My Work is where all the work items (RFIs, Issues etc.) assigned to the logged-in user can be found. These can be viewed in multiple views (Table view, Calendar view, Map view, Model view). When clicking on a work item, you can access the thumbnail view and further review the work item.
Thumbnail View
When a work item is selected, the thumbnail view will slide in from the right-hand side, as shown below. Next, we are going to review this view in three parts.
Part One
- Expand will expand the thumbnail view to a wider view if needed.
Open in a new tab will open the work item to another page.
Edit will open the work item in edit view allowing changes to be made.
Reassign allows the form to be assigned to a different Team Member or Role and adjust the Due Date.
- Escalate allows you to escalate your work item to a different type (i.e. escalate an Issue to an RFI).
More opens a drop-down menu where you can copy the work item, add related work item, or export the current work item to a pdf file for further distribution.
- Copy allows an existing work item to be duplicated.
- Add related allows you to search, select, and add related work items.
- Export to PDF allows you to export the selected work item to PDF including its Comments, Audit Trail, Images, and Attachments. You can export the PDF locally or export it to Shared Documents. We will learn about Shared Documents later in this manual. Here's additional info.
- General Info shows the properties of the work item – ID, Description, Priority, Status, Assigned to, Due Date, etc.
Part Two
- Related forms show all the work items that are related to the current one. A search box is also available for faster navigation.
- Media displays any attachments or links that have been added to the work item. These attachments can be downloaded or opened by selecting the 3 dots on the right of the attachment.
- Comments will display comments and allow users to add additional comments and information required for the form.
- Audit trail creates a list of who did what and when.
- Attachments allow you to add attachments from Your computer or the SYNCHRO Control Documents.
Part Three
- Map location displays the location that has been assigned on the map. The map location can be edited or deleted by selecting the three dots at the top right corner of the image.
- Model location displays the location that has been assigned to the model. The model location can be edited or deleted by selecting the three dots at the top right corner of the image.
- Transition (Submit) gives the option to transition the form to the next or previous status in the workflow.
Table View
In My Work, Table View can be set by selecting Table from the dropdown in the upper right corner.
- Select Table from the dropdown to enable the Table view.
- To Filter the table information, hover over the column header, and select the Filter icon. This will activate a text box where a value can be entered.
- To Sort the table information, hover over the column header and select the arrow icon. This will alphabetically sort ascending or descending based on the direction the arrow is pointing.
- Columns can be added or removed by selecting the icon on the far right side of the column header. Check the columns wanting to be displayed and uncheck them to remove them from the column header.
Calendar View
Calendar View shows all Tasks assigned to the user in an interactive Calendar. Tasks will be displayed in the calendar on the date they are due.
- Select Calendar from the dropdown to enable the Calendar.
- The calendar can be viewed by Day or Month. The arrows can be used to navigate to the next or previous Day/Month. Select Today to jump to the current date on the calendar.
- When the task in the Calendar is selected, a Thumbnail view will open with all the task information. Please refer to My Work – Thumbnail View on page 10 for details.
- The Table View is accessible and resizable in Calendar View, along with its capabilities, including adding and removing columns, sorting, and filtering. Please refer to My Work – Table View on page 13 for details.
Map View
Customize Map Interface (Video)
The Map view shows the location of the project on a map. Any Form that has been assigned a geographical location will have an icon with its position on the map. By hovering the mouse over the Icon, the Form info will pop up, and users can access the Form information by selecting the ID number. The Map view is extremely useful for horizontal projects, i.e., highway projects.
- Task Icon shows the geographical location the form has been tagged to. By hovering over the Icon, the Form info will pop up, and can access the Form by selecting the information box.
The top left indicator identifies if the task is Overdue.
The top right indicator identifies the Priority of the task.
- Plan set is indicated by the yellow outline, and a label will appear when you hover over the plan set, indicating the Name and the Revision of the sheet.
- Information Box will appear when you hover over the task icon. Select the Information box to open the thumbnail view displaying all the form information.
- Search allows you to search on the map.
- Zoom allows you to zoom in or out as needed.
- Navigate to my location will pinpoint your location on the map.
- Toggle layer control tool opens a drop-down with the different layer options.
- Satellite, when turned on, will show satellite imagery, and when turned off, will show a traditional map view. You can also toggle the transparency for a preferred view.
- PDF Plan Set is based on the Discipline assigned to the plan set, which can be used to create multiple PDF or Blueprint layers from the Plan set saved in the project Documents Section
- Project Boundary turns the orange boundary around the project on and off.
- Forms allow you to toggle on or off available form types – Daily Logs, Inspections, Issues, RFIs.
- Weather is a cool feature that contains Radar, Precipitation, Temperature, and Wind Speed conditions for the next 7 hours.
- Search Results turns the search results on and off.