Assignar is cutting-edge software that offers unparalleled scheduling and management capabilities for the construction industry. Its user-friendly interface and robust functionality are unmatched by any other solution currently on the market. This software offers a complete solution that allows you to streamline your work and increase productivity.
In this article, we will delve into the intricacies of Assignar, exploring its basic operations, so that with a better understanding of its capabilities, you’ll be able to take full advantage of all it has to offer, resulting in a more efficient and successful workflow.
What are the steps for importing data into Assignar?
The data import feature provides a simple and quick way for you to upload important information.
Using the data import tool
To begin uploading your data, you can find the “Settings” tab on the navigation menu located on the left side of the screen, and then select “Data Import.”
The Data Import tool includes a progress indicator that will show you the status of your data upload and the number of records imported. You can also check a log that displays the user and date of the last upload for reference.
Here are the different types of data that can be imported:
- Equipment: This includes heavy machinery, vehicles, and other assets that need to be scheduled for use on job sites.
- Fieldworkers: These are users of the software who work in the field and collect data to be sent back to the office.
- Activities: Activities are used to document the time of the fieldworkers to prevent budget overruns.
- Clients: Your customers that you are providing services to.
Uploading data
Select the data type and hit “upload.” After clicking “upload” for a data type, a table will show the data types the program expects. Data types may need country-specific date and phone number formats. Click “Upload Data from File” and pick your Excel or comma-separated values file to upload.
Matching data columns
On the “Match Data” screen, you will see all the columns in your data file. The system will try to match the columns from your file with the intended fields in the software based on column names or data types.
If you want to change the mapping, you can select an alternative field in the software and press “confirm.” Before proceeding, double-check all the columns and click “review.”
Please note that this process is not applicable for a .csv file as it does not have any matching columns.
How do I set up user accounts?
Assignar has various types of users, each with their own specific responsibilities and ways to use the software. This guide will demonstrate how to add and manage these user types, establish permissions, and keep track of user records.
User categories
Assignar has two main user categories that are utilized for different purposes within the software:
- Office Users: These users primarily focus on organizing work and verifying field data, accessing Assignar via an Officetop or laptop computer through web browsers.
- Field Users: These users primarily work in the field, completing tasks on job sites, and access Assignar through a mobile device using the mobile application on iOS, Android, or mobile web browsers.
Adding and managing office users
There are two methods to add Office users to the Assignar software:
First method: Uploading the data through the data import tool.
Second method: To add an Office user, go to the Users tab on the left navigation bar and select Office Users. This will take you to the Office Users list page, where you can view and modify existing users and add new users.
Once you have added the user’s information, save and set the user’s access permissions. The user can then log in by visiting the Assignar website, clicking on the login button, and providing their username and password.
Adding and managing field users
The process is similar to adding Office users, except you will need to select “Field Users” instead of “Office Users” from the navigation tab.
It is also important to note that you can assign different roles to different users based on their tasks, so you have a clear understanding of who is responsible for what.
How do you incorporate new equipment?
There are two methods to add additional equipment to the Assignar platform.
First, you have the option of using the Assisted Data Import tool.
The second method is to use the Add New Equipment form offered in the Web application.
To begin, go to the Resources button on the left side menu and then choose Equipment (also known as Assets). This will take you to the equipment list page, where you may view, modify, and add new equipment entries.
When you click the “+ Add New” button, a form will open for you to fill out with the information about your new equipment. Click on the arrow symbol in the slide-out form to get more information about the equipment. This will lead you to the complete details page for the equipment, where you may read more information, equipment paperwork, form results, and journal entries.
How can you create new roles?
You can create roles directly inside the web application. To begin, go to the Resources tab on the left side menu, and then click on Roles. This will take you to the Roles list page, where you may examine and change existing roles by clicking on their names, as well as create new ones.
The “+ Add New” button opens a form to create a new role. This form lets you submit the role’s name, personnel and equipment, skills, forms and docket templates, and any external IDs or codes needed for synchronizing with other systems.
How to establish activities
Assignar offers two ways to start activities. One is to use the Assisted Data Import tool or manually create activities in the online application.
Second way: In the left-hand navigation menu, pick Work Planning, then Activities to manually create activities. This lists existing activities. To add an activity, click “+ Add New Activity” and fill out the form.
How to incorporate clients
Clients can be incorporated into the system by utilizing the Data Import Assistant, which can simplify the process if you already have a database containing client information. Additionally, new clients can be incorporated via the dedicated “Add New Client” function found within the web-based application.
Final words
Utilizing user-friendly construction scheduling software like Assignar can elevate your construction projects to new heights of efficiency and productivity. Embracing the power of such software can ultimately lead to a more seamless and triumphant workflow.