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Basics of Navigating WebWorkbench

A quick introduction to navigating the application, and some tips to get the best experience.

Content

Time

Supported browsers .............................
Bookmark, Login ..................................
Home, Tile colour, Tile shortcut, Back ..
Tile position ..........................................
Open menu, Tile new ...........................
Tile remove ..........................................
Menu scroll & hide ...............................
Menu search ........................................
Lists e.g. Job List .................................
List Filter ..............................................
Wide fields - Hover, Zoom ...................
Filter live search ...................................
Filter popup ..........................................
Detail popup controls ...........................
Ellipsis options .....................................
Logout ..................................................

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WebWorkbench Generic features

An introduction to generic features in the application.

Content	Time
Overview ................... Extension columns .... File attachments ....... To Do items ............... Notes ......................... List access ................	0:00 0:42 0:52 0:57 1:51 2:36

Simple Approvals

An introduction to simple approvals in WebWorkbench.

Content	Time
Areas of use .................. Concepts ....................... PO assign approver ....... My approvals list ............ Approve item ................. Decline item ................... Revert for information .... Using the list ..................	0:00 0:20 0:40 1:27 1:48 2:11 2:30 2:47

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Job Template Setup

An brief walk-through of how Job Templates are setup in WebWorkbench.

Content	Time
Overview ..................... Job Templates List ....... Job Level 1 Template ... Job Level 2 Template ... Details tab .................. Additional tab ..............	0:00 0:27 0:44 1:02 1:23 1:48

Create Job Wizard

A look at how the Create Job Wizard is used for new header jobs and sub jobs in WebWorkbench.

Content	Time
Overview .................................... Jobs List ……………………......... Create a template Header Job ... Create a manual Sub Job ........... Create a copied Sub Job ............ Create contract in wizard ............ Viewing a contract ...................... Create contract for existing job ...	0:00 0:36 1:00 1:57 2:40 3:04 3:21 3:35

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Reports

A brief look at document reports like and invoice, and list reports with flexible criteria definitions for one-click usage.

Content	Time
Overview ............................................ Purchase Orders ………….................. Document report (Purchase Order) … Email document report ……................ Alternate document formats ............... List reporting types ……..................... List report criteria ……........................ Report at one click …….....................	0:00 0:33 0:53 1:05 1:23 1:31 1:41 2:34

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Subcontractor Portal

A brief walk through of the Subcontractor Portal. Essential viewing for any subcontractor using the portal.

Content

Time

Overview .....................................
Logging in …………………….......
Subcontracts list ...……….……....
Subcontracts list filtering .............
View subcontract details ..............
Create a subcontract claim ..........
Create a subcontract variation .....
Messages tabs ............................
Other subcontract tabs ................
View work orders .........................

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Subcontractor Claim

A brief walk through step for processing a Subcontractor Claim. Essential viewing for any project manager using subcontractors.

Content

Time

Overview .....................................
Logging in …………………….......
Find subcontracts .……….……....
Find subcontracts work orders .....
View subcontract claims .............
New subcontract claim .................
View subcontract claim ................
Claim line details ..........................
Certifying a claim line ...................
Partial certification reasons ..........
Claim summary & approval .........

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Image Documents

A look at the Image Document process for reject correction. Essential viewing for any Image Document user.

Content

Time

Image list .....................................
Usage & Email …………………….
Image document statuses .……....
Training indicator ..........................
Extracted image ...........................
Reject Notes .................................
Image viewer controls ...................
Check field mapping .....................
Fix field mapping ...........................
View voucher ................................

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AP Vouchers for Purchase Orders

A brief of the process from creating a voucher, coding to the PO lines, and submission for approval.

Content

Time

AP voucher list .....................................
New manual voucher ............................
Attach invoice image ............................
Auto extracted voucher ........................
Select purchase order ..........................
Coding against PO line .........................
Checking the voucher lines ...................
Checking the applicable workflow .........
Voucher workflow actions .....................
Check voucher workflow trail ................
Processing voucher from my list ...........

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AP Vouchers for Dockets

A brief of the process from creating a voucher, coding to the Docket lines, and submission for approval.

Content

Time

AP voucher list ......................................
New manual voucher ............................
Attach invoice image .............................
Auto extracted voucher .........................
Coding against docket .........................
Checking the voucher lines ...................
Checking the applicable workflow .........
Voucher workflow actions .....................
Check voucher workflow trail ................
Processing voucher from my list ...........

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