Sage 300 CRE - Add Field Observations for Mobile Video Lecture - A detailed

saij construction central as you quickly
take notes while you're at the job site
so you don't have to wait to the end of
the day to do your paperwork back in the
office using fields report observations
you can make a note of the weather and
job conditions who worked and the kind
of work performed the equipment used
materials delivered and events like an
inspection or job violation
observations are categorized in two
types as you can see here and the types
that are available is based on how your
project management application is setup
in this lesson we'll examine these
observation types in particular whether
in site conditions payroll time this
lets you send time entries to the
payroll application subcontractors and
work activities and progress this lets
you send % complete information to the
job cost application you'll learn how to
record view and edit observations in
Sage construction central the easiest
way to create a new observation is to
add it from the home page specify the
job that you're creating it for or leave
it to all jobs then click the quick Add
button for observation
accept or change the job this comes from
what's on the homepage
observations are tied to a field report
you can create a new field report or use
an existing one
indicate the type of observation it is
when you click Next it will open another
page where you can enter the details of
the observation
for any observation you can enter the
details at attachments and drop down
notes if you are creating a new
observation you have to save the
observation first before the attachments
tab is available you can type in the
weather details or get it from the web
get weather gets the weather as of the
moment
type in the zip code for your job site
then click update
make any changes as needed click Save
and close when you're done
another way to create an observation is
to add a field report from the home page
and then create the observation for it
if you're adding observations to an
existing field report you can go to the
field reports page to locate the report
and then add the observations let's find
an open field report and do that
when you're on the field reports page
you can use this button to add a new
observation or locate the report and
click the ellipsis to add one
indicate the type of
servation you want to add
and click Next
the first few letters of the name to
bring it up or use the contact finder
if this is a new sub that's
your list you can go ahead and add that
as a new contact
now you can make a note of the headcount
and hours work and any other details
you
another way to create an observation is
to open the field report and then create
the observation
on the field report you can have many
observations for the same type for
example you may want to make a note of
the weather conditions throughout the
day or you have several subs working on
the same day or several employees
you can either use labor or payroll time
to make a note of the crew members who
work that day and their hours but only
payroll time will send time entries to
the payroll application for pay
processing as long as you use the
payroll application
if it's the same crew from the last
field report click pre-fill previous to
get the employees rather than adding
them one by one these are the employees
from the last field report click accept'
pre-fill to accept them
then open each time record of to enter
the date pay ID hours worked and other
details
you
to add another time record click Add or
to delete a time record click the
ellipsis then delete
to send the time entries to payroll
click send to payroll
enter the pay period
then confirm the pay period and click
send
notice this time record
set to payroll
you can make a note of the progress in
work activities and progress when you
enter the percent completed you can send
the information to the job cost
application
click Add
then enter the details
you
click Save & close when you're done
the % complete information will be sent
to job costs once you finalize this
field report notice the status for this
field report is open so it's not being
sent to job cost yet