Workforce Manager Landing Page

Structure

Depending on the organization or account, the landing page may look different. Workforce Manager is divided into modules, meaning not all organizations will have the same modules. However, the general elements are the same, which are:

1. Top Navigation Bar
2. Blue Left-Side Menu 
3. Modules

Top Navigation Bar

1. Menu icon: Used to hide/view the blue navigation menu on the left-hand side.
2. Account Selector: The name of the organization will appear here as well as the ability to switch between accounts.
3. Full Screen icon: Makes the site viewable in full screen.
4. User Settings icon: Clicking on this icon will show the Administrator and Account Settings, depending on the use role. The sign out option is also here.

Left Side Navigation Panel

The blue menu on the left-hand side of the screen displays any other LCPtracker products available through the portal, for example Case Manager. The menu allows for easy navigation between products.

1. LCPtracker products 
2. Navigates to Support Directory
3. Co-browse functionality enabled

Note: Once inside a module, the blue menu changes and will show the active modules. 

Modules

The purpose of the landing page is to show the user what modules are available for their organization. The user logging in will be validated and their name will appear on the landing page. Each tile on the landing page represents a Module. Clicking on any of the tiles will navigate to that specific module.

Project Module Structure

Important note about the Project Module: The information populated on this module can be through an LCPtracker data sync (in which case new projects cannot be added manually on this module), or manually for the accounts that do not have LCPtracker data sync. Projects that are added manually are called ‘Private Projects’. Most of the items on this manual will be focused on Private Projects.

Project Records Main Table

1. From the landing page, the user will navigate to the Project Module by clicking on the Project Tile. The first thing the user will see is a table listing all employer records. The table is sortable and searchable. 
2. The headings of each column on the table are standard for the module and can’t be customized.
3. The blue menu on the left-hand side is different once inside a module. When working on any module, the blue menu will show all available modules that user has. This allows for easy navigation between modules. Also, a Back to Home button is added to navigate back to the landing page.
4. From the main table, there is the option to Add Private Project. 
5. Clicking on any part of the table rows will allow the user to view that project’s information
6. Depending on the user permissions, there will be an option to Edit or Delete any record.

Creating a New Project Record

1. To create a new record, select the Add Private Project button on the main table.
2. The user will navigate to the Project Portfolio Information form. This form will request specific information about the project being added. 
3. When creating a new portfolio, a new menu will be visible to guide the user through each of the form sections. The sections will appear as disabled until the Project Information fields are filled and the Create button is pressed. Pressing the Create button saves the record.
4. The required fields on this form are Project Name, Project Code, and Associated Project Department.
   
5. Once the form is saved, the rest of the sections will become active, and the user can continue adding more information. The Save button is to continue adding more information, Save and Close to save changes and return to the main table, the back button to return without saving. Attachments can also be added.
   
   

Additional Sections

Project Overview

This form is to add all project’s information and details. The only required field here is Project Description.

Project Contacts

This section is multi-response, which means that there can be more than one record added. Project Contacts refers to anyone acting as the project liaison/contact for the project. When selecting this section, the first screen will be of a table where the different records are listed. The table is searchable, sortable, and has pagination. From this screen, new records can be added. 

Adding Project Contacts

1. Click on the Add button.
2. Fill out the form, there are 3 types of contacts: Project Liaison, Construction Project Manager, Other Coordinator Name. The only required field is Project Liaison Name.
3. Select the Create button to save the new entry.
   

Editing and Deleting a Record

1. From the multi-response table, locate the actions column.
2. Depending on the user role and permissions, there will be 2 options: Edit and Delete.
3. To edit an entry, click on the Edit button.
4. The form will be shown, and changes can be made to any of the fields.
5. Click on Save or Save and Close to go back to the multi-response table. 
6. To delete an entry, click on the Delete button.
7. A confirmation dialog box will appear to confirm the action.
8. Select Yes to confirm the action and delete the selected record.

Field Report Notes

The Field Report Notes section is multi-response, which means that there can be more than one record added. When selecting this section, the first screen will be of a table where the different records are listed. The table is searchable, sortable, and has pagination. From this screen, new records can be added.

Adding a Field Report Note

1. Click on the Add button.
2. Fill out the form, the required fields are Date Entered and Field Report Note.
3. Select the Create button to save the new entry.
   
4. Once a new entry is created, the ability to add attachments is enabled.
   

Editing and Deleting a Record

1. From the multi-response table, locate the actions column.
2. Depending on the user role and permissions, there will be 2 options: Edit and Delete.
3. To edit an entry, click on the Edit button.
4. The form will be shown, and changes can be made to any of the fields.
5. Click on Save or Save and Close to go back to the multi-response table. 
6. To delete an entry, click on the Delete button.
7. A confirmation dialog box will appear to confirm the action.
8. Select Yes to confirm the action and delete the selected record.

Project Employer List

The Project Employer List feature enables users to easily select and manage projects, whether added manually or synced from LCPtracker. Users can identify the General Contractor (GC) name, subcontractors, and other employers associated with the project. The system accommodates multiple GCs if necessary, streamlining stakeholder management and ensuring project data accuracy.

Adding a Project General Contractor/Prime

1. Select the General Contractor/Prime the arrow will populate a list of the Employers generated from the Employer section.
   • NOTE: If no contractors have been added to the project, upon entering the section, the user will be prompted to add a General Contractor. 
     
2. Click on the Add button.
3. The entry will populate in the table below.
   
4. To add Subcontractors, or other employers select the appropriate field, the arrow will populate the list of employers from the employer section. 
5. Click on the Add button.
6. The entries will populate in the table below. 
   

Editing and Deleting a Record

1. From the table, locate the actions column.
2. To unassign an entry, click on the Unassign button.
3. A confirmation dialog box will appear to confirm the action.
4. The selected employer will be unassociated from the Project.
   

Project Hiring Activity

The Project Hiring Activity sections lists the employers and individuals assigned to that specific project. The table that is searchable and sortable, it can also be filtered by craft and classification.