Job Site Management Guide

This guide covers the essential steps to set up a new location, assign working schedules to staff, and manage site-related assets within the Rakanworks platform.

1. How to Create a Job Site

Follow these steps to add a new operational location to the system.

1. Navigate to Job Sites: From the main dashboard, go to the Job Sites page.

2. Initiate Addition: Click the purple Add button located at the top right corner of the screen.

3. Fill in Site Details: Complete the required fields in the form:

   • Name: Enter the official name of the site (e.g., SITE KL).

   • Client & Manager: Select the Client and the responsible Site Manager from the dropdowns.

   • Status: Ensure the toggle is set to Active if the site is currently operational.

4. Set Location:

   • You can manually enter the Latitude and Longitude.

   • Pro Tip: Click the blue Draw Map button to visually pinpoint the location and set the geofence radius on the map.

5. Address Information: Fill in the full address, including State, City, and Postcode.

6. Save: Once all information is correct, click the blue Save button at the bottom right.

2. How to Create a Schedule

Once a Job Site is created, you must assign schedules to ensure staff attendance is tracked correctly.

1. Select the Job Site: Click on the specific Job Site name (e.g., SITE KL) from your main list to open its dashboard.

2. Open Schedule Tab: Click on the Schedule tab in the top navigation bar.

3. Add New Schedule: Click the blue + Add Schedule button on the right side.

4. Configure Schedule Details: A side panel will appear:

   • Information: Give the schedule a Name.

   • Staffs: Click to select the specific employees assigned to this schedule. You can select multiple staff members (e.g., ALI AHMAN, DASS HOSSAIN).

   • Active Status: Toggle the switch to Active.

5. Set Time Schedule:

   • Select Fixed (or your preferred type).

   • Check the boxes for the working days (e.g., Mon, Tue, Wed).

   • Set the Start Time and End Time for each day.

6. Save: Click the save icon or button (usually located at the bottom of the panel) to apply the schedule.

3. How to Update Job Site Assets

Use this feature to track items, uniforms, or cash floats issued to a specific site.

1. Access Asset Tab: Inside the specific Job Site dashboard, click the Asset tab.

2. Add Asset: Click the button to add a new entry. An "Add Asset" modal window will appear.

3. Enter Transaction Details:

   • Type of Asset: Select the category (e.g., Cash, Items).

   • Amount: Enter the monetary value (if applicable).

   • Transaction Date: Select the date the asset was issued.

   • Type of Items: detailed description (e.g., Standard Work Uniform).

   • Mode of Delivery: Select how it was sent (e.g., Delivery).

   • Remark: Add any specific notes (e.g., "Added new uniform for staff").

4. Finalize: Click the purple Add button to save the record.