Browsing through the project hierarchy
Two different types of Asta Siteprogress user use the Project screen:
- Mobile users use this screen to select the task against which they want to report progress and collect field evidence.
- Administrator users use this screen to select the task for which they want to review field evidence that has been submitted by Mobile users.
The Project screen displays the charts and summary groups that contain tasks and/or ticksheets on which you need to report progress during the current working period in the selected project.
Working with charts and summary groups
Each chart or summary group appears as a grey bar, with the name of the chart or summary group on it. When a chart or summary group is expanded, the arrow points down:
To contract a chart or summary group, tap the down-pointing arrow in its grey bar. The subcharts, tasks and ticksheets within the chart or summary group are hidden and the down-pointing arrow turns to a right-pointing arrow:
To expand a contracted chart or summary group, tap its right-pointing arrow.
To identify where a chart or summary group is located in the project hierarchy, tap
to view its full path.
If Asta Siteprogress has been configured to allow you to create tasks, tap
at the right of a chart or summary group's grey bar to create a new task within that chart or summary group.
Working with tasks and ticksheets
Icons appear to the left of each task to indicate their status:
| Icon | Description |
|---|---|
|
The task is due. |
|
The task is not yet due. |
|
The task is overdue. |
The colours of these icons may differ in your version of Asta Siteprogress as they can be configured by an Administrator.
If you use Asta Siteprogress to collect field evidence, icons appear to the right of each task for which field evidence must be collected to indicate the field evidence status of the tasks:
| Icon | Description |
|---|---|
|
One or more items of field evidence needs to be collected for the task. This may be because it has not yet been collected, or because it has been submitted but rejected. |
|
All of the required field evidence has been collected for the task. |
If you are using a mobile phone, ticksheets appear on the Project screen as illustrated below, one for each plot:
To open a task or a ticksheet to view more details and report progress against it or to collect field evidence for it, tap it. Tasks open in the Task Progress screen; ticksheets open in the Ticksheet Tasks screen. You cannot collect field evidence for ticksheet tasks.
'Edited' appears against tasks and ticksheets that have been edited in some way.
Searching for specific tasks and ticksheets
If the Project screen displays a large number of tasks and ticksheets, it can be difficult to find the one you need. To search for a specific task or ticksheet, tap in the Search field and start typing. As you type, the list of tasks and ticksheets is filtered to display only those:
- With names that include the text you type.
- With user-defined field content ('String'-type user-defined fields only) that include the text you type - even if the task name does not include the text.
For example, if you type the text 'gar' in the Search field, the list is limited to:
- Tasks with names that include the text 'gar', eg 'Wiring to garage' or 'Garden landscaping'.
- Tasks with one or more 'String'-type user-defined fields that include the text 'gar', eg 'Gardening' or 'Garage'.
Clear the text in the Search field to display all tasks and ticksheets again.
Sorting tasks and ticksheets
You can sort the tasks and ticksheets within each chart or summary group by name or by natural order - ie the order in which they appear in the project. To specify how to sort tasks and ticksheets within their charts:
- Tap
to display the menu. - Tap Sort by name or Sort by natural order.
The Project screen displays the charts and summary groups that contain tasks on which progress has been reported during the current working period in the selected project.
Working with charts and summary groups
Each chart or summary group appears as a grey bar, with the name of the chart or summary group on it. When a chart or summary group is expanded, the arrow points down:
To contract a chart or summary group, tap the down-pointing arrow in its grey bar. The subcharts, tasks and ticksheets within the chart or summary group are hidden and the down-pointing arrow turns to a right-pointing arrow:
To expand a contracted chart or summary group, tap its right-pointing arrow.
To identify where a chart or summary group is located in the project hierarchy, tap
to view its full path.
Working with tasks
Icons appear to the left of each task to indicate their status:
| Icon | Description |
|---|---|
|
The task is due. |
|
The task is not yet due. |
|
The task is overdue. |
The colours of these icons may differ in your version of Asta Siteprogress as they can be configured by an Administrator.
If you use Asta Siteprogress to collect field evidence, icons appear to the right of each task for which field evidence must be collected to indicate the field evidence status of the tasks:
| Icon | Description |
|---|---|
|
One or more items of field evidence that has been collected for the task has been rejected. |
|
One or more items of field evidence that has been collected for the task has been submitted and requires review. |
|
All of the required field evidence that has been collected for the task has been approved. |
To open a task to view more details and review the field evidence that has been collected for it, tap it. Tasks open in the Task Progress screen.
Searching for specific tasks
If the Project screen displays a large number of tasks, it can be difficult to find the one you need. To search for a specific task, tap in the Search field and start typing. As you type, the list of tasks is filtered to display only those:
- With names that include the text you type.
- With user-defined field content ('String'-type user-defined fields only) that include the text you type - even if the task name does not include the text.
For example, if you type the text 'gar' in the Search field, the list is limited to:
- Tasks with names that include the text 'gar', eg 'Wiring to garage' or 'Garden landscaping'.
- Tasks with one or more 'String'-type user-defined fields that include the text 'gar', eg 'Gardening' or 'Garage'.
Clear the text in the Search field to display all tasks again.
Sorting tasks
You can sort the tasks within each chart or summary group by name or by natural order - ie the order in which they appear in the project. To specify how to sort tasks within their charts:
- Tap
to display the menu. - Tap Sort by name or Sort by natural order.
Downloading and opening projects