Using the To-Do Lists option on your Onetrace account, you can set up Additional Work for your operatives following a survey to perform an install on the same location/pin. In doing so, you will see a full running history on each pin/location of what work has been carried out.
In this article, we will walk you through the steps to set up additional work for your operatives using to-do lists.
Steps to Set up a To-Do List for Your Operatives
Log into your account at Onetrace.cloud
Select the Projects tab from the options in the left-hand menu.
Select the Project you wish to create additional work for.
Click the Locations tab from the top bar.
You can choose the location you want to include by selecting the Check Boxes on the left side of each item or selecting all.
Once you’ve selected all the locations, click the Actions button on the right-hand side
Click Edit Locations from the drop-down menu.
Scroll down to the Status tab.
From the dropdown menu select - Replace Existing Value With.
Select the To-Do option (Blue status colour).
Click the Update button to finish.
🚨 After you’ve finished setting up the To-Do List, your operatives can log into the Onetrace app on their phones and start working on the jobs they have been assigned.
By following these steps you will be able to schedule additional work on the same pin/location for your operatives within your Onetrace account.
Need more help? Get support from our Onetrace knowledge hub or feel free to message us via live chat; we will be happy to help!