Using Kiosk Mode - General

In this article:

Kiosk Mode Link

Clocking On and Off

Dashboard

Using Your Agenda Screen

Jobs Tab

Tasks Tab

Purchase Order Tab

Kiosk Mode Link

When your employer has set you up as a Kiosk User in their Jobman Software, they will email you a link that looks something like this:

When you click the link, you will be taken to this page:

We strongly recommend saving the URL to your work device home screen for easy access in the future. (You can look up how to do this, e.g. "How to save link to home screen on iPhone using Chrome".)

Once you have saved the URL to your home screen, select your name from the drop-down:

Then, using the keypad (shown above), enter the temporary PIN which you have received in the email. You will be redirected to the following screen:

Using the keypad as before, set a new PIN.

Once you have typed in your new PIN, you will be redirected to the Kiosk Dashboard, which will look something like this:

Clocking On and Off

Use the Kiosk clock on/clock off function to record your time and attendance at work.

To clock on and off, follow these steps:

1. Navigate to Jobman Kiosk from your device home page and enter your PIN to log in.

2. From the dashboard, press Clock On:

   

3. You should now see that the Clock On button has changed to Clock Off:

   

4. When you are finished recording time for the day, press Clock Off (above).

5. Select Clock Off (below):

   

You should now see the Clock Off button has changed back to Clock On.

Recording Break Times

To manually record an unpaid break, follow these steps:

1. From the Dashboard, press Clock Off:

   

2. Select Start Break:

   

3. Select your break from the drop-down, then press Start Break again:

   

Dashboard

What do I See On My Dashboard?

The icons you can see on your Kiosk Dashboard will vary depending on your staff permissions.

Clicking on any of these icons will take you to the relevant tab inside the Kiosk. We will cover each of these in more detail later.

Agenda Screens: Your Number One Focus!

Beneath your icons, you will see one or more agenda screens, depending on how many your manager has made you a member of:

Your agenda screen is a to-do list of all the tasks needing to be completed by you, and any other members assigned to that screen. Your agenda screens should be your number one focus when using Jobman. Always check your agenda screen to see which task you need to complete next!

Notifications

At the top-right of your screen, you can see the notification icon, which will have an orange number next to it if you have one or more unread notifications:

Click on the notification icon to read your notifications:

You can use the Mark All As Read button to mark all unread notifications as "read". Or, you can use the tick boxes to select one or more notifications, and then click With Selected > Mark As Read:

When all your notifications are marked "read", the orange and red dots will disappear from your screen:

Notifications are used to draw your attention to important events, e.g. "You have been assigned to a task," or "Damaged part - Job #0075", so make sure to check your notifications throughout the day!

What Do the Icons at the Top-Right Mean?

Returning to the Dashboard

You can return to your Kiosk Dashboard at any time by clicking the Home Icon (see above), or by clicking Dashboard in the navigation links at the top-left of the screen:

Using Your Agenda Screen

As mentioned above, your agenda screen is the most important part of the Kiosk. You will spend most of your time in Jobman operating from the agenda screen, identifying tasks you need to complete, and logging time against those tasks.

Here are some guidelines for how to use your agenda screen.

User Column Control

Hover over any existing column heading, then click on the arrow icon:

If you click on Columns, you will see a second menu which shows all the possible columns which you can show/hide:

• Select the columns you wish to show, and deselect the columns you wish to hide.
• Your preferences will be saved when you return to this part of the software.

If you click on Width, you will see a second menu which shows all the possible settings to adjust your column widths:

• The normal setting for column widths is Fixed, which means the column is set to a 'fixed' width, so if you have only a couple of columns visible, all the content will appear to the left of the grid, but if you have a lot of columns visible, you may have to scroll to the right to see the content:

• When you choose Flex All, it will attempt to fill the space by adjusting the width of the columns equally. No matter how much they adjust, the width of column 1 is the same as column 2.

This is handy because it reduces the need to constantly resize things to make them fit.

• If you want different columns to be different widths, you can use Flex 2, 3, 4, or 5. (Read More)
• You can also click and drag any of the lines that separate column headings to expand or narrow an individual column width.

To reposition any of the columns in your display, simply drag-and-drop them as desired.

Priority Levels: Your Order of Operations

Agenda screens are arranged so that you should complete the task at the top of the list first.

The tasks on your agenda screen will generally be sorted by target date, meaning that the tasks which need to be completed first will be at the top.

However, your manager might assign priority levels to certain jobs, which means that the tasks for those jobs will be moved nearer to the top of your agenda screen.

Example:

The tasks at the top have been marked 1 - Critical and are coloured red. These are the most important tasks to complete.

The tasks at the bottom have been marked 5 - Low and are coloured grey. Only complete these tasks after you have completed all the others.

Members

Sometimes the tasks in an agenda screen will be assigned to different people - meaning that you will not need to complete all agenda screen tasks by yourself.

Members are used to show which tasks have been assigned to which people.

The members column in your agenda screen will show a person's initials next to a task if that person has been assigned to complete that task. This will help you quickly determine whether it is your responsibility to complete the task, or another person's in the team.

If the task has no members assigned to it (e.g. the members column is blank for this task), then the task can be completed by anyone.

Logging on to Your Tasks

Once you are ready to start your task, click on it inside the agenda screen:

A new window will pop up that looks like this:

A pop-up will appear asking you to confirm. Press Start Task:

Once you have started the task, you will see a sand timer icon next to the task time, indicating that you are currently logging time against this task:

A pop-up will indicate how much progress you have made against the estimated task time. You can click and drag to adjust the progress bar to reflect how close the task actually is to being finished.

Press Pause again to confirm.

When you are ready to come back to the task, click into it again from your agenda screen and press Resume:

A pop-up will appear and ask you to confirm. Press Resume again:

A pop-up will appear and ask you to confirm. Press Stop again:

A pop-up will appear and ask you to confirm. Press Mark as Completed:

Once the task has been marked completed, it will be moved from the Pending Tab to the Completed Tab in your agenda screen:

Files

When you click into a task from your agenda screen, you can click on Files to view or upload files related to this task (e.g. drawings, photos, etc.)

Creating an Alert

If something goes wrong during your task and you need to notify a supervisor (for example, a material is damaged), you can click Create Alert.

Choose the appropriate Alert Type from the drop-down (please note, these will be different for each organisation):

Then type a message and attach files/photos if needed, and click Create.

This will send a notification to the relevant staff members.

Item Specifications

When you click into a task from your agenda screen, you can click on any of the Job Items to see the item specifications:

Site Address - Google Maps Link

When you click into a task from your agenda screen, you can click on the Site Address to open a new window which will show the site on Google Maps:

Adding Job Task Notes

When you click into a task from your agenda screen, you can click Add Note to leave a message for the whole team to see:

Type your message as needed and click Create:

Your note will now be visible in the Notes field. If you have the necessary staff permissions, you can click the three-dot menu next to your note to Edit or Delete it.

Jobs Tab

From the Kiosk Dashboard, press Jobs to go to the Jobs Tab:

The Jobs Tab looks like this:

• Use the Search bar to look for a specific job number.
• Use the Type and Status drop-downs to filter your jobs for any combination of job types/statuses.
• As with your agenda screens, you can control how the columns in the Jobs Tab are displayed. (See previous section.)
• Click on a job to see more information:

Printing Labels

If you have materials in your factory or warehouse belonging to a job and you need to print a label for them, find that job in the Kiosk by navigating to the Jobs Tab, searching for the job number, and clicking into the job as shown above.

Press Label:

Select the quantity of labels to print, then click Create:

Select your label printer from the print settings menu, then click Print:

Using the Picking List

When you have taken materials from your factory or warehouse to allocate to a job, find that job in the Kiosk by navigating to the Jobs Tab, searching for the job number, and clicking into the job.

Press Picking List:

Select your materials from the list and click Remove from Inventory:

Filling Out Forms

When you click into a job from the Jobs Tab, you can fill in any forms related to that job (e.g. site inspection reports, safety hazard checks) by pressing Forms:

Click into your form from the list:

Click Update to fill in your form:

(Note: Some forms are view-only in the Kiosk. If a form is view-only, you will not be able to see an Update button.)

Type in your answers and click Save Changes:

Your answers will now show on the form, and it will be marked Complete.

You can also click PDF to export the form to PDF for printing:

Completed forms will show the name of the person who completed them, and the time at which they were completed:

Checking and Creating Job Notes

When you click into a job from the Jobs Tab, you can view any job notes at the bottom of the screen:

Click Add Note to type a new note, or click the three-dot menu next to a note to Edit or Delete it. (You can only do this if you have the relevant staff permissions.)

Alerts, Files, and Tasks

When you click into a job from the Jobs Tab, you can click the Alerts, Files, or Tasks buttons to view, create, and update any of these.

Please see previous sections for more information on job alerts, files, and tasks.

Tasks Tab

From the Kiosk Dashboard, press Tasks to go to the Tasks Tab:

The Tasks Tab looks like this:

As with agenda screens, you can control how the columns in the Tasks Tab are displayed. (See previous section.)

Pending shows you a list of tasks you have been assigned to complete.

You can click on a task to open a pop-up with its information, or click the three-dot menu next to a task to start it, set progress, create an alert, etc. (See previous section.)

If you click on Completed, this will show you all the tasks that were assigned to you and have been completed.

Using Progress Accurately

If you have paused or stopped work on a task, especially if the task is likely to go over several days, make sure to click into the task and use Set Progress to show an accurate representation of where the task is up to.

Simply click and drag the progress bar and click Save Changes:

This will then show in the Tasks Tab so the whole team can get an accurate idea of where the job is up to.

Purchase Orders Tab

From the Kiosk Dashboard, press Purchase Orders to go to the Purchase Orders Tab:

The Purchase Orders Tab looks like this:

• Use the Search bar to look for a specific PO number.
• Use the Status drop-down to filter your POs for any combination of statuses.
• As with your agenda screens, you can control how the columns in the Purchase Orders Tab are displayed. (See previous section.)
• Click on a PO to see more information:

Receiving PO Items

When goods arrive at your factory/warehouse, you will need to mark them as received in Jobman.

If a PO is in the Ordered or Partially Received status, you can click into it to receive some or all of the PO items.

Click Receive / Unreceive:

Use the tick boxes or type in the quantity cells to receive the correct number of items, then click Receive:

If you have received all items on a PO, the status will update to Fully Received. If you have only received some of the items, the status will update to Partially Received.

Unreceiving PO Items

If you have mistakenly received items on a PO, you can easily undo this by clicking into the PO and pressing Receive / Unreceive:

Use the tick boxes or type in the quantity cells to unreceive the correct number of items, then click Unreceive:

The PO status will then update to Partially Received.