Employee/Contractor/Entity/Task Panel Fields

The Employee/Contractor/Entity/Task panel lets you search for an employee or contractor and associate them to an entity or task.

  • Search By: Select a way to search for the employee or contractor.
  • Employee: Select if you are searching for an employee.
  • Contractor: Select if you are searching for a contractor.
  • Select Group: Select the group the employee is in. This field is only displayed when Group is selected from the Search By drop-down list.
  • Keyword: Enter a keyword to search by (group keyword for employees or contractor keyword for contractors). This field is only displayed when Name or Predefined is selected from the Search By drop-down list.
  • Select Crew: Select the crew to add labor from. This field is only displayed when Crew is selected from the Search By drop-down list.
  • Select My Crew: Select the crew to add labor from. This field is only displayed when My Crew is selected from the Search By drop-down list.
  • FindClick to find the employee by the keyword.
  • Assets: Select to view assets that can be associated to the labor.
  • Tasks: Select to view the tasks that can be associated to the labor.
  • Highlight Selected AssetsClick to highlight the selected assets on the map.

 

Last updated 1/6/2020.

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