Dockets are created to record work you have completed. The normal method for creating Dockets is to create them from Docketbook Jobs or Orders. If you have work given to you for a customer and there is no Dockebook Job or Order, contact the project administrator that assigned the work to you and ask them to ensure they have created a Docketbook Job or Order for you. Refer to Accepting Jobs to ensure you are ready to create Dockets from the Job or Order.
Check against Jobs on your My Docketbook menu first before looking to create a Docket against an Order. The instructions and examples below show creating a Docket from a Job, however the process is the same when creating Dockets from an Order, other than you start by selecting an Order.
There may be situations when you need to create a Docket when a Job or Order has not been created, in this scenario you can create an ad hoc Docket.
How to Create a Docket
1. Chose a Job
From the Jobs tab in My Docketbook select the Job that you are going to be completing a Docket for. The job must have an Accepted status before you can create a Docket. To select the Job tap on the row with the Job information.
2. Check the Job details
Once you have selected the Job, confirm that it is the Job you need to create a Docket for by tapping on the various Job tabs .
3. Create a new blank Docket
When you are happy it is the correct Job tap on the Dockets Tab and tap Create New Docket.
4. Access and complete the different Docket tabs by taping on the them.
The General tab has information only that has been pulled from Job/Order.
For this Job/Order Start and End Times as well as Break and Travel time are required. These time values are entered by touching and sliding the time value scroll wheels.
Items are the pieces or units that make up the work that is being done. Items can be of hours of labour or plant use, or units of material being delivered. Items are set by what is entered on the Job/Order, find out more about Items.
On the Docket you can add multiple Lines to the Item to record the different usage occurrences of the Item. In the example below the Items consist of hours worked by a vehicle. Tap on the Worked Hours line to activate the entry keyboard.
Checklists may be added to the docket process company's to capture important information surrounding the work that requires Dockets, such as safety checks
Perhaps the most important part of a Docket is capturing signatures to support proof of completion or delivery. From the Signature tab tap on the signature you want to capture. When capturing the Customer Signature you need to enter the person signings name, tap on the line for the name to activate the keyboard and then tap on the Signature pane to capture the signature. You can use your finger or a stylus. Please don't use a pen!! Don't forget to tap on Finish
The map tab displays the locations where the Item -> Lines were added
5. Send the Docket
Sending a Docket means you have signed off on it as complete and you want to submit the Docket for Acceptance by the customer.
After completing the Docket tap on the Actions Menu.
If you have completed all of the required information tap Send Docket on the bottom of the screen and the Docket's status will change to Sent. Please note Share Docket is not the same as Send and will not allow the Docket to be Accepted by the customer.
If you have not completed all of the required details for the Docket, the incomplete details will appear on the bottom of the screen and you will be unable to Send the Docket.
When you have completed any outstanding requirements for the Docket tapping on the Action Menu again will allow you to tap on Send Docket.
Find out more about Sending and Sharing.