enter Weekly.

FieldEase iSeries29


The layout of your weekly time entry screen depends on the choices you made when you configured your weeklyentry screen in the Time Sheet Settings.

Crew Entry - Check the box to enter time using crews instead of individual employees. If crew entry isturned off, the box will not be checked and "Off" will be displayed next to the checkbox. If crew entry isturned on, the box will be checked and "On" will be displayed next to the checkbox. You can turn crew entryon or off as you work.

Week Ending Date - Choose the week ending date from the calendar lookup. This will default to the lastentry made here during the current session or to the date corresponding to the week ending day from yourTime Entry Settings for the current week. The date also acts as a filter; if you have time entered for morethan one week, only the entries corresponding to the date selected will be displayed below.

There are several buttons at the top and bottom of the page.

Add - Select this to add a new daily time entry. This will open a new row into which you will enter data.


Delete - To remove an entry, check the selection box in the first column next to the entry you want todelete and select this option. You will be prompted to confirm the deletion.



Paste - Select this option to paste the previously copied time entry, which can be edited to make minoradjustments.

Payroll 30


After selecting Add, you will record a weekly time entry for a single employee or crew.

Depending on your settings you will fill out a combination of the following fields:

Employee - Choose the employee for whom you are entering hours/wages. If crew entry is turned on,only crews will be listed in the drop-down.

Department - Choose the payroll department for this entry, if applicable.

Job/Phase/Category - If this time entry was spent working on a job, enter the cost code for this timeentry by choosing first the job, and, if applicable phase and/or category.

Type - Choose the pay type; the pay types are defaulted in the software and cannot be amended. Theyare Regular, Overtime, Double, Sick, Vacation, Holiday, Taxable and Nontax. Only those madeavailable in your settings in FieldEase will be available.

Description - Enter a description for the entry, if applicable. This will appear on job cost reports for job-costed entries, or on the check stub for Other and Nontax entries.

Class - Select the worker class, if applicable; for prevailing wage jobs, the class is important.

Mon/Tue/Wed/Thu/Fri/Sat/Sun - Enter the number of hours worked in each day for hourly pay types orthe dollar amount per day for flat-rate entries (Taxable or Nontax entries).

STMon/STTue/STWed/STThu/STFri/STSat/STSun - Enter the starting time for each entry for eachday of the week; this is used with ending time when entered to calculate the number of hours per day.

ETMon/ETTue/ETWed/ETThu/ETFri/ETSat/ETSun - Enter the ending time for each entry for each dayof the week; this is used with starting time when entered to calculate the number of hours per day.

Location - Choose where the work was performed. The location has many uses, includingdetermination of taxing jurisdiction and prevailing wage rate and fringe rules. The options are Job, Shopor Travel.

State - Select the state where the work was performed.

Locality - Select the locality where the work was performed.

Equipment - Select the equipment to which the time should be coded, if applicable.

Equip Code - Select the equipment revenue code to which the time should be coded, if applicable.

EMon/ETue/EWed/EThu/EFri/ESat/ESun - Enter the number of hours spent using the selectedequipment each day, if applicable.

FieldEase iSeries31




There is an optional column that can be added to your display but that is populated by FieldEase as you makeentries. The Total column will keep track of the total hours for the week for each employee and display andupdate that total as new entries are saved.

2.4 SubmittingTime Entries

Periodically, you will need to submit your time entries to the office so that they can be imported intoComputerEase for payroll processing. You can do this daily, weekly, or biweekly depending on your payrollcycle.

To submit Time Entries, select Payroll, then Time Sheets, then Submit.

Using the Time Sheets Awaiting Submission section, you will be able to submit one or more time sheetentries.

Use the Week Ending Date field to filter the entries you want to view and/or submit. It defaults to the day youlast selected in the current session or to the current date. There are two buttons at the bottom of the section.

Submit - Check the selection box in the first column next to the time entry you want to submit and selectthis option. If you check the box in the header row, all entries will be selected. This will send an emailnotification to the email address selected for time entry submissions and the entry will become available toimport into ComputerEase.

Copy - You can copy a selection to paste into the Enter Daily page. Check the selection box in the firstcolumn next to the entry you want to copy and select this option. This will copy the existing entry so that youcan paste it later.

Payroll 32


Once a time entry has been submitted it will move down to the Submitted Time Sheets section at the bottom ofthe page. As long as the entry appears here, it has not yet been imported into ComputerEase and is stillawaiting import. Submitted entries cannot be edited until they are Unsubmitted.

You can review any submitted entries here, and if you find that you need to pull the entry back before it isimported into ComputerEase, you can unsubmit any entry that has not yet been imported into ComputerEase.There are three buttons at the bottom of the section.

Unsubmit - If for any reason you do not want an entry to be imported into ComputerEase, check theselection box in the first column next to the time entry you want to unsubmit and select this option. This willremove the ability to import this entry into ComputerEase until it is resubmitted.


Notify - If you would like to send a notification email to the office that time sheets have been submitted andare ready to be imported, select this option. An email will be generated and sent to the email addressspecified in your user settings for time sheet notifications alerting the user that time sheets are ready forimport.


2.5 Importing Time Entries in ComputerEase

Once you receive an email notifying you that time entries are available for import, you can import them intoComputerEase at any time. Once you import the time entry records into ComputerEase, the status of therecords in FieldEase iSeries will change to "Exported."

From the Main Menu, select Payroll System, then Import Payroll from Web Service.

FieldEase iSeries33


Import - Check the box next to any entries you want to import. You will see one entry for each date.

Week Ending - The week ending date for the selected entries is listed here.

Records - The number of individual time entries for each date is listed so you will know how many recordsyou will be importing.

Hours - The total number of hours for each date is listed here.

Check the box next to each entry you want to import or use the Select All and/or Select None buttons to assistyou in making selections. When you are ready, select the Import button at the bottom of the screen.

Once you choose to import, the Enter Labor Distribution by Job dialog will open. Choose the Payroll Type youwant to import to and select OK. This will open the Enter Labor Distribution by Job entry screen and theImport Labor Distribution dialog.

You cannot change the Import From, and the Use Layout selection should always be "FieldEase." You canPreview the entries, or simply select Import to complete the import. This will complete the import into the EnterLabor Distribution by Job entry screen, where you can review and/or modify the entries you have imported. Youmust Save the entries by using F10 or File, then Save and Close, or the entries will not be saved.

Payroll 34


2.6 Managing Time Entries

Once time entries that have been submitted to the office have been imported into ComputerEase, their status inFieldEase iSeries changes to "Exported." Once an entry has been exported, you can "Unexport" it if it needs tobe imported again for any reason. You can also permanently delete any "Exported" entries from FieldEaseiSeries; this only purges the data from the web server and does not affect the data in ComputerEase.

To review exported Time Entries, select Payroll, then Time Sheets, then Exported.

Using the Exported Time Sheets section, you will see all time entries that have been imported toComputerEase.

The Week Ending Date field at the top of the page acts as a filter; if you make a selection here it will filter anyexisting entries shown below. There are three buttons at the bottom of the page.

Unexport - Check the selection box in the first column next to the time entry you want to unexport andselect this option. This will change the status of the entry back to Unsubmitted, allowing you to makechanges and/or resubmit for any reason.


Delete - Check the selection box in the first column next to the time entry you want to delete and select thisoption. This will delete the record only from FieldEase and will not affect your data in ComputerEase in anyway.


FieldEase iSeries35


2.7 Reports

You don't have to wait until your time entries are imported into ComputerEase to create reports for review.FieldEase iSeries features a report builder that allows you to create your own reports, which can then be printedor emailed.

2.7.1 Report Settings

You will need to design your reports using the report settings. This is where you choose which information willappear in your reports.

To review exported Time Entries, select Payroll, then Time Sheets, then Reports, then Settings.

The reports settings are configured just like the time sheet entry settings; these settings only control the reports,whereas the Time Sheet Settings control the entry and review pages.


General Tab

Week Ending Day - Choose the day of the week on which your pay period ends and press Save to saveyour selection.

Show Job Description - Check this box to show the job description on your reports rather than just jobnumber.

Show Phase Description - Check this box to show the phase description on your reports rather than justphase number.

Show Category Description - Check this box to show the category description on your reports rather thanjust category number.

Payroll 36


Show Equipment Description - Check this box to show the equipment description on your reports ratherthan just equipment number.

Show Equipment Code Description - Check this box to show the equipment code description on yourreports rather than just equipment cost code number.

Show State Description - Check this box to show the state description on your reports rather than juststate abbreviation.

Show Class Description - Check this box to show the class description on your reports rather than justclass number.

Show Department Description - Check this box to show the department description on your reportsrather than just department number.

Show Locality Description - Check this box to show the local description on your reports rather than justlocality number.

Show Employee Description - Check this box to show the employee name on your reports rather thanjust employee number.

Daily Tab

Fields listed in the Hide column will not show up in the Daily Reports; fields listed in the Show column will showup in the Daily Reports. Some fields (date, job/phase/category, employee, type and emphours) are required;when using equipment entry, all three equipment fields are required. You can move fields from one column tothe other by dragging and dropping, double-clicking on a field, or by selecting a field and clicking on the singlearrow (> or <) button pointing to the opposing column. Clicking on the double-arrow (>> or <<) button will moveall fields to the opposing column. You can also change the order in which your fields appear in the report bydragging and dropping fields up and down in the list or by selecting a field and clicking on the upward ordownward pointing arrows.

FieldEase iSeries37


Weekly Tab

Fields listed in the Hide column will not show up in the Weekly Reports; fields listed in the Show column willshow up in the Weekly Reports. Some fields (employee, job/phase/category, type and at least one day of theweek for hours) are required; when using equipment entry, equipment, equipcode and at least one e-day forequipment hours are required. You can move fields from one column to the other by dragging and dropping, orby selecting a field and clicking on the single arrow (> or <) button pointing to the opposing column. Clicking onthe double-arrow (>> or <<) button will move all fields to the opposing column. You can also change the order inwhich your fields appear in the report by dragging and dropping fields up and down in the list or by selecting afield and clicking on the upward or downward pointing arrows.

Once you have configured both your weekly and daily report settings, you can begin using your reports. Whenyou press Save after editing either the Daily or Weekly settings, both the Daily and Weekly settings are verified.If you have hidden any required fields on either tab, you will get an error message until all required fields areshown.

2.7.2 Daily or Weekly Reports

Daily reports can be used to review your time entries by day, while weekly reports can be used toreview your entries for an entire week.

Daily Reports

To review exported Time Entries by day, select Payroll, then Time Sheets, then Reports, then Daily Reports.

Payroll 38


The top half of the window is used to filter what data will appear in your report.

Start Date... End Date - Choose the start and end dates for the data you want to report.

Employee(s) - Choose which employee(s) you want to include in the report. You can move employeesfrom one column to the other by dragging and dropping, double-clicking on an employee, or by selecting anemployee and clicking on the single arrow (> or <) button pointing to the opposing column. Clicking on thedouble-arrow (>> or <<) button will move all employees to the opposing column. Any employees listed inthe left column will not be included in the report; employees in the column on the right will be included inthe report.

Job(s) - Choose which job(s) you want to include in the report. You can move jobs from one column to theother by dragging and dropping, double-clicking on a job, or by selecting a job and clicking on the singlearrow (> or <) button pointing to the opposing column. Clicking on the double-arrow (>> or <<) button willmove all jobs to the opposing column. Any jobs listed in the left column will not be included in the report;jobs in the column on the right will be included in the report.

Status - Choose from the drop-down whether you want to include Submitted, Not Submitted, or Exportedentries in the report.

Once you have made your selections using the filters above, click on Search to apply the filters. The data youhave selected will populate the report below.

FieldEase iSeries39


You can drag and drop any column header into the space at the top of the report section to group and subtotalby that field. For instance, if you want to group and subtotal by job, drag the "Employee" field header into thespace at the top of the report:

Notice how the entries are now grouped and subtotaled by Employee, with the Employee column heading listedat the top of the report. You can sort and subtotal by multiple fields, such as job, then phase, then category toget a category totals report.

If you want to generate a pdf copy of the report for emailing or printing, simply click on the Generate PDF buttonat the top of the report. You can also use the Page size drop-down to allow you to view 10, 20, or 50 entries perpage in the report.

Weekly Reports

To review exported Time Entries by week, select Payroll, then Time Sheets, then Reports, then WeeklyReports.

Payroll 40



Week Ending Date - Choose the week ending date for the data you want to report.





FieldEase iSeries41


You can drag and drop any column header into the space at the top of the report section to group and subtotalby that field. For instance, if you want to group and subtotal by job, drag the "Employee" field header into thespace at the top of the report:

Notice how the entries are now grouped and subtotaled by Employee, with the Employee column heading listedat the top of the report. You can sort and subtotal by multiple fields, such as job, then phase, then category toget a category totals report.

If you want to generate a pdf copy of the report for emailing or printing, simply click on the Generate PDF buttonat the top of the report. You can also use the Page size drop-down to allow you to view 10, 20, or 50 entries perpage in the report.

Payroll 42


2.7.3 Chart

The Time Sheet Chart allows you to create a bar or pie chart representation of your employee/job time.To view your time sheet chart, select Payroll, then Time Sheets, then Reports, then Chart.





X-Axis - Choose Employee or Job to determine what data you want to chart in the report.

Chart - Choose Bar or Pie for the type of chart you want to generate.

Once you have made your selections using the filters above, click on Generate Chart to apply the filters andgenerate the chart; the chart will appear below.

Part

III

Employee Absences

Employee Absences 44


3 Employee Absences

3.1 Employee Absence Settings

So that you can review your absences by week before submitting, you should set your week ending date fordaily absence entries.

To set the week ending day for employee absences, select Payroll, then Employee Absences, then Settings.

This is where you will choose the week ending day.

Week Ending Day - Choose the day of the week on which you want to end your week for absencerecording and press Save to save your selection. This day will usually match the week ending day for yourpay period entries.

FieldEase iSeries45


3.2 Entering Employee Absences

Once you have imported your employees and (optional) absence codes information into FieldEase, you will beready to record employee absences.

To enter employee absences, select Payroll, then Employee Absences, then Enter.

Using the Enter Employee Absences page, you will be able to record a new employee absence.

The Week Ending Date field at the top of the page acts as a filter; if you make a selection here it will filterany existing entries shown below. Any entries made below will also default the Date chosen for any newemployee absences you record; if no date is selected it will default to the current date. There are severalbuttons at the top and bottom of the page.

Add - Select this to add a new employee absence. This will open a new row into which you will enterdata.

Edit - Check the selection box in the first column next to the employee absence you want to change andselect this option. This will allow you to make any changes to an existing entry.

Delete - To remove an employee absence, check the selection box in the first column next to the youwant to delete and select this option. You will be prompted to confirm the deletion.

Duplicate - Check the selection box in the first column next to the employee absence you want toduplicate and select this option. This will create a duplicate entry which can be edited to make minoradjustments. This function can save time when making many entries.

Copy - Check the selection box in the first column next to the employee absence you want to copy andselect this option. This will copy the existing entry so that you can paste it later.

Paste - Select this option to paste the previously copied employee entry, which can be edited to makeminor adjustments.



After selecting Add, you will record an employee absence.

Group - If you able to access more than one group, choose the group you want to access from thedrop-down. This will filter the employee available in the following field.

Date - Choose the date of the absence you want to record.

Employee - From the drop-down, choose or enter the employee whose absence you want to record.

Name - The name of the employee selected will display here.

Description - Enter a brief description of the absence.

Hours - Enter the number of hours the employee was absent.

Code - This field is optional. If you use absence codes in ComputerEase, choose the appropriate codefor classification from the drop-down list.

Notes - Enter any detailed notes about the absence into this field.


When reviewing your entries, keep in mind that you can sort your entries by clicking on the column headings.Click once to sort in ascending order, again to sort in descending order or a third time to remove the sort.

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3.3 Submitting Employee Absences

Periodically, you will need to submit your employee absences to the office so that they can be imported intoComputerEase. You can do this daily, weekly, or at an interval of your choosing.

To submit employee absences, select Payroll, then Employee Absences, then Submit.

Using the Employee Absences Awaiting Submission section, you will be able to submit one or more absencerecords.

Use the Week Ending Date field to filter the entries you want to view and/or submit. It defaults to the weekending date you last selected in the current session or to the current week's end date. There are three buttons atthe bottom of the section

Submit - Check the selection box in the first column next to the absence you want to submit and select thisoption. This will send an email notification to the email address selected for employee absencesubmissions and the entry will become available to import into ComputerEase.


View - Check the selection box in the first column next to the absence you want to review and select thisoption. This will allow you to view details of the entry prior to submission. Select Close when you arefinished viewing.



Once an entry has been submitted it will move down to the Employee Absences Submitted section at thebottom of the page. As long as the entry appears here, it has not yet been imported into ComputerEase and isstill awaiting import. Submitted entries cannot be edited until they are Unsubmitted.

You can review any submitted entries here, and if you find that you need to pull the entry back before it isimported into ComputerEase, you can unsubmit any entry that has not yet been imported into ComputerEase.There are three buttons at the bottom of the section.

Unsubmit - If for any reason you do not want an entry to be imported into ComputerEase, check theselection box in the first column next to the employee absence you want to unsubmit and select this option.This will remove the ability to import this entry into ComputerEase until it is resubmitted.


View - Check the selection box in the first column next to the absence you want to view and select thisoption. This will allow you to review the existing entry. When you are finishing reviewing the entry, select Close.


3.4 Importing Employee Absences in ComputerEase

Once you receive an email notifying you that employee absence records are available for import, you can importthem into ComputerEase at any time. Once you import the absence records into ComputerEase, the status ofthe records in FieldEase iSeries will change to "Exported."

From the Main Menu, select Payroll System, then Employee Absences, then Import Absences from WebService.

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Import - Check the box next to any absences you want to import. You will see one entry for each date,combining all absence records for that date.

Date - The date for the selected entry is listed here.

Records - The number of absences for each date is listed so you will know how many records you will beimporting.


You will see a notification telling you how absences were imported and, if there were any skipped for anyreason, how many were skipped. Select OK and the Employee Absence Management Center will open.

FieldEase Import Batch - Select a specific absence or group of absences using the batch numberassigned when the logs were imported into ComputerEase from the field.

Date...To - Select a date or range of dates to view only absences entered for that date or in that daterange.

Employee - Select a specific employee to see only absences entered for that employee.

Select Search to apply the filters entered into the prompts or Cancel to exit the screen without saving. Next toeach absence displayed is a shortcut.

- Select to edit the employee absence.



3.5 Managing Employee Absences

Once employee absences that have been submitted to the office have been imported into ComputerEase, theirstatus in FieldEase iSeries changes to "Exported." Once an entry has been exported, you can "Unexport" it if itneeds to be imported again for any reason. You can also permanently delete any "Exported" entries fromFieldEase iSeries; this only purges the data from the web server and does not affect the data in ComputerEase.

To review exported Employee Absences, select Payroll, then Employee Absences, then Exported.

Using the Employee Absences Exported section, you will see all absences that have been imported toComputerEase.

The Week Ending Date field at the top of the page acts as a filter; if you make a selection here it will filterany existing entries shown below. There are four buttons at the bottom of the page.

View - Check the selection box in the first column next to the absence you want to view and select thisoption. This will allow you to review the existing entry. When you are finishing reviewing the entry, select Close.

Unexport - Check the selection box in the first column next to the absence you want to unexport andselect this option. This will change the status of the entry back to Unsubmitted, allowing you to makechanges and/or resubmit for any reason.

Copy - You can copy a selection to paste into the Enter Daily page. Check the selection box in the firstcolumn next to the entry you want to copy and select this option. This will copy the existing entry so thatyou can paste it later.

Delete - Check the selection box in the first column next to the absence you want to delete and selectthis option. This will delete the record only from FieldEase and will not affect your data in ComputerEasein any way.


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3.6 Employee Absence Report

You don't have to wait until your absence entries are imported into ComputerEase to create a report for review.FieldEase iSeries features a report builder that allows you to create your own reports, which can then be printedor emailed.

To review your employee absence report, select Payroll, then Employee Absences, then Report.

The top half of the window is used to filter which data will appear in your report.




Once you have made your selections using the filters above, click on Search to apply the filters. The data youhave selected will populate the report below. You can drag and drop any column header into the space at thetop of the report section to group and subtotal by that field. For instance, if you want to group and subtotal byjob, drag the "Employee" field header into the space at the top of the report. If you want to generate a pdf copyof the report for emailing or printing, simply click on the Generate PDF button at the top of the report.

Part

IV

Project Management

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4 Project Management

4.1 Daily Logs

Enter your daily logs right from the web and send them to ComputerEase; keeping track of what happened onyour job has never been so easy!

4.1.1 Daily Log Settings

Your daily log settings allow you to set your entries to automatically import into Project Management, creating anew daily log automatically when entries are posted to payroll and pull lists.To configure daily log settings, select Project Management, then Daily Logs, then Settings.

This is where you will set your importable items to automatically import into daily logs.

Auto Import - Check this box if you want your payroll (employee time and, if applicable, equipment) andpull list entries to automatically import into daily logs. If you check this box, a new daily log will automaticallybe created when you either enter payroll for a date for a job or create a pull list for a date for a job. Entriesthat normally can be imported into daily logs (employee, equipment and material items) will automaticallyimport into your daily logs.

Select Save to set your selection.

Project Management 54


4.1.2 Entering Daily Logs

Once you have imported your employees, vendors, inventory items and/or equipment from ComputerEase, youwill be ready to create daily logs in the field via FieldEase iSeries.

To enter Daily Logs, select Project Management, then Daily Logs, then Enter.

Using the Enter Logs page, you will be able to create a new daily log.

The three fields at the top of the page act as filters; if you make selections in any or all of these fields, this willfilter any existing entries shown below. The Group field limits the jobs available in the Job drop-down. Anyentries here will also default the Job and Date for any new daily log entry. There are three buttons at the bottomof the page.

Add - Select this to add a new daily log. This will open a new row into which you will enter data.

Edit - Check the selection box in the first column next to the daily log you want to change and select thisoption. This will allow you to make any changes to the existing daily log.

Delete - To remove a daily log, check the selection box in the first column next to the daily log you wantto delete and select this option. You will be prompted to confirm the deletion.

After selecting Add, you will record a daily log of activity for a job.

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Log

Group - If you able to access more than one group, choose the group you want to access from thedrop-down. This will filter the job and other selections available in the following fields and tabs. If youchose a group at the top of the page, this will be defaulted from that selection.

Job - From the drop-down, choose the job for which you are recording events. If you chose a job at thetop of the page, this will be defaulted from that selection.

Date - Enter the date for which you are capturing your daily log of events. The date will default to thecurrent date, but can be changed by clicking on the calendar to the right of the field and choosing thecorrect date. If you chose a date at the top of the page, this will be defaulted from that selection.

Temperature - Enter the temperature at the job site on this day.

Weather 1/Weather 2/Weather 3 - Choose one to three weather codes to describe the day's weather.

User Fields

If you have created any daily log user-defined fields in ComputerEase, they will appear here. These aremeant to be completed and populated here in the field. You may want to discuss the use of user-definedfields with your trainer or support department.



Employees

To record any employees who worked on the job, select the Employee tab.

There are several buttons at the bottom of the employee tab.

Add - Select this to add a new employee record. This will open a new row into which you will enterdata.

Edit - Check the selection box in the first column next to the employee entry you want to changeand select this option. This will allow you to make any changes to the existing employee entry.

Delete - To remove an employee entry, check the selection box in the first column next to theemployee you want to delete and select this option. You will be prompted to confirm the deletion.

Import - You can import employee hours from FieldEase payroll by clicking here. Any hours enteredfor the chosen job on the chosen day will populate the employee fields below and you can editentries from there.

After selecting Add, you will record employee time one row at a time.

Employee - From the drop-down, choose an employee who worked on the job site.

Name - The name of the chosen equipment will display here.

Hours - Enter the number of hours the employee worked.

Comments - Enter any comments associated with the employee's work.

Once you have completed a row, press Add to add another employee or Save to completerecording employee entries. The new row will always appear at the top of the list. You can press Cancel at any time to cancel the current entry without saving.

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Equipment

To record any equipment used on the job, select the Equipment tab.

There are several buttons at the bottom of the equipment tab.

Add - Select this to add a new equipment record. This will open a new row into which you will enterdata.

Edit - Check the selection box in the first column next to the equipment entry you want to changeand select this option. This will allow you to make any changes to the existing equipment entry.

Delete - To remove an equipment entry, check the selection box in the first column next to theequipment you want to delete and select this option. You will be prompted to confirm the deletion.

Import - You can import equipment hours from FieldEase payroll by clicking here. Any equipmenthours entered for the chosen job on the chosen day will populate the equipment fields below andyou can edit entries from there.

After selecting Add, you will record equipment usage one row at a time.

Equipment - Choose the equipment item used.

Description - The description for the chosen equipment will display here.

Hours - Enter the number of hours the equipment was used.

Comments - Enter any comments associated with the equipment usage.

Once you have completed a row, press Add to add another piece of equipment or Save to completerecording equipment entries. The new row will always appear at top of the list. You can press Cancel at any time to cancel the current entry without saving.



Materials

To record any materials used on the job, select the Inventory tab.

There are several buttons at the bottom of the inventory tab.

Add - Select this to add a new material record. This will open a new row into which you will enterdata.

Edit - Check the selection box in the first column next to the material entry you want to change andselect this option. This will allow you to make any changes to the existing material entry.

Delete - To remove an material entry, check the selection box in the first column next to thematerial you want to delete and select this option. You will be prompted to confirm the deletion.

After selecting Add, you will record material usage one row at a time.

Inventory - Choose any material items used.

Description - The name for the chosen material item will display here.

Quantity - Enter the quantity used.

Comments - Enter any comments associated with the material usage.

Once you have completed a row, press Add to add another material item or Save to completerecording inventory/material entries. The new row will always appear at the top of the list. You canpress Cancel at any time to cancel the current entry without saving.

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Subcontractors

To record any vendors (subcontracted workers) present at the job site, select the Vendor tab.

There are several buttons at the bottom of the vendor tab.

Add - Select this to add a new vendor record. This will open a new row into which you will enterdata.

Edit - Check the selection box in the first column next to the vendor entry you want to change andselect this option. This will allow you to make any changes to the existing vendor entry.

Delete - To remove a vendor entry, check the selection box in the first column next to the vendoryou want to delete and select this option. You will be prompted to confirm the deletion.

After selecting Add, you will record vendors/subcontractors one row at a time.

Vendor - Choose a vendor that had men working at the job site.

Name - The name of the chosen vendor will display here.

Men - Enter the number of men the subcontractor had present.

Hours - Enter the number of hours the subcontractor's men worked.

Comments - Enter any comments associated with the subcontractor's work.

Once you have completed a row, press Add to add another subcontractor/vendor or Save tocomplete recording vendor entries. The new row will always appear at the top of the list. You canpress Cancel at any time to cancel the current entry without saving.



Visitor

To record any visitors to the job site, select the Visitor tab.

There are several buttons at the bottom of the visitor tab.

Add - Select this to add a new visitor record. This will open a new row into which you will enter data.

Edit - Check the selection box in the first column next to the visitor entry you want to change andselect this option. This will allow you to make any changes to the existing visitor entry.

Delete - To remove a visitor entry, check the selection box in the first column next to the visitor youwant to delete and select this option. You will be prompted to confirm the deletion.

After selecting Add, you will record visitors one row at a time.

Name - Enter the name of any visitors, one per line.

Comments - Enter any comments associated with the visitor listed.

Once you have completed a row, press Add to add another visitor or Save to complete recordingvisitor entries. The new row will always appear at the top of the list. You can press Cancel at anytime to cancel the current entry without saving

Notes

To enter any optional notes for this day's log, select the Notes tab and enter any notes into the empty field.

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Attachments

Click here to access and edit attachments to this daily log.

Upload - Select this to attach a new file to this log. To browse to the file you want to attach, click onSelect and use Explorer to browse to the file. You can overwrite an existing file if you have madechanges to it by checking the box next to Overwrite if file exists?. Then press the Upload button toupload the file.

Once you have uploaded an attachment, you can open it using the Open Folder icon or delete it fromthe daily log record by using the red X. Click on the Refresh icon to refresh your attachments.

Signatures

Click here to capture signatures confirming the daily log's contents.

Company Representative Signature - Click Sign to capture the signature of a representative of yourcompany.Customer Signature - Click Sign to capture the signature of a representative of your customer.

Once you have completed your daily log entries, select the Save button in the bottom left corner of the logwindow or Cancel to exit without saving.



4.1.3 Submitting Daily Logs

Periodically, you will need to submit your daily logs to the office so that they can be imported intoComputerEase. You can do this daily, weekly, or at an interval of your choosing.

To submit Daily Logs, select Project Management, then Daily Logs, then Submit.

Using the Logs Awaiting Submission section, you will be able to submit one or more daily logs.

The three fields at the top of the page act as filters; if you make selections in any or all of these fields, this willfilter any existing entries shown below. There are two buttons at the bottom of the section.

View - Check the selection box in the first column next to the daily log entry you want to view and selectthis option. This will allow you to review the existing daily log entry. When you are finishing reviewing thelog, select Close.

Submit - Check the selection box in the first column next to the daily log entry you want to submit andselect this option. If you check the box in the header row, all entries will be selected. This will send anemail notification to the email address selected for daily log submissions and the log will become availableto import into ComputerEase.

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Once a daily log has been submitted it will move down to the Submitted Logs section. As long as the logappears here, it has not yet been imported into ComputerEase and is still awaiting import. Submitted logscannot be edited until they are Unsubmitted.

You can review any submitted logs here, and if you find that you need to pull the log back before it is importedinto ComputerEase, you can unsubmit any log that has not yet been imported into ComputerEase. There arethree buttons at the bottom of the section.


Unsubmit - If for any reason you do not want a log to be imported into ComputerEase, check the selectionbox in the first column next to the daily log entry you want to unsubmit and select this option. This willremove the ability to import this log into ComputerEase until it is resubmitted.

Notify - If you want to send an email notification to alert the office that daily logs have been submitted,check the selection box next to the log or logs you want to send a notification about and select this option.This will send an email to the email address selected for daily log notifications.


4.1.4 Importing Daily Logs In ComputerEase

Once you receive an email notifying you that daily logs are available for import, you can import them intoComputerEase at any time. Once you import the daily log records into ComputerEase, the status of the recordsin FieldEase iSeries will change to "Exported."

From the Main Menu, select Project Management then Import Daily Log from Web Service.

Import - Check the box next to any daily logs you want to import. You will see one entry for each log to beimported.

Job - The job for the selected log is listed here.

Date - The date for the selected log is listed here.



Check the box next to each log you want to import or use the Select All and/or Select None buttons to assistyou in making selections. When you are ready, select the Import button at the bottom of the screen.

You will see a notification telling you how many logs were imported and, if there were any skipped for anyreason (if the log already exists in ComputerEase, it will not be imported), how many were skipped. Select OKand the Daily Log Management Center will open.

FieldEase Import Batch - Select a specific daily log or logs using the batch number assigned when thelogs were imported into ComputerEase from the field.

Log Date...To - Select a date or range of dates to view only daily logs entered for that date or in that daterange.

Job - Select a specific job to see only daily logs entered for that job.

Select Search to apply the filters entered into the prompts or Cancel to exit the screen without saving. Once youhave displayed the logs you want to review, you can print all by selecting Print Batch.

Next to each line, you will see four buttons:

- Select to view handwritten notes for this daily log from FieldEase.

- Select to view the signature(s) captured in FieldEase.

- Select to edit the daily log.

- Select to print the daily log.

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4.1.5 Managing Daily Logs

Once daily logs that have been submitted to the office have been imported into ComputerEase, their status inFieldEase iSeries changes to "Exported." Once a log has been exported, you can "Unexport" it if it needs to beimported again for any reason. You can also permanently delete any "Exported" logs from FieldEase iSeries;this only purges the data from the web server and does not affect the data in ComputerEase.

To review exported Daily Logs, select Project Management, then Daily Logs, then Exported.

Using the Exported Logs section, you will see all logs that have been imported to ComputerEase.

The three fields at the top of the page act as filters; if you make selections in any or all of these fields, this willfilter any existing entries shown below. There are three buttons at the bottom of the page.


Unexport - Check the selection box in the first column next to the daily log entry you want to unexport andselect this option. This will change the status of the daily log back to Unsubmitted, allowing you to makechanges and/or resubmit for any reason.

Delete - Check the selection box in the first column next to the daily log entry you want to delete and selectthis option. This will delete the record only from FieldEase and will not affect your data in ComputerEase inany way.




4.1.6 Daily Log Report

You can generate daily log reports right from your browser before you ever send them back to theoffice.

To use daily log reports, select Project Management, then Daily Logs, then Report.






You can press the arrow next to each log to expand and see child entries. If you want to generate a pdf copy ofthe report for emailing or printing, simply click on the Generate PDF button at the top of the report. A separatepage for each log listed will be generated.

4.2 Punch Lists

Punch lists can be created in FieldEase iSeries and then sent back to ComputerEase at any point to bemaintained from there within ComputerEase.

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4.2.1 Entering Punch Lists

Punch lists can be created and maintained in FieldEase iSeries until you are ready to send them toComputerEase so that they can be maintained there.

To enter Punch Lists, select Project Management, then Punch Lists, then Enter.

Using the Enter Punch Lists page, you will be able to create a new punch list.

The three fields at the top of the page act as filters; if you make selections in any or all of these fields, this willfilter any existing entries shown below. The Group field limits the jobs available in the Job drop-down. Anyentries here will also default the Job and Date for any new punch list. There are several buttons at the top andbottom of the page.

Add - Select this to add a new punch list. This will open a new row into which you will enter data.

Edit - Check the selection box in the first column next to the punch list you want to change and selectthis option. This will allow you to make any changes to the existing punch list.

Delete - To remove a punch list, check the selection box in the first column next to the punch list youwant to delete and select this option. You will be prompted to confirm the deletion.

After selecting Add, you will record a punch list of action items for a job.



Group - If you able to access more than one group, choose the group you want to access from thedrop-down. This will filter the jobs available in the following field. If you chose a group at the top of thepage, this will be defaulted from that selection.

Job - From the drop-down, choose the job for which you are creating a punch list. If you chose a job atthe top of the page, this will be defaulted from that selection.

Name - Enter a name for the punch list up to 10 characters. This will be the punch list ID when it isimported into ComputerEase. Alpha characters must be caps.

Description - Enter a brief description of the purpose of the punch list.

Date - Enter the date for your punch list. The date will default to the current date, but can be changed byclicking on the calendar to the right of the field and choosing the correct date. If you chose a date at thetop of the page, this will be defaulted from that selection.

Items

You will enter punch list items into the items tab at the bottom of the screen.

Add - Select this to add a new item. This will open a new row into which you will enter data.

Edit - Check the selection box in the first column next to the item you want to change and select thisoption. This will allow you to make any changes to the existing item.

Delete - To remove an item from your punch list, check the selection box in the first column next to theitem you want to delete and select this option. You will be prompted to confirm the deletion.

After selecting Add, you will record an item for your punch list.

Items Tab

Name - Enter a description of the item.

Completed - Check this box if the item has been completed.

Completed Date - If the completed box is checked, the date field will become available; choose thedate the item was completed.

Completed By - If the item has been completed, enter the name or initials of the person who completedthe item.

Approved - Check this box if the item has been approved.

Approved Date - If the approved box is checked, the date field will become available; choose the datethe item was approved.

Approved By - If the item has been approved, enter the name or initials of the person who approvedthe item.

Enter any item-specific notes into the field immediately below the Add, Save and Cancel buttons belowthe punch list items.

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Notes Tab

Click on this tab and enter any notes about the punch list.

Once you have completed your item entry, select the Save button in the bottom left corner of the screen orCancel to exit without saving. To save the punch list, select the Save button beneath the punch list entry.

4.2.2 Submitting Punch Lists

Once you submit your punch lists to ComputerEase, they can be maintained in ComputerEase.

To submit Punch Lists, select Project Management, then Punch Lists, then Submit.

Using the Punch Lists Awaiting Submission section, you will be able to submit one or more punch lists.

The three fields at the top of the page act as filters; if you make selections in any or all of these fields, this willfilter any existing entries shown below. There are several buttons at the top and bottom of the page.

View - Check the selection box in the first column next to the punch list you want to view and select thisoption. This will allow you to review the existing punch list entry. When you are finishing reviewing the log,select Close.

Submit - Check the selection box in the first column next to the punch list you want to submit and selectthis option. If you check the box in the header row, all entries will be selected. This will send an emailnotification to the email address selected for punch lists and the punch list will become available to importinto ComputerEase.



Once a punch list has been submitted it will move down to the Submitted Punch Lists section. As long as thepunch list appears here, it has not yet been imported into ComputerEase and is still awaiting import. Submittedlogs cannot be edited until they are Unsubmitted.

You can review any submitted punch lists here, and if you find that you need to pull the list back before it isimported into ComputerEase, you can unsubmit any punch list that has not yet been imported intoComputerEase. There are two buttons at the bottom of the section.

View - Check the selection box in the first column next to the punch list you want to view and select thisoption. This will allow you to review the existing punch list. When you are finishing reviewing the punch list,select Close.

Unsubmit - If for any reason you do not want a punch list to be imported into ComputerEase, check theselection box in the first column next to the punch list you want to unsubmit and select this option. This willremove the ability to import this punch list into ComputerEase until it is resubmitted.

Notify - If you want to send an email notification to alert the office that punch lists have been submitted,check the selection box next to the punch list you want to send a notification about and select this option.This will send an email to the email address selected for punch list notifications.


4.2.3 Importing Punch Lists in ComputerEase

Once you receive an email notifying you that punch lists are available for import, you can import them intoComputerEase at any time. Once you import the punch list records into ComputerEase, the status of the recordsin FieldEase iSeries will change to "Exported."

From the Main Menu, select Project Management then Import Punch Lists from Web Service.

Import - Check the box next to any punch lists you want to import. You will see one entry for each list to beimported.

Job - The job for the selected punch list is listed here.

List - The name of the available list is listed here.

Check the box next to each punch list you want to import or use the Select All and/or Select None buttons toassist you in making selections. When you are ready, select the Import button at the bottom of the screen.

FieldEase iSeries71


You will see a notification telling you how many punch lists were imported and, if there were any skipped for anyreason (if the list already exists in ComputerEase, it will not be imported), how many were skipped. Select OKand the Punch List Management Center will open.

FieldEase Import Batch - Select a specific daily log or logs using the batch number assigned when thepunch lists were imported into ComputerEase from the field.

Date Created...To - Select a date or range of dates to view only punch lists created for that date or in thatdate range.

Job - Select a specific job to see only punch lists entered for that job.

Select Search to apply the filters entered into the prompts or Cancel to exit the screen without saving.

Next to each list, you will see two buttons:

- Select to edit the punch list.

- Select to print the punch list.

4.2.4 Managing Punch Lists

Once punch lists that have been submitted to the office have been imported into ComputerEase, their status inFieldEase iSeries changes to "Exported." Once a punch list has been exported, you can "Unexport" it if it needsto be imported again for any reason. You can also permanently delete any "Exported" punch lists fromFieldEase iSeries; this only purges the data from the web server and does not affect the data in ComputerEase.



To review exported Punch Lists, select Project Management, then Punch Lists, then Exported.

Using the Exported Punch Lists section, you will see all punch lists that have been imported to ComputerEase.

The three fields at the top of the page act as filters; if you make selections in any or all of these fields, this willfilter any existing entries shown below. There are three buttons at the bottom of the page.

View - Check the selection box in the first column next to the punch list you want to view and select thisoption. This will allow you to review the existing punch list. When you are finishing reviewing the list, select Close.

Unexport - Check the selection box in the first column next to the punch list you want to unexport andselect this option. This will change the status of the punch list back to Unsubmitted, allowing you to makechanges and/or resubmit for any reason.

Delete - Check the selection box in the first column next to the punch list you want to delete and select thisoption. This will delete the record only from FieldEase and will not affect your data in ComputerEase in anyway.


Part

V

Job Cost

Job Cost 74


5 Job Cost

5.1 Field Estimates

FieldEase iSeries Unit Estimates allows you to enter your field estimates right from the web and send thoseentries back to ComputerEase. You can update your job cost progress without ever stepping foot in the office.

5.1.1 Units Complete Settings

So that you can review unit entries for a whole week before submitting, you should set your week ending datefor unit entries.

To set the week ending day for unit entries, select Job Cost, then Field Estimates, then Units Complete, thenSettings.

This is where you will choose the week ending day.

Week Ending Day - Choose the day of the week on which you want to end your week for unit entry reviewand press Save to save your selection.

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5.1.2 Entering Units Complete

Once you have imported your jobs from ComputerEase, you will be ready to create unit entries in the field viaFieldEase Online Services.

To enter Units Complete, select Job Cost, then Field Estimates, then Units Complete, then Enter.

Using the Enter Units Complete page, you will be able to record unit entries.

Week Ending Date - The Week Ending Date field at the top of the page acts as a filter; if you make aselection here it will filter any existing entries shown below. If no date is selected it will default to the endingday of the current week.

There are several buttons at the top and bottom of the page.

Add - Select this to add a new daily unit entry. This will open a new row into which you will enter data.


Delete - To remove an entry, check the selection box in the first column next to the you want to deleteand select this option. You will be prompted to confirm the deletion.



Paste - Select this option to paste the previously copied unit entry, which can be edited to make minoradjustments.

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After selecting Add, you will record a units complete entry for a cost code.

Date - Enter the date for the entry.

Job/Phase/Category - From the drop-down, choose or enter the Job and (if applicable) phase and/orcategory for which units are to be entered.

Type - Choose UNITS COMPLETE to enter the number of units completed, PERCENT COMPLETE toenter the work completion percentage or COST TO FINISH to enter the percentage of work remaining.

Amount - Enter the quantity corresponding to the type chosen here.

Notes - Enter any notes about the entry into the memo field in the bottom half of the screen.



5.1.3 Submitting Unit Entries

Periodically, you will need to submit your unit entries to the office so that they can be imported intoComputerEase. You can do this daily, weekly, or at an interval of your choosing.

To submit Unit Entries, select Job Cost, then Field Estimates, then Units Complete, then Submit.

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Using the Units Complete Awaiting Submission section, you will be able to submit one or more unit entries.

Week Ending Date - Use the Week Ending Date field to filter the entries you want to view and/or submit. Itdefaults to the day you last selected in the current session or to the current date.

Submit - Check the selection box in the first column next to the unit entry you want to submit and selectthis option. If you check the box in the header row, all entries will be selected. This will send an emailnotification to the email address selected for unit entry submissions and the entry will become available toimport into ComputerEase.

Copy - You can copy a selection to paste into the Enter Units Complete page. Check the selection box inthe first column next to the entry you want to copy and select this option. This will copy the existing entry sothat you can paste it later.

View - Check the selection box in the first column next to the unit entry you want to view and select thisoption. This will allow you to review the existing entry. When you are finishing reviewing the entry, select Close.

Once an entry has been submitted it will move down to the Submitted Units Complete section at the bottom ofthe page. As long as the entry appears here, it has not yet been imported into ComputerEase and is stillawaiting import. Submitted entries cannot be edited until they are Unsubmitted.

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You can review any submitted entries here, and if you find that you need to pull the entry back before it isimported into ComputerEase, you can unsubmit any entry that has not yet been imported into ComputerEase.There are two buttons at the bottom of the section.

Unsubmit - If for any reason you do not want an entry to be imported into ComputerEase, check theselection box in the first column next to the unit entry you want to unsubmit and select this option. This willremove the ability to import this entry into ComputerEase until it is resubmitted.

Copy - You can copy a selection to paste into the Enter Units Complete page. Check the selection box inthe first column next to the entry you want to copy and select this option. This will copy the existing entry sothat you can paste it later.


Notify - If you want to send an email notification to alert the office that unit entries have been submitted,check the selection box next to the entries you want to send a notification about and select this option. Thiswill send an email to the email address selected for unit entry notifications.


5.1.4 Importing Unit Entries in ComputerEase

Once you receive an email notifying you that unit entries are available for import, you can import them intoComputerEase at any time. Once you import the unit entry records into ComputerEase, the status of the recordsin FieldEase Online Services will change to "Exported."

From the Main Menu, select Job Costing System, then Import Units Complete from Web Service.

Import - Check the box next to any unit entries you want to import. You will see one entry for each date.

Date - The date for the selected unit entries is listed here.

Records - The number of unit entries for each date is listed so you will know how many records you will beimporting.


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Once you choose to import, the Import Units Complete dialog will open. You cannot change the Import From,and the Use Layout selection should always be "FieldEase." You can Preview the entries, or simply selectImport to complete the import.

As of - Choose the date as of which the units complete will be posted. This will default to the latest date ofthe entries.

Post To - Choose the G/L period to which to post the unit entries. This will default to the G/L period inwhich the As of date falls.

When you select OK you will see the Enter Units Complete window with all entries you are importing. You canadd any notes or make any changes at this time.

You must select OK in order to save the entries into ComputerEase. If you select Cancel at this time, the entrieswill not be posted.

5.1.5 Managing Unit Entries

Once unit entries that have been submitted to the office have been imported into ComputerEase, their status inFieldEase Online Services changes to "Exported." Once an entry has been exported, you can "Unexport" it if itneeds to be imported again for any reason. You can also permanently delete any "Exported" entries fromFieldEase Online Services; this only purges the data from the web server and does not affect the data inComputerEase.To review exported Unit Entries, select Job Cost, then Field Estimates, then Units Complete, then Exported.

Using the Exported Units Complete section, you will see all unit entries that have been imported toComputerEase.

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Date - The Date field at the top of the page acts as a filter; if you make a selection here it will filter any existingentries shown below. There are three buttons at the bottom of the section.


Unexport - Check the selection box in the first column next to the unit entry you want to unexport andselect this option. This will change the status of the entry back to Unsubmitted, allowing you to makechanges and/or resubmit for any reason.


Delete - Check the selection box in the first column next to the unit entry you want to delete and select thisoption. This will delete the record only from FieldEase and will not affect your data in ComputerEase in anyway.


Part

VI

Inventory Control

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6 Inventory Control

The purchasing module in FieldEase allows users in the field to create purchase orders and submit them to theoffice or to create entire material pull lists for submission.

6.1 Using Purchase Orders

6.1.1 Purchase Order Settings

Your purchase order settings allow you to configure your company name and address, default ship-to addressand whether you can enter a purchase order number in the field.To configure purchase order settings, select Inventory Control, then Purchasing, then Purchase Orders,then Settings.

This is where you will enter your default addresses and set purchase order number entry permission.

Company Name & Address - Enter the company name and address that you would like to appear on yourpurchase order report.

Ship To Address - Enter the ship-to address to use when you select "Office" as the ship-to location foryour purchase orders.

Allow PO# Entry - Check this box to allow entry of PO numbers in the field. If this box is unchecked,purchase order numbers will be automatically assigned when the purchase orders are imported intoComputerEase. If you assign PO numbers in the field, you must be careful to ensure that you assignunique numbers to each PO and that no two users assign the same number to different PO's, since thiswill result in an error on import into ComputerEase.

Select Save to set your selections.

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6.1.2 Entering Purchase Orders

Once you have imported your vendors and inventory items from ComputerEase, you will be ready to createpurchase orders in the field via FieldEase iSeries.

To enter or edit purchase orders, select Inventory Control, then Purchasing, then Purchase Orders, thenEnter.

Using the Enter Purchase Orders page, you will be able to create a purchase order.

There are three buttons at the bottom of the page.Add - Select this to add a new purchase order. This will open a new row into which you will enter data.

Edit - Check the selection box in the first column next to the purchase order you want to change andselect this option. This will allow you to make any changes to the existing purchase order.

Delete - To remove a purchase order, check the selection box in the first column next to the purchaseorder you want to delete and select this option. You will be prompted to confirm the deletion.

After selecting Add, you will record a new purchase order.

Purchase Order



Group - If you able to access more than one group, choose the group you want to access from thedrop-down. This will filter the job and other selections available in the following fields and tabs.

PO# - If this option is allowed, enter a unique purchase order number here. This is an optional field andif no entry is made, the purchase order number will be created when it is imported into ComputerEase.

Date Entered - This is the date the purchase order was created. This date defaults to the current date,but may be changed by the user.

Date Required - This is the date by which the items on the purchase order are required to be received.

Date Sent - This field will be filled in by FieldEase when the purchase order is transmitted to the office.This field may not be edited by the user.

Buyer - Enter the buyer's name here; this is an optional field.

Vendor - Click on the down arrow to choose a vendor from the list.

Job/Phase/Category - If this purchase order is for items that are to be used on a job, click on the downarrow to select the Job and (if applicable) the phase and category for which the items are to be used.

Work Order - If this purchase order is for items to be used on a service management work order, enterthe work order number here or click on the down arrow to select from work orders currently stored inFieldEase iSeries.

Equip - If this purchase order is for items to be used on a piece of equipment, click on the down arrowto select the piece of equipment for which the items are to be used.

Equip Code - If this purchase order is for items to be used on a piece of equipment, you must select anequipment code against which to expense the order. Click on the down arrow to select the code fromthe list.

Equip Order - If this purchase order is for items to be used on an equipment service order, enter theorder number here.

Location - Choose the default inventory location where the items are to be received, if applicable.

Ship Via - If applicable, enter the desired method of shipment/delivery.

Ship To - Click on the down arrow to select a ship-to location.

Address - The address from the Ship To selection made above will display here. Note that is "Other" isselected, you may enter an address here.

User Fields

If you have created any purchase order user-defined fields in ComputerEase, they will appear here. Theseare meant to be completed and populated here in the field. You may want to discuss the use of user-defined fields with your trainer or support department.

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Item

All items to be purchase are entered here.

There are several buttons at the bottom of the item tab.


Edit - Check the selection box in the first column next to the item you want to change and select thisoption. This will allow you to make any changes to the existing item entry.

Delete - To remove an item, check the selection box in the first column next to the item you want todelete and select this option. You will be prompted to confirm the deletion.

After selecting Add, you will record a new item for purchase.

Quantity - Enter the quantity to be ordered here.

Item - Choose the item from the drop-down to select and item from the list or leave this fieldempty if the item is not part of your inventory database.

Description - This field will default to the description of the item chosen in the Item field; if noitem is chosen, you may manually enter a description of the materials to be purchased here.

Price - This is the unit price of the item to be purchased.



Amount - This is the extended price of the items to be purchased.

Lot - If this entry is a lot purchase, check this box. If you are entering a lot, the quantity shouldalways be 1 and the price should be total price to be paid for the entire lot.

Once you have completed a row, press Add to add another item or Save to complete recordingitems. The new row will always appear at the top of the list. You can press Cancel at any time tocancel the current entry without saving.

Notes

To enter any optional notes for this purchase order, select the Notes tab and enter any notes into theempty field.

Attachments

Click here to access and edit attachments to this purchase order.

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Upload - Select this to attach a new file to this purchase order. To browse to the file you want to attach,click on Select and use Explorer to browse to the file. You can overwrite an existing file if you havemade changes to it by checking the box next to Overwrite if file exists?. Then press the Uploadbutton to upload the file.

Once you have uploaded an attachment, you can open it using the Open Folder icon or delete it fromthe purchase order by using the red X. Click on the Refresh icon to refresh your attachments.

Signatures

Click here to capture a signature confirming the purchase order.

Signature - Click Sign to capture the signature of the person confirming the purchase order.

Select Save to save your entry or Cancel to exit the screen without saving your purchase order.



6.1.3 Submittting Purchase Orders

Periodically, you will need to submit your purchase orders to the office so that they can be imported intoComputerEase. You can do this daily, weekly, or at an interval of your choosing.

To submit purchase orders, select Inventory Control, then Purchasing, then Purchase Orders, then Submit.

Using the Purchase Orders Awaiting Submission section, you will be able to submit one or more purchaseorders.

There are two buttons at the bottom of the section.View - Check the selection box in the first column next to the purchase order you want to view and selectthis option. This will allow you to review the existing purchase order. When you are finishing reviewing thepurchase order, select Close.

Submit - Check the selection box in the first column next to the purchase order you want to submit andselect this option. If you check the box in the header row, all entries will be selected. This will send an emailnotification to the email address selected for purchase order submissions and the purchase order willbecome available to import into ComputerEase.

Once a purchase order has been submitted it will move down to the Submitted Purchase Orders section. Aslong as the purchase order appears here, it has not yet been imported into ComputerEase and is still awaitingimport. Submitted purchase orders cannot be edited until they are Unsubmitted.

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You can review any submitted purchase orders here, and if you find that you need to pull the purchase orderback before it is imported into ComputerEase, you can unsubmit any purchase order that has not yet beenimported into ComputerEase. There are three buttons at the bottom of the section.

View - Check the selection box in the first column next to the purchase order you want to view and selectthis option. This will allow you to review the existing purchase order. When you are finishing reviewing thepurchase order, select Close.

Unsubmit - If for any reason you do not want a purchase order to be imported into ComputerEase, checkthe selection box in the first column next to the purchase order you want to unsubmit and select this option.This will remove the ability to import this purchase order into ComputerEase until it is resubmitted.

Notify - If you want to send an email notification to alert the office that purchase orders have beensubmitted, check the selection box next to the purchase order you want to send a notification about andselect this option. This will send an email to the email address selected for purchase order notifications.


6.1.4 Importing Purchase Orders in ComputereEase

Once you receive an email notifying you that purchase orders are available for import, you can import them intoComputerEase at any time. Once you import the purchase orders into ComputerEase, the status of the recordsin FieldEase iSeries will change to "Exported."

From the Main Menu, select Inventory Control, then Work on Purchase Orders, then Import PurchaseOrders from Web Service.

Import - Check the box next to any purchase orders you want to import. You will see one entry for eachpurchase order to be imported.

PO - If you assigned a PO number in the field, it will be listed here.

Date - The date for the selected purchase order is listed here.

Amount - The total amount for the purchase order is listed here.

Check the box next to each purchase order you want to import or use the Select All and/or Select Nonebuttons to assist you in making selections. When you are ready, select the Import button at the bottom of thescreen.



You will see a notification telling you how many purchase orders were imported and, if there were any skippedfor any reason (if the purchase order already exists in ComputerEase, it will not be imported), how many wereskipped. Select OK and the Purchase Order Management Center will open.

FieldEase Import Batch - Select a specific purchase order or orders using the batch number assignedwhen the orders were imported into ComputerEase from the field.

Date Entered - Select a date or range of dates to view only purchase orders entered on that date or inthat date range.

Vendor - Select a specific vendor to see only purchase orders entered for that vendor.

Purchase Order - Select a specific purchase order number here to choose to work with a specificorder.


Next to each line (representing a single purchase order), you will see five buttons:

- Select to view handwritten notes for this purchase order from FieldEase.

- Select to view the signature captured in FieldEase.

- Select to view attachments for the purchase order.

- Select to edit the purchase order.

- Select to print the purchase order.

6.1.5 Managing Purchase Orders

Once purchase orders that have been submitted to the office have been imported into ComputerEase, theirstatus in FieldEase iSeries changes to "Exported." Once a purchase order has been exported, you can"Unexport" it if it needs to be imported again for any reason. You can also permanently delete any "Exported"purchase orders from FieldEase iSeries; this only purges the data from the web server and does not affect thedata in ComputerEase.

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To review purchase orders, select Inventory Control, then Purchasing, then Purchase Orders, thenExported.

Using the Exported Purchase Orders section, you will see all purchase orders that have been imported toComputerEase.

There are three buttons at the bottom of the page.

View - Check the selection box in the first column next to the purchase order you want to view and selectthis option. This will allow you to review the existing purchase order. When you are finishing reviewing thepurchase order, select Close.

Unexport - Check the selection box in the first column next to the purchase order you want to unexport andselect this option. This will change the status of the purchase order back to Unsubmitted, allowing you tomake changes and/or resubmit for any reason.

Delete - Check the selection box in the first column next to the purchase order you want to delete andselect this option. This will delete the record only from FieldEase and will not affect your data inComputerEase in any way.




6.1.6 Purchase Order Report

You can generate purchase order reports right from your browser before you ever send them backto the office.

To use purchase order reports, select Inventory Control, then Purchasing, then Purchase Orders, thenReport.






You can press the arrow next to each purchase order to expand and see child entries. If you want to generate apdf copy of the purchase order for emailing or printing, simply click on the Generate PDF button at the top of thereport. A separate page for each purchase order listed will be generated.

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6.2 Using Pull Lists

6.2.1 Entering Pull Lists

Once you have imported your vendors, jobs and inventory items from ComputerEase, you will be ready to creatematerial pull lists in the field via FieldEase iSeries.

To enter or edit pull lists, select Inventory Control, then Purchasing, then Pull Lists, then Enter.

Using the Enter Pull Lists page, you will be able to create a pull list.

There are three buttons at the bottom of the page.Add - Select this to add a new pull list. This will open a new row into which you will enter data.

Edit - Check the selection box in the first column next to the pull list you want to change and select thisoption. This will allow you to make any changes to the existing pull list.

Delete - To remove a pull list, check the selection box in the first column next to the pull list you want todelete and select this option. You will be prompted to confirm the deletion.

After selecting Add, you will record a new pull list.



Pull List

Group - If you able to access more than one group, choose the group you want to access from thedrop-down. This will filter the job and other selections available in the following fields and tabs.

Job - Choose the job for which you are creating the material pull list.

Date Entered - This is the date the pull list was created. This date defaults to the current date, but maybe changed by the user.

Date Sent - This field will be filled in by FieldEase when the pull list is transmitted to the office. This fieldmay not be edited by the user.

List - Enter the list number/code you want to create. A job may have multiple pull lists, but the numberfor each must be unique within each job.

Date Required - This is the date by which the items on the pull list are required to be received.

Description - Enter a brief description of the list.

User Fields

If you have created any purchase order user-defined fields in ComputerEase, they will appear here. Theseare meant to be completed and populated here in the field. You may want to discuss the use of user-defined fields with your trainer or support department.

Item

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There are several buttons at the bottom of the item tab.


Edit - Check the selection box in the first column next to the item you want to change and select thisoption. This will allow you to make any changes to the existing item entry.

Delete - To remove an item, check the selection box in the first column next to the item you want todelete and select this option. You will be prompted to confirm the deletion.

After selecting Add, you will record a new item for your pull list.

Quantity - Enter the quantity to be used here.

Item - Choose the item from the drop-down to select and item from the list or leave this field emptyif the item is not part of your inventory database.

Description - This field will default to the description of the item chosen in the Item field; if no itemis chosen, you may manually enter a description of the materials to be used here.

Phase - Enter the phase, if applicable, where the cost of this item will be posted.

Category - Enter the category, if applicable, where the cost of this item will be posted.

Vendor - If the item will be purchased and you know the vendor you want to use, choose the vendorusing the drop-down list.

Price - This is the unit price of the item to be used.

Amount - This is the extended price of the items to be used.

Taxable - Check this box if the item is taxable.



Once you have completed a row, press Add to add another item or Save to complete recordingitems. The new row will always appear at the top of the list. You can press Cancel at any time tocancel the current entry without saving.

Notes

To enter any optional notes for this pull list, select the Notes tab.

Enter any notes into the empty field.

Attachments

Click here to access and edit attachments to this pull list.

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Upload - Select this to attach a new file to this pull list. To browse to the file you want to attach, click onSelect and use Explorer to browse to the file. You can overwrite an existing file if you have madechanges to it by checking the box next to Overwrite if file exists?. Then press the Upload button toupload the file.

Once you have uploaded an attachment, you can open it using the Open Folder icon or delete it fromthe pull list by using the red X. Click on the Refresh icon to refresh your attachments.

Signatures

Click here to capture a signature confirming the pull list.

Select Save to save your entry or Cancel to exit the screen without saving your pull list.

6.2.2 Submitting Pull Lists

Periodically, you will need to submit your pull lists to the office so that they can be imported into ComputerEase.You can do this daily, weekly, or at an interval of your choosing.

To submit pull lists, select Inventory Control, then Purchasing, then Pull Lists, then Submit.



Using the Pull Lists Awaiting Submission section, you will be able to submit one or more purchase orders.

There are two buttons at the bottom of the section.View - Check the selection box in the first column next to the pull list you want to view and select thisoption. This will allow you to review the existing pull list. When you are finishing reviewing the pull list,select Close.

Submit - Check the selection box in the first column next to the pull list you want to submit and select thisoption. If you check the box in the header row, all entries will be selected. This will send an emailnotification to the email address selected for pull list submissions and the pull list will become available toimport into ComputerEase.

Once a pull list has been submitted it will move down to the Submitted Pull Lists section. As long as the pulllist appears here, it has not yet been imported into ComputerEase and is still awaiting import. Submitted pull listscannot be edited until they are Unsubmitted.

You can review any submitted pull lists here, and if you find that you need to pull the pull list back before it isimported into ComputerEase, you can unsubmit any pull list that has not yet been imported into ComputerEase.There are three buttons at the bottom of the section.

View - Check the selection box in the first column next to the pull list you want to view and select thisoption. This will allow you to review the existing pull list. When you are finishing reviewing the pull list,select Close.

Unsubmit - If for any reason you do not want a pull list to be imported into ComputerEase, check theselection box in the first column next to the pull list you want to unsubmit and select this option. This willremove the ability to import this pull list into ComputerEase until it is resubmitted.

Notify - If you want to send an email notification to alert the office that pull lists have been submitted, checkthe selection box next to the pull list you want to send a notification about and select this option. This willsend an email to the email address selected for pull list notifications.


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6.2.3 Importing Pull Lists in ComputerEase

Once you receive an email notifying you that pull lists are available for import, you can import them intoComputerEase at any time. Once you import the pull lists into ComputerEase, the status of the records inFieldEase iSeries will change to "Exported."

From the Main Menu, select Inventory Control, then Work on Purchase Orders, then Import Pull Lists fromWeb Service.

Import - Check the box next to any pull lists you want to import. You will see one entry for each pull list tobe imported.

PO - If you assigned a PO number in the field, it will be listed here.

Date - The date for the selected purchase order is listed here.

Amount - The total amount for the purchase order is listed here.

Check the box next to each pull list you want to import or use the Select All and/or Select None buttons toassist you in making selections. When you are ready, select the Import button at the bottom of the screen.

You will see a notification telling you how many pull lists were imported and, if there were any skipped for anyreason (if the pull list already exists in ComputerEase, it will not be imported), how many were skipped. Select OK and the Pull List Management Center will open.



FieldEase Import Batch - Select a specific pull list or lists using the batch number assigned when thelists were imported into ComputerEase from the field.

Date Entered - Select a date or range of dates to view only pull lists entered on that date or in that daterange.

Job - Select a specific job to see only pull lists entered for that job.

List - Select a specific pull list number here.


Next to each line, you will see four buttons:

- Select to view handwritten notes for this pull list from FieldEase.


- Select to edit the pull list.

- Select to print the pull list.

6.2.4 Managing Pull Lists

Once pull lists that have been submitted to the office have been imported into ComputerEase, their status inFieldEase iSeries changes to "Exported." Once a pull list has been exported, you can "Unexport" it if it needs tobe imported again for any reason. You can also permanently delete any "Exported" pull lists from FieldEaseiSeries; this only purges the data from the web server and does not affect the data in ComputerEase.

To review pull lists, select Inventory Control, then Purchasing, then Pull Lists, then Exported.

Using the Exported Pull Lists section, you will see all pull lists that have been imported to ComputerEase.

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There are three buttons at the bottom of the page.

View - Check the selection box in the first column next to the pull list you want to view and select thisoption. This will allow you to review the existing pull list. When you are finishing reviewing the pull list,select Close.

Unexport - Check the selection box in the first column next to the pull list you want to unexport and selectthis option. This will change the status of the pull list back to Unsubmitted, allowing you to make changesand/or resubmit for any reason.

Delete - Check the selection box in the first column next to the pull list you want to delete and select thisoption. This will delete the record only from FieldEase and will not affect your data in ComputerEase in anyway.


Part

VII

Work Orders



7 Work Orders

7.1 Work Order Settings

Your work order settings allow you to configure the appearance of your work order screens in FieldEase iSeries.To configure time sheet settings, select Work Order, then Settings.


General Tab

Column - Move the fields from the work order that you want to be able to view on the main "Edit "WorkOrders" screen to the Show column from the Hide column. This allows you to view the informationnecessary for you to identify relevant information about the work orders at a glance.

Show User Field - Check this box to show the work order user-defined fields tab when viewing workorders. If your company does not make use of work order user-defined fields, you should choose not todisplay this tab.

Show Ticket User Field - Check this box to show the work ticket user-defined fields tab when viewingwork orders. If your company does not make use of work ticket user-defined fields, you should choose notto display this tab.

Show Service - Check this box to show the non-equipment service codes tab when viewing work orders. Ifyour company does not make use of non-equipment service codes, you should choose not to display thistab.

Show Equip Service - Check this box to show the equipment-specific service codes tab when viewingwork orders. If your company does not make use of equipment-specific service codes, you should choosenot to display this tab.

Show Purchase Order - Check this box to show the purchase order tab when viewing work orders. If yourcompany does link purchase orders to your work orders, you should choose not to display this tab.

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Material Tab

Fields listed in the Hide column will not show up as columns on the material tab, but they will be availablewhen adding material. Fields listed in the Show column will show up as columns for quick viewing on thematerial tab. Note that adding fields to the Hide column only makes them hidden from the quick view whenreviewing all material on the material tab and does not remove it from the detailed individual material entryscreen. You can move fields from one column to the other by dragging and dropping, double-clicking on afield, or by selecting a field and clicking on the single arrow (> or <) button pointing to the opposing column.Clicking on the double-arrow (>> or <<) button will move all fields to the opposing column. You can alsochange the order in which your fields appear in the entry screen by dragging and dropping fields up anddown in the list or by selecting a field and clicking on the upward or downward pointing arrows.

Labor Tab

Fields listed in the Hide column will not show up as columns on the labor tab, but they will be availablewhen adding labor. Fields listed in the Show column will show up as columns for quick viewing on the labortab. Note that adding fields to the Hide column only makes them hidden from the quick view whenreviewing all labor on the labor tab and does not remove it from the detailed individual labor entry screen.You can move fields from one column to the other by dragging and dropping, double-clicking on a field, orby selecting a field and clicking on the single arrow (> or <) button pointing to the opposing column. Clickingon the double-arrow (>> or <<) button will move all fields to the opposing column. You can also change theorder in which your fields appear in the entry screen by dragging and dropping fields up and down in the listor by selecting a field and clicking on the upward or downward pointing arrows.



Once you have configured your general, material and labor work order settings, you will be ready to startworking with work orders. When you press Save after editing either the General, Material or Labor settings, allsettings are saved.

7.2 Editing Work Orders

Once you have sent your work orders to your service techs from ComputerEase, you will be ready to work withservice work orders in the field using the FieldEase iSeries.

To work with work orders, select Work Order, then Edit.

Any work orders that have been sent to your user ID by the office will appear in the grid below.The columns you see in this grid can be configured under Work Order Settings.

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Edit - Check the selection box in the first column next to the work order you want to edit and select thisoption. This will open the work order for you to enter work against it.

Delete - Check the selection box in the first column next to any work order(s) you want to delete fromFieldEase and select this option. This will delete the record only from FieldEase and will not affect your datain ComputerEase in any way.

Work Order Tab

Group - The group controls the data you can add to the order. If you belong to multiple groups, you maywant to discuss this with your trainer or support department. A work order is assigned to the firstsequential group listed under a user's settings.

Tech - This is the service tech ID the work order has been assigned to in ComputerEase.

Ticket - This is the work ticket number from ComputerEase.

Order# - The order number generated in ComputerEase.

Customer - This is the customer to be billed for this work order.

Order By - This is the Ordered By field from ComputerEase.

Site - This is the work order site.

City - This is the site city for this work order.

Address - This is the site address for this work order.

Site Phone - This is the phone number for the site for this work order.

Date Received - This is the date the work order was received.

Date Scheduled - This is the scheduled date and, if applicable, time for the work order from FieldEase.

Est. Hours - This is the time estimated for this work order, if entered in ComputerEase.

Request - This is the work order description from ComputerEase.

Date Entered - This is the date the work order was entered into ComputerEase.



PO# - This is the customer's PO number.

Email - This is the site email address.

Job - This is the ComputerEase job that this work order was assigned to.

Phase - This is the ComputerEase phase that this work order was assigned to.

Cat - This is the ComputerEase category that this work order was assigned to.

Phone - This is the customer phone number for this work order from ComputerEase.

Date Wanted - This is the date/time wanted field from ComputerEase.

Date Promised - This is the date/time promised from ComputerEase.

Actual Hours - Actual time to complete work.

Site Notes - Any site notes entered into ComputerEase will display here.

Note: The "User Fields" tab, "Ticket User Fields" tab, "Service" tab, "Equip Service" tab, and "Purchase Order"tab are optional tabs and can be removed under Work Order Settings if they are not applicable for you.

User Fields Tab

If you have created any work order user-defined fields in ComputerEase, they will appear here. These are view-only and cannot be edited, as they are edited only in ComputerEase. You may want to discuss the use of user-defined fields with your trainer or support department.

Ticket User Fields Tab

If you have created any work ticket user-defined fields in ComputerEase, they will appear here. Unlike workorder user-defined fields, these are meant to be completed and populated here. You may want to discuss theuse of user-defined fields with your trainer or support department.

Service Tab

If you use service codes, any non-equipment service codes will appear here. They will be grouped by servicegroup and are meant to be completed in the field. You may want to discuss the use of service codes with yourtrainer or support department.

Equip Service Tab

If you use service codes, any equipment-specific service codes will appear here. They will be grouped byservice group and are meant to be completed per piece of equipment for this site in the field. You may want todiscuss the use of service codes with your trainer or support department.

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Material Tab

All non-labor items to be billed can be added to your work order here.

Add - Select this to add a material item. This will open a window into which you will enter data.

Edit - Check the selection box in the first column next to the material item you want to change andselect this option. This will allow you to make any changes to the existing item entry.

Delete - To remove a material item from the work order, check the selection box in the first columnnext to the item you want to delete and select this option. You will be prompted to confirm thedeletion.

After selecting Add, you will add material items to the work order one at a time.



Item Tab

Service - If this charge is associated with site equipment, choose it here.

Item - Enter or choose an item from your inventory, if applicable. If you are not adding an inventoryitem to your invoice, simply skip this field.

Description - Enter a description of the charge. If you chose an item from your inventory, thatitem's description will show up here. You may add to or change that description.

Quantity - Enter a quantity; the quantity must not be zero.

Price - Enter the unit price of the charge. If you chose an item from your inventory, the priceassociated with the bill type and/or price code will be used.

Amount - The extended price will automatically populate here; this field cannot be edited.

Serial # - Enter the serial number of the item used, if applicable.

Date - Enter the date this work was performed or the date the item was used.

Notes - Enter any notes about the item, if applicable.

Job - If this billing is to be posted to a cost code, enter the job here.

Phase - If this billing is to be posted to a cost code, enter the phase, if applicable, here.

Cat - If this billing is to be posted to a cost code, enter the category, if applicable, here.

Taxable - Check this box if the item is taxable and you have selected a sales tax code for thisorder.

Assembly Item Tab

If you add an assembly item to your work order, the items that make up that assembly will populatethe Assembly Item tab. Here you can make changes to the parts that make up and assembly item.

Edit - Check the selection box in the first column next to the part you want to change and selectthis option. This will allow you to make any changes to the existing item.

Delete - To remove a part from the assembly, check the selection box in the first column next tothe part you want to delete and select this option. You will be prompted to confirm the deletion.

Once you have completed a material item entry, press Save to complete the entry.

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Labor TabAll labor items to be billed can be added to your work order here.

Add - Select this to add a labor item. This will open a window into which you will enter data.

Edit - Check the selection box in the first column next to the labor item you want to change andselect this option. This will allow you to make any changes to the existing item entry.

Delete - To remove a labor item from the work order, check the selection box in the first columnnext to the item you want to delete and select this option. You will be prompted to confirm thedeletion.



After selecting Add, you will add labor items to the work order one at a time.

Service - If this charge is associated with site equipment, choose it here.

Code - Enter or choose a labor item from your inventory, if applicable. If you are not adding aninventory item to your invoice, simply skip this field.

Description - Enter a description of the charge. If you chose an item from your inventory, thatitem's description will show up here. You may add to or change that description.

Hours - Enter the hours to charge to the customer; the quantity must not be zero.

Pay Hours - If you have chosen to interface your service to payroll and the service person has aPayroll Employee assigned to him or her, enter the payroll hours to post to payroll for this entry.

Price - Enter the unit price of the charge. If you chose an item from your inventory, the priceassociated with the bill type and/or price code will be used.

Amount - The extended price will automatically populate here; this field cannot be edited.

Date - Enter the date this work was performed.

Notes - Enter any notes about the work, if applicable.

Job - If this billing is to be posted to a cost code, enter the job here.

Phase - If this billing is to be posted to a cost code, enter the phase, if applicable, here.

Cat - If this billing is to be posted to a cost code, enter the category, if applicable, here.

Taxable - Check this box if the item is taxable and you have selected a sales tax code for thisorder.

Once you have completed a labor item entry, press Save to complete the entry.

Purchase Orders Tab

If you have to issue a purchase order to purchase items to complete a work order, you can link the purchaseorder to your work order here.

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Add - Select this to add a new purchase order. This will open a window into which you will enterdata.

Edit - Check the selection box in the first column next to the purchase order you want to changeand select this option. This will allow you to make any changes to the existing purchase order entry.

Delete - To remove a purchase order from the work order, check the selection box in the firstcolumn next to the purchase order you want to delete and select this option. You will be prompted toconfirm the deletion.

After selecting Add, you will add purchase orders to the work order one at a time. This indicates thatyou used items from this purchase order on this work order.

Used All - Check this box if you used all items from this purchase order on this work order.

PO# - Enter the purchase order number here.

Vendor - Choose the vendor used for the purchase here.



Notes Tab

Enter a description of the work performed to resolve the work order. This will become the resolution inComputerEase.

Attachments Tab

You can upload any attachments you want to send back to the office with the work order here. Additionally, anyattachments sent with the work order from the office, such as site attachments or reports, will appear here.

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Upload - Select this to attach a new file to this work order. To browse to the file you want to attach, clickon Select and use file Explorer to browse to the file. You can overwrite an existing file if you have madechanges to it by checking the box next to Overwrite if file exists?. Then press the Upload button toupload the file.

Once you have uploaded an attachment, you can open it using the Open Folder icon or delete it from the workorder by using the red X. Click on the Refresh icon to refresh your attachments.

Final Tab

The final tab is where you will review the final total for your work order and secure your customer's signature, aswell as note any payments received.

Pay Type - If a payment was received, choose the payment type; choices are Credit, Check, or Cash.

Check# - If the customer paid with a check, enter the check number here.

Date Completed - Enter the date and time (optional) the order was completed.

Date Transmitted - If payment was received, enter the amount paid here. This will apply as a paymentin ComputerEase.

Keep Open - Check this box to keep the order open when imported back into ComputerEase.

Tax - Total estimated tax for the order, if applicable.

Other - The total of all material and labor on the order.



Total - The total amount of the order, including tax.

Amount Paid - Enter the Amount paid by the customer, if any.

Tech Signature - Click "Sign" to capture the tech's signature verifying the work has been completed.

Customer Signature - Click "Sign" to capture the customer's signature verifying the work has beencompleted.

Select Save once you have completed the order or Cancel to exit the screen without saving.

7.3 Submitting Work Orders

You can submit work orders back to ComputerEase individually as they are completed or in groups.

To submit work orders back to ComputerEase, select Work Order, then Submit.

Using the Work Orders Awaiting Submission section, you will be able to submit one or more work orders.

Submit - Check the selection box in the first column next to the work order you want to submit and selectthis option. This work order will become available to import into ComputerEase.

View - Check the selection box in the first column next to the work order you want to review and select thisoption. This will allow you to view details of the order prior to submission. Select Close when you arefinished viewing.

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Once an order has been submitted it will move down to the Work Orders Submitted section at the bottom ofthe page. As long as the order appears here, it has not yet been imported into ComputerEase and is stillawaiting import. Submitted orders cannot be edited until they are Unsubmitted.

You can review any submitted orders here, and if you find that you need to pull the order back before it isimported into ComputerEase, you can unsubmit any order that has not yet been imported into ComputerEase.There are three buttons at the bottom of the section.


Unsubmit - If for any reason you do not want an order to be imported into ComputerEase, check theselection box in the first column next to the work order you want to unsubmit and select this option. This willremove the ability to import this order into ComputerEase until it is resubmitted.

Notify - If you want to send an email notification to alert the office that an order or orders have beensubmitted, check the selection box next to the work order(s) you want to send a notification about andselect this option. This will send an email to the email address selected for work order notifications.

When reviewing your work orders, keep in mind that you can sort your orders by clicking on the columnheadings. Click once to sort in ascending order, again to sort in descending order or a third time to remove thesort.

7.4 Importing Work Orders in ComputerEase

When you receive an email from the field that work orders have been submitted, you will be able to import thoseorders into ComputerEase. If your techs in the field are not using the notification system, you may want toperiodically check for submitted work orders.

In ComputerEase, from the Main Menu, select Service Management, then Import Work Orders from WebService.



Import - Check the box next to any orders you want to import. You will see one row for each service techand completed date.

Date - The completed date of the order(s).

User - The service tech who completed the order.

# of Orders - The number of orders submitted for that tech and date.

Check the box next to each entry you want to import or use the Select All and/or Select None buttons to assistyou in making selections. When you are ready, select the Import button at the bottom of the screen. If you havepreviously imported these work tickets, you will see a notification asking if you want to import again or skipimporting.

Once you import your work tickets, you will see a notification telling you how many work tickets were imported.

When you import work orders from the field, the Work Order Management Center will automatically display.Otherwise, from the Main Menu, select Service Management and then Work Order Management Center. Theprompts at the top of the window can be used to filter the purchase orders displayed below.

Open/New - Select to view open and new work orders.

Sent - Select to view work orders that have been previously sent to a FieldEase user.

Received - Select to view work orders that have been received back from FieldEase.

Ready to Invoice - Select to view work orders that are ready for invoicing (all work completed).

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Invoiced - Select to view work orders that have already been invoiced.

FieldEase Return Batch - Select a specific work order or orders using the batch number assignedwhen the orders were imported into ComputerEase from the field.

Date Entered - Select a date or range of dates to view only work orders entered on that date or in thatdate range.

Date Completed - Select a date or range of dates to view only work orders completed on that date or inthat date range.

Customer - Choose a customer to view work orders for one customer.

Site - Choose a site to view work orders for one site.

Service Person - Choose a service person to view work orders for that tech.

Work Order - Choose a specific work order to view only that order.

Ticket - Enter a work ticket number to view only that work ticket.

Invoice - Enter an invoice number to view only work orders associated with that invoice.

Proof Report - Click here to view the Work Order Proof List prior to invoicing.

Invoicing - Click here to invoice orders that appeared ready for invoicing on the Work Order Proof List.

Click on Search to search for work orders using the options selected above or Cancel to exit the screen.

Next to each line you will see seven buttons:

- Select to view the work order pdf from FieldEase.

- Select to view handwritten notes from FieldEase.


- Select to view any work order attachments.

- Select to access "Enter Work from a Work Ticket" for this ticket.

- Select to edit the purchase order or orders attached to this order. If all items on the PO were used, thebutton will be green; if not it will be red.

- Select to print the invoice if the work order has been billed.



7.5 Managing Work Orders

Once work orders that have been submitted to the office have been imported into ComputerEase, their status inFieldEase iSeries changes to "Exported." Once an order has been exported, you can "Unexport" it if it needs tobe imported again for any reason. You can also permanently delete any "Exported" entries from FieldEaseiSeries; this only purges the data from the web server and does not affect the data in ComputerEase.

To review exported work orders, select Work Order, then Exported.

Using the Exported Work Orders section, you will see all work orders that have been imported toComputerEase.

You can review any exported orders here, and if you find that you need to pull the order back after it is importedinto ComputerEase, you can unexport any order. There are three buttons at the bottom of the page.


Unexport - Check the selection box in the first column next to the work order you want to unexport andselect this option. This will change the status of the order back to Unsubmitted, allowing you to makechanges and/or resubmit for any reason.

Delete - Check the selection box in the first column next to any work order(s) you want to delete fromFieldEase and select this option. This will delete the record only from FieldEase and will not affect your datain ComputerEase in any way.

When reviewing your work orders, keep in mind that you can sort your orders by clicking on the columnheadings. Click once to sort in ascending order, again to sort in descending order or a third time to remove thesort. You can also drag and drop your columns to change the order in which they appear.

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7.6 Work Order Reports

You can generate work order reports for your customer or internal reports to send back to theoffice right from your browser.

To generate work order reports, select Work Order, then Report.

The top portion of the window is used to filter the orders for which you want to create reports.

Start Date... End Date - Choose the start and end dates for the work orders you want to report. This usesthe date the work order is scheduled.


Once you have made your selections using the filters above, click on Search to apply the filters. Any workorders that fit the criteria you have selected will populate in the grid below.

Generate Customer PDF - To generate a work order report for a customer, check the selection box in thefirst column next to a work order and select this option. If you select more than one order, keep in mind thatthe PDF generated will include every PDF you select; however, each will be on a separate page. If you areemailing customers copies of their work order reports, however, you will want to select each oneindividually.

Generate Client PDF - To generate a work order report for the office, check the selection box in the firstcolumn next to a work order and select this option.

Date post:	15-Mar-2021
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