- Title
- Site Engineer App
- Tags
This guide is for Site Engineers using the DevSharp ERP
system. It will walk you through the primary functions of managing your
assigned projects, conducting inspections, and recording your findings directly
from the mobile or web application.
1. Accessing Your Projects
Your dashboard is the starting point for all activities.
- Step
1: Upon logging in, you will land on the Projects screen,
which lists all projects assigned to you.
- Step
2: You can also view projects categorized by Project
Clients (e.g., Commercial, Residential) for easier filtering.
- Step
3: Select the project you need to work on.
2. Understanding Project Phases
Each project in DevSharp ERP is structured into phases for
organized management.
- After
selecting a project, navigate to the Phases section.
- Common
project phases include Planning, Deployment, and Maintenance,
each with a "View Tasks" option.
- Click "View
Tasks" to see the specific tasks and inspections required
for that phase of the project.
3. Conducting an Inspection
The inspection module is a core tool for ensuring quality
and compliance on site. An inspection consists of three main parts: a Check
List, Images, and a Signature.
Part A: The Check List
- Step
1: From a project task, start a new inspection. You will see
the Check List tab by default.
- Step
2: The check list contains items that need to be verified (e.g.,
"Check material," "Check Flooring," "Clean
site").
- Step
3: Review each item on site and tap the corresponding checkbox
(□) to mark it as complete.
Part B: Capturing Images
- Step
1: Navigate to the Images tab within the
inspection.
- Step
2: Tap the "ADD IMAGE" button to take
a new photo using your device's camera or select an existing image from
your gallery.
- Step
3: Use images to document work progress, highlight issues, or
provide proof of compliance.
- Step
4: There is a "Comments..." field
where you can add notes related to the images or the inspection in
general.
Part C: Providing Signature
- Step
1: Navigate to the Signature tab.
- Step
2: As the Contractor Engineer, use your finger or a
stylus to draw your signature in the designated area.
- Step
3:
- Tap "CLEAR" to
erase and start over if needed.
- Important: You must tap "SAVE
SIGNATURE" to store the signature with this inspection. A
note on the screen reminds you: "please click on save
signature in order to save signature before proceeding."
4. Finalizing and Submitting the Inspection
- Once
the Check List is filled, Images are added, and the Signature is saved,
you can proceed.
- Tap
the "NEXT" button to move through the
inspection steps.
- After
completing all three sections, a final "SAVE AND SEND" button
will be available. Tapping this submits the completed inspection report to
the system, notifying relevant managers and updating the project's status.
Summary of Key Actions
- Select
a Project from your list.
- Navigate
to the correct Phase and View Tasks.
- Start
an Inspection and complete the three tabs:
- Check
List: Mark all applicable items.
- Images: Add
photographic evidence and comments.
- Signature: Draw,
save, and submit your signature.
- Save
and Send the final report.
By following this workflow, you ensure that all site
activities are properly documented, approved, and tracked within the DevSharp
ERP system.
See also: