Checking out of a task updates the job schedule in TradeTrax.
This informs your Trade Super/ Field Manager, Scheduler, and the Builder Super of the real-time status of your task. The Check-Out process ensures that the next trades on the schedule are informed, so they know when they can start their tasks.
*** If you are working on a multi-day task, it's important to check-in and check-out of that task every day that you are working on that task. As an example: If you are on a 3 day task, check-in and check-out all 3 days.
Check-Out of a Task (English)
Check-Out of a Task (Español)
How to Check-Out of a task step-by-step
1. When you’re ready to Check-Out of a task, open the TradeTrax app and click the Check-Out button . The Task you are currently Checked into will display on the screen.
2. The task that you are currently checked into will be pre-selected and displayed at the top of the task list. Click the Check-Out button to proceed.
3. There are three options when you are checking out, (1) Not Ready to Start, (2) In Progress, and (3) Completed.
4. For this example, Let’s assume the job is Complete. Click the Completed button at the bottom of the screen.
5. You’re all done! Your Check-out is complete. Click Okay to return to your Assigned Tasks screen.
Check-Out: Task In Progress
1. If you are checking out of the task for the day and the task isn’t completed (multi day tasks, needs more time, etc.) Click the In Progress Button.
2. The original Expected Finish Date is automatically selected at the top of the screen. Leave that date selected If you are on-pace to finish the task on the Expected Finish Date.
3. If the task will finish on a different date (other than the original planned finish date), select the new estimated finish date from the other date choices on the screen. You can also select an Hour Range for your task completion estimate. Click the Set Date Button at the bottom of the screen when your selections are complete.
***This will send a new finish date change request to your scheduler for approval.
Check-Out: Task Not Ready To Start
1. If you arrive at a job and it is Not Ready to Start, you will need to Check-in to the job in order to mark it as Not Ready.
2. Then, Check-Out of the job selecting the Not Ready To Start Button at the bottom of the screen.
***This will immediately Check you out of the task and send a notification to your scheduler that this task is not ready for your crew to work.
See below for a video of the Check Out process: