Builder Tasks are the tasks that the Builder is responsible for updating in (Inspections, QA Checklists, etc.). They need to be managed immediately when they become overdue.
There are two main reasons a Builder Task is overdue:
- Missed Start - These require a new start date.
- Missed Status Update- Sometimes the Builder task is complete, and the status hasn’t been updated
NOTE- When you see an Overdue Builder Task on your Dashboard, you need to address it as quickly as possible. This enables the downstream trades to accommodate any schedule changes to their upcoming tasks.
***Click Here to Skip to Manage Overdue Builder Tasks- LAPTOP
***Click Here to Skip to Tasks Affected and the Hold Date Tool
Manage Overdue Builder Tasks- Mobile App
- Tap the Overdue Tasks box on your Dashboard to view a list of your Overdue Tasks.
- In this example, there is a City Inspection- Frame that has missed its Expected Start Date. If you don't need to see any more information, you can tap Change Date (2) to select a new start date for the Inspection. If you need to see more information, tap the task name (1) to open the Task Details.
- If the Overdue Builder Task just needs a status Update, Tap the Status Bar (default set as NOT STARTED) and update the Builder task to COMPLETED.
- If you need to reschedule a Builder Task, make sure the Task Status is set to NOT STARTED (1) and tap Missed Start to select a new Expected Start Date (2).
- Select your new Expected Start Date from the calendar (1) and tap Update Expected Start at the bottom of the screen (2).
Manage Overdue Builder Tasks- Laptop
- In this example, there is a City Inspection- Frame that has missed its Expected Start Date. If you don't need any more information, you can tap Change Date (2) to select a new start date for the Inspection. If you need to see more information, tap the Task Name (1) to open the Task Details.
For this example, We'll click Change Date.
- Click The Expected Start Date field (1) to access the calendar. Select a new date (your best estimation) for the Inspection (2).
- The Change Date card displays (1)The new Expected Start Date, (2) any Tasks Affected by the date change, (3) Increased Cycle Time created by the date change, and the (4) Due to Weather checkbox.
- If you need more information before you select a new Expected Start Date, Click the task name in the upper left-hand corner of the Overdue Task Card.
- Click The Expected Start Date field (1) to access the calendar. Select a new date (your best estimation) for the Inspection (2).
Tasks Affected and the Hold Date Tool
- A Schedule Impact Warning will appeared for this date change. Click Tasks Affected (1) to access a list of the downstream tasks whose start dates will be affected by the proposed date change. Increased Cycle time for this date change (2) is displayed below Tasks Affected, and a Due to Weather check box (3) to be checked if this date change is due to a weather issue.
- The Tasks Affected box displays a list of tasks who's Expected Start Date will shift based on this date change. The Hold Date tool (1) can help you manage cycle times by detaching a task from the cascade of automatic start date changes created by this date change. This will allow a task to “hold” it’s original start date instead of having it's start date automatically moved forward when this task's date is changed.
Click Hold Date (2) to the right of an Affected Task to keep it's original Expected Start Date. Click Hold All Start Dates (2) to hold all the start dates and maintain the current schedule for all Affected Tasks.
Click Next at the bottom right to proceed with your changes. If you don't make any Hold Date changes, click the Back Arrow at the top-left of the box.
- Click Confirm Date Change to update the Expected Start Date for this task.
