Other Topics for Builder Super/Scheduler
      Back to home
      1. Knowledge Base
      2. Builders: Scheduler & Super
      3. Other Topics for Builder Super/Scheduler

      Builder: What are Start Date Confirmation Requests and how do I configure them?

      Start Date Confirmation Requests are automatically sent to Trades before their task’s Expected Start Date.

      This feature is a mutual handshake between Builder and Trades; if confirmed Trades agree to start their task on that date.

      A Trade can Confirm or Reschedule the start date when they respond to the Start Date Confirmation Request.

      Why are Start Date Confirmation Request Confirmations useful?

      Start Date Confirmation Requests hold Trades accountable about when they will start their task.

      When a Start Date Confirmation Request is confirmed by a Trade, a green checkmark will appear next to their expected start in the Open Tasks and Upcoming Tasks lists.

      If a green checkmark is displayed next to a task, you can expect that task to begin on the scheduled date.

      How to configure the Start Date Confirmation Requests for an automatic trigger

      Start Date Confirmation Requests Configuration for Templates is only available on the web portal.

      Web Portal:

      1. Click on the Settings option in the sidebar of the web portal

      2. Click on the Start Date Confirmations tab

      3. Search from the TradeTrax Global Task Library for a task to configure

      4. Select the task

      5. Click on the Add Task button

      6. Configure the following options for the Start Date Confirmation Request:

        1. Same day or Number of Days

          1. If you select Number of Days, then you must select Before or After

        2. Select a Task to use as a reference for the trigger

        3. Select Finishes or Starts

      7. Click on the Save button

      8. The configuration for that task is saved. When the criteria are met a Start Date Confirmation Request will be triggered automatically

      Example: You want to send a Start Date Confirmation Request to the Electric Trade for Electric Rough the same day when Framing starts… Or perhaps, 6 days before Framing finishes

      Important: This configuration will be applied to all Templates when they are created.

      How to Configure Your Start Date Confirmations Request in Templates

      Start Date Confirmation Requests Configuration for Templates is only available on the web portal.

      Web Portal:

      Important: You must configure a Start Date Confirmation Request before proceeding next step

      1. Click on the Templates option in the sidebar of the web portal

      2. Locate the Template you wish to configure a Start Date Confirmation Request for

      3. Click the plus + icon at the top right of the Template

      4. Select Add Task option from the list, this will trigger a pop-up window

      5. Search from the TradeTrax Global Task Library for your task

      6. Set the Duration of the selected task

      7. Confirm the date when the Start Date Confirmation Request will be sent

      8. Select Yes, I want to use it

      9. Click on the Add Task button

      10. A confirmation message will appear once you have successfully added the task to the Template

      If you add a Task with a Start Date Confirmation Request and the Task used as a trigger for the request is not within your Template, then the “Incomplete Template Settings will appear at the top right of the screen.

      What if my Template says Incomplete Template Settings?

      If your Template displays an Incomplete Template Settings message, it means there is a task missing to a configuration for the Start Date Confirmation or Stages.

      Where to locate the Template Settings

      1. Click on the Templates option in the sidebar of the web portal

      2. Locate the Template you wish to configure

      3. Click on the gear icon, this will take you to the Template Settings section

      How to solve Incomplete Template Settings

      1. In the Template Settings section, locate the Task that has a red warning icon

      2. TradeTrax will identify the Missing Task that is not contained in that Template

      3. Go back to the Template details view and Add Task to solve the Missing Task

      How to Remove a Start Date Confirmations Request

      Start Date Confirmation Requests Configuration for Templates is only available on the web portal.

      1. Click on the Settings option in the sidebar of the web portal

      2. Click on the Start Date Confirmations tab

      3. Locate the Task already configured that you wish to remove

      4. Click on the trash Icon, this will trigger a pop-up window

      5. Click on the Yes, remove Task Type button

      6. A confirmation message will appear once you have successfully removed the configuration from the overall settings and new Templates won’t have this configuration applied

      You can also remove Start Date Confirmations Requests Configurations directly from each Template.