The order to do things in, so the site can start recording on day one and the boards fill themselves in afterwards.
Nothing here has to be finished before the crew can start. A site can record piles on the first morning and have the rest filled in over the following days — but the order below saves the most rework.
Day one — enough to record
- Sign in and change the password. The first administrator's password is issued once; change it under your name in the top right corner.
- Set the project up. Administration → Projects: the site's name, client, consultant, contractor and location. These print on every report.
- Add the sections and bridges. Administration → Projects → Sections, then Structures — KM 54, KM 60 and so on. A pile belongs to a bridge, and a bridge to a section.
- Add the people who will type. Administration → Users: an e-mail address, a role, and which projects they may see.
That is enough. The crew can log piles now.
The first few days — the registers
- Load the pile plan. Administration → Pile register: upload the client's schedule as a spreadsheet. Planned piles, diameters, design depths and cut-off levels come in, and every daily record can then be tied to the planned pile it belongs to. Without this, progress bars have nothing to be a percentage of.
- Add the plant. Administration → Equipment: every rig, crane, excavator, pump and mixer, whose it is, and what state it is in. The utilisation figures count machines, not rig-days.
- Add the crew. Administration → People: paste the paper attendance sheet straight in — one person per line, name, designation, telephone.
- Set the stores up. Stock → Stores and Materials: what you hold and where. The opening stock can be loaded from a spreadsheet.
The first month — the habits
- The foreman marks attendance every morning: the roster is already on the screen.
- The rig crews file a Daily Piling Report per pile.
- One person files the Daily Production Report, the Diesel Record and the Material Movement Report each day. The production report fills its headcount from attendance and its production lines from the day's pile logs.
- Management reads the Overview; nobody compiles anything.
What to check at the end of the first month
- Does the progress curve have a plan to compare against? (Administration → Projects: programme start and finish dates.)
- Are stock balances what the shelf says? (Stock → count a few items; the difference is recorded as a stock take.)
- Is anybody still keeping a parallel spreadsheet? That is the sign something in here is missing — say so, it can be added.