> For the complete documentation index, see [llms.txt](https://atd-dts.gitbook.io/atd-knack-operations/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://atd-dts.gitbook.io/atd-knack-operations/signs-and-markings/contractor-work-order-tracking/contractor-process-and-functionality.md). # Process & Module Functionality ## Current Process * SMD Staff uses GIS to identify which street sections need maintenance * SMD staff submits work order information and issues work orders for contractor to view * Contractor reviews work orders assigned and does work in field * Contractor fills out daily work logs and submits for review when work is done * Inspector field checks projects and identifies any issues or approves work * They put in whether the work was inspected, the inspection status, and inspection notes * Inspector approves work order if passes inspection and signs approval digitally * Project Manager reviews work orders in approved status, total cost is automatically compiled from the daily work logs the contractor filled out * Receives invoice from Contractor * Reviews invoice spreadsheet/PDF for any discrepancies * Goes through the invoice process ## Module Functionality ### New Work Order * SMD Staff creates "New Work Order" - enters location information and work assignment numbers, feature ID (way to relate back to GIS data layer) ### Contractor Work Orders page (Main/Parent table) **SMD Staff** * Work Order records compiled on table view * Ability to quickly "**Issue**" from the table view * modal, select `Assigned To` - contractor system account, will update `Assigned Contractor` field **Contractor** * Only assigned work order records compiled on table view (won't see other contractor records) ### Work Order Details page This page has all the work order information * Top level menu (Edit, Add Photo, Issue, Add Inspection, Approve, Close) * Table to show any photo attachments * Table to show inspections * Table to show Dates Worked * Table to show Materials Used * Details containing digital Signatures ### **Edit button** Allows staff to update any work order information that may be incorrect ### Photo Attachment * Both SMD staff and contractor can upload photos **SMD Staff** * User can click `Add Photo` and then take a photo from their mobile device or upload an existing photo from a gallery **Contractor** * Contractor can click `Add Photo` and then take a photo from their mobile device or upload an existing photo from a gallery ### Issue Work Order button * SMD Staff will have button on their page to `Issue` work order. (similar to SMD Supervisor/Assigner) * The button just changes status from "NEED TO BE ISSUED" to "ISSUED" ### Submit Work Order button **Contractor** * Contractor will have button on their page to `Submit for Review`. (similar to Markings technicians) * Captures the `Submitted Date` (date contractor submits work order to TPW), `Submitted By` * They will be required to electronically sign before the form can be submitted ### Inspections **Inspector** * Can create a new inspection record, update `Inspect, Inspection Status`, add `Inspection Issue/Comment`, triggers field for follow-up **Contractor** * Will see the created records on their page, can edit the inspection record by only commenting and updating the status. * When status is updated the follow-up status will change to `Ready to Inspect` so that the SMD inspector can see there is a follow-up inspection required. ### Approve * SMD Inspector will have button on their page to `Approve`. (*similar to SMD technicians*) * This will mean they have inspected the location/project and no issues are present * They will be required to electronically sign the approval ### Close SMD staff can change status from "Approved" to "Closed" ## Old Workflow Network Location: `G:\ATD\ATD_GIS\02_ENT_APPLICATIONS\app_Signs_and_Markings` PDF Workflow: **SMB\_Tracker\_contractor\_workflow\_20201113** (Is going to be updated by SMD 5/27/21) ## Old Process * SMD Staff uses GIS to identify which street sections need maintenance * Hands off spreadsheet to Project Manager who submits to Contractor so they know what assignments to do * Contractor does work in field * Contractor fills out paper "Daily Work Ticket" * SMD Staff (Inspector) field checks projects and identifies any issues or approves work * Any corrections are emailed/texted, no streamlined paper trail available * Inspector submits to Project Manager when approved * Project Manager reviews tickets, compiles total costs and materials to see how much to pay * Receives invoice from Contractor * Reviews invoice spreadsheet/PDF for any discrepancies * Goes through the invoice process --- # Agent Instructions This documentation is published with GitBook. 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