The possibility to add any text and clickable link to all document types has arrived!
The actual adding of the text needs to be done via Admin permissions, ideally put together a Google Doc. with all helptexts and links and the product support team will update the documents.
Once the helptext is added it can be seen via Squid Mobile!
Check out this video:
In order to have a clear overview of TODOs and stay on top of activities, this symbol is designed to help signal which projects have open TODO TODOs that are not completed. This also can be seen under Accountings, Payrolls, Invoices, Receipts, Quoates, Delivery Notes etc.
The symbol will disappear once the TODO TODO is completed.
Receipts can be created via SquidWeb Mobile App and automatically sent to SquidWeb!
The company role for viewing and editing Receipts needs to be given in order to use the feature.
In addition to creating the receipt documents can be attached or scanned to the receipt and past receipts can be edited. The receipt statusses are signaled through the chevron colour as seen on the Receipts list.
The wokflow of automating crew booking touches on several features such as: Find the best person container, Bulk options ( Add spare, Suggest crew, Change crew) and Robots ( Add spare robot, delete and assign spare robot).
Keep in mind the company role “Find Best Crew” should be assigned also!
The Find the best person container calculates the eligibility of all crew members for a selected shift (or shifts) and lists them in order of priority for you to add to the project.
SquidWeb takes into consideration the crew members contracted hours, current amount worked hours (monthly) and their travel time to the job location to provide you with a list of names to add to your project.
Please notes methods are defined in Company settings.
Drag and drop crew members via shift tile view!
A user can perform a quick bulk action by adding a spare with a specific function and insert a new position in an existing project. This process can be automated by adding a robot and making sure the robot action type is “PROJECT ADD SPARE”.
A user can perform a bulk action on suggesting a crew members based on the input data. Unlike the Find the best person feature this option is a fully automated option meaning the Project crew items will be automatically changed based on the suggested crew.
When crew members need to be changed from one project crew to another, the bulk action can enable a quick and easy chanbe by selecting the crew members and applying Bulk Action Change Crew.
There are 3 different robot automations that can be executed such as: adding spare positions to project robot, deleting empty spare positions and assigning crew members using the find the besr person method to assign crew members.
When previewing an Invoice and there is a Project Calculation report template the following actions can be performed:
* Option to choose which document to share / release by ticking the first checkbox
* Option of enclosing delivery notes by ticking the second checkbox
* Option of merging all PDFs into one PDF
Under Contact Details the 2 options for Merging Invoice Documents and Enclose Delivery Notes can be also checked off meaning if done it will automatically be checked in invoice preview by default.
These parameter can be setup for contact using a robot – please contact support if you are interessed.
The mobile page “project vacancies” will show jobs (project crew items) for which crew members can apply.
In order for the crew member to be able to apply they need to have an active contact, active ratecard or active contact contract (this can be done under company settings, see admin section below). Once the crew member wants to apply for a job on click they are redirected to Crew Details Page.
In order for crew members to be able to view the Project Vacancy page on SquidWeb Mobile App they need to be given permissions for Mobile Project Vacancies (read & apply) and Projects (Read). Then they will be able to view the page and apply to all open vacancies in project for which they have company permissions to.
Beforehand the planners need to make sure that the Vacancy Method is set in company settings so that their project with Confirmed or Confirmed and Quote status will be seen by crew members.
Once this is done the crew members are set and ready to apply. Once the request has been sent the project will display the crew member and the status will be changed to Crew Request and will be shown under Project and Planning Calendar. In paralel the planners will be notified with the help of the automated robot so that when the request is made by the crew member they can see the notification in the messenger channel and also via Today page -> TODO.
A new tag has been added to SquidWeb to help track if a crew member is Covid-19 tested or vaccinated, the skill can be added to the crew member’s profile once they have submitted a valid vaccination certificated or negative test document.
The can be requested from SquidWeb and the crew member can upload it from their mobile or desktop device like any other document. We will use the COVID-19 Vaccination Certificate document request as an example to show you how to complete this process:
The document will be marked yellow in the personal documents container until the crew member submits a document. The crew member will receive the request on their mobile app home screen and it will remain there until they upload their Covid-19 certificate.
Once the crew member has submitted a document it must be confirmed by the office before it is valid. The document will me marked blue in the personal documents container until it is confirmed by an office member. To confirm the document:
The skill will then be automatically added to the crew member’s profile container under “Documented skills”. This tag will inform all other planning staff that the crew member has vaccination documentation. If a job requires vaccination documentation, the tag filter can be applied to the crew planner to display only crew members with this skill tag present in their profile.
Some features in SquidWeb require you to grant permission for SquidWeb to access your Google account, but why do we need this access, and exactly what do we do with it?
SquidWeb only uses the access to your Google account to access or change information of items create from a SquidWeb feature – Template documents for example, allow you to generate a Google document of a pre-defined layout directly from SquidWeb, this document is created in Google documents and stored in your Google Drive, therefore SquidWeb requires permission to access these two features.
Allowing all requested permissions to your Google account will give SquidWeb the ability to use all its required features in connection with Google, those permissions are as follows:
For full details on how these permissions are given in SquidWeb, see our short tutorial video here:
