Tasks

It allows access to the tasks to which we have access and which are currently active.

Select the task you want to access.

    Download. It allows to download instantly the complete documentation of the task.

Selective download. It allows to download instantly certain documentation of the task.

In the option requirements in one folder, allows to include or not, the company, workers, vehicles documentation and even deliveries.

Unchecked: download company, workers and vehicles documentation broken down into individual folders by requirement.

Checked: the requirements files are not downloaded in individual folders but all together in the top folder, that is, there will be a company folder, one per workers, and one per vehicles. each with all the documents not organized in subfolders.
Download request. Allows you to request a download of the complete documentation of the task.
Print. It allows to generate the report (in PDF) with all the information of the task and the status of the documentation required for it.
See all the tasks. Allows you to view all the tasks, active or inactive.
*Change status. It allows to change the status of several tasks simultaneously.

Select the tasks whom status must be changed.

Select the new task status and click on save.
Export to an Excel file. It generates a report in Excel with a summary of the required documentation which is incorrect or pending of validation.
Allows you to filter according to the state of the centers.
Clear all applied filters.
Allows you to remove columns. It is a setting per user. Clicking on any of the columns, you can deselect the columns that you want not to appear.
Select. Allows you to select the task you want to view.

1. Task Data

Displays the task information.The options on the main screen of the task are::

Go back. Allows you to return to the previous page.
Edit Task. #Allows to edit the task data and modify it if necessary.
Download. Allows you to download the complete documentation of the task.

Selective download. It allows to download instantly certain documentation of the task.

In the option requirements in one folder, allows to include or not, the company, workers, vehicles documentation and even deliveries.

Unchecked: download company, workers and vehicles documentation broken down into individual folders by requirement.

Checked: the requirements files are not downloaded in individual folders but all together in the top folder, that is, there will be a company folder, one per workers, and one per vehicles. each with all the documents not organized in subfolders.
Print. It allows to generate the report (in PDF) with all the information of the task and the status of the documentation required for it.
*#It allows to  make changes in the status of the task to be carried out, which implies that there is an exchange of emails between the contractor, the center/technology administrators and the validators.
Snapshots list. *Access to Snapshots. Allows you to view the report and the documentation of the task at the time the Snapshot was made.

It is possible to schedule it to take a Snapshot from time to time.

Snapshots can be set at any time, independently, without interfering with the scheduled ones.
Share. *It allows you to share the documentation of the task with other people (they do not have to be administrators in Tdoc).

– Must be included the recipient of the email (if there are several, they must be separated by “;”)

– Message body.

Tdoc will send an email with a single-use link to be able to download the shared documentation.

In order to download the documentation, the recipients must access the link and indicate their name and email.
Task migration tutorial. *Allows you to do task migrations. There must be a task migration template defined (center configuration) before use it.

*Select the original task (Technology)

*Select the destination technology. Allows to download the migration template to verify how the migration will be done before putting into production.

*Below is the preview of how the task will look in the functional area of the destination, it allows you to download the report of the supposed new task.

*Do you want to delete the task in the original functional area?

* It has been added/updated the items.
Task status history. *Allows you to view the history of task status changes, showing to which status it has been changed, the date of the change and the user who made it (or System if it is an automatic change made by the application).
Print incorrect documentation report. Allows you to download an Excel with the documentation that is incorrect in the task.
*Allows to extract the report of Workers and vehicles with access
*Allows to extract the report of trainings and designations.
It allows to exchange the visualization of the group of requirements of the task between a table, list or trainings.
Previous / Next. Allows you to move forward or backward between the tasks in a task list

1.1. Information

Shows the general information for the task.

1 – Description of the task

2 – *Address / *Medical Center Address / *Hospital Address

Information regarding the address of the center, address of the nearest medical center and address of the hospital

3 – Task status

State in which the task is.

4 – Capabilities

The trainings correspond to those assigned for this task. Initially they are shown in red, until the contract manager indicates which worker will attend that task. They will turn green, when at least one worker included has been assigned this training / designation.

5 – Designations

The designations correspond to those assigned for this task. Initially they are shown in red, until the contract manager indicates which worker will attend that task. They will turn green, when at least one worker included has been assigned this training / designation.

6 – *Score

Indicates the percentage of correct documents in this task.

7 – Company type

Type of coordination for this task.

8 – Subcontracting chain

It shows the different levels of subcontracting for that task.

9 – Task requirements administrator (responsible)

Optional data, which shows the information of the person on the part of the client, responsible for this task.

Allows you to add yourself as a Document Manager for this task. By default your own Email will appear, you cannot modify this field. You must indicate the Sending Period, how often you want to receive the documentary information of this task and when the First shipment would be.

10 – Contractor´s Representative (CR) or Main Contractor´s Representative RCP)

Optional data from the company.

11 – Contractor´s Representative for the work or Main Contractor´s Representative(RCT)

Optional data of the person by the contract.

1.2. Contacts

From the Contacts tab you will be able to manage additional recipients who will receive notifications of the status changes of the work center contract tasks.

In the toolbar, from left to right, you will find the buttons:

     Add contact. Allows to add new contacts in this task.
Edit contact. Allows you to edit the contact you have selected previously.
Delete contact. Allows you to delete the contact, which you have previously selected.
Select company contacts. Allows you to select existing company contacts.

2. Documentation of company, workers, vehicles, cranes or platforms

Shows the status of the deliveries requested for this task, at the company, worker, and vehicle and heavy machinery level.

There are: the following requirements management options:

Añadir nueva entrega. *Permite añadir un nuevo registro.
Ver entrega. Permite visualizar el documento cargado.
Histórico. Permite ver el histórico de las entregas que se han cargado.

2.1. (*) (#) Requirement applicable/ not applicable

It corresponds to a type of requirements thus defined by configuration, which allows activating or deactivating certain requirements, individually. This implies that the contractor has or does not have to upload documents.

*/#Active requirement. It allows you to activate the requirement, and even set a start date to apply.

– If it is checked the ‘activate requirement now’ box, the requirement will be requested from that moment.

– If it is not checked the ‘activate requirement now’ box, and a date is indicated, that requirement will begin to apply from the indicated date.
*/#Deactivate requirement. Allows you to disable the requirement.