List of coordinations
The coordinations screen is the main screen of the module. From here you can manage 100% of the coordination and interact with all the records involved in the process: employees, vehicles, machines and subcontracting.
When you enter for the first time you will only see the list of coordinations. As you expand the dropdowns and navigate, you will discover all the available actions.
Viewing modes
Section titled “Viewing modes”You have two modes to view the list:
- Infinite list: shows all coordinations on the same screen, with continuous scroll.
- Paginated list: shows a limited number of coordinations per page.
The coordination card
Section titled “The coordination card”Each coordination is shown in a dark grey card that contains the main information:
- Name and code of the coordination.
- Associated external company.
- Status of the coordination.
From the card itself you have direct access to several quick actions.
Complete documentation
Section titled “Complete documentation”The Complete documentation option opens the full list of documentation for the coordination in a single consultation console, separated into independent blocks:
- Company documents.
- Employee documents.
- Vehicles and machines documents.
It is the fastest way to see all the documentation at a glance.
View responsible parties
Section titled “View responsible parties”The View responsible parties option shows the contact information of the responsible persons and main actors of the coordination: coordination managers, contract managers, etc.
Coordination status indicators
Section titled “Coordination status indicators”The card includes summary indicators that quickly show the status of the documentation, separated by company, employees and vehicles / machines.
Each indicator shows the ratio number of OK resources / total number of resources and is coloured according to the status:
- 🟢 Green: the documentation is correct.
- 🟡 Yellow: mandatory documents are correct, but there are pending non-mandatory ones.
- 🔴 Red: there are documents in an incorrect status.
Expand the resources
Section titled “Expand the resources”To expand the information of a coordination, open its dropdown. You will see the lists of:
- Employees
- Vehicles / machines
- Subcontracting
You can continue expanding each list to reach the details of each individual resource.
Employees
Section titled “Employees”Search for an employee
Section titled “Search for an employee”If the list is very long, use the search:
- Click the magnifying glass icon.
- Search by name, surname or identifier (DNI, passport, CC…).
Actions per employee
Section titled “Actions per employee”In the side icons of each employee you can access:
- Documentation: view each document and its status. From here you can:
- Upload requested documents.
- Validate documents sent to you.
- View online and download already validated documents.
- CAE job positions: view the job positions linked to the employee.
- Special jobs / risks: view the special jobs or risks associated.
Employee status icons
Section titled “Employee status icons”Each employee has two icons summarising their situation:
Access status
- 🟢 Green: access allowed.
- 🔴 Red: access not allowed.
Documentation status
- 🟢 Green: all requested documentation is uploaded and validated.
- 🟡 Yellow: mandatory documents are accepted, non-mandatory pending.
- 🔴 Red: mandatory documents missing to upload and/or validate.
Vehicles and machines
Section titled “Vehicles and machines”Search for a vehicle or machine
Section titled “Search for a vehicle or machine”If the list is very long, use the search:
- Click the magnifying glass icon.
- Search by registration plate or serial number.
Actions per vehicle / machine
Section titled “Actions per vehicle / machine”In the side icons you can access the documentation of the vehicle or machine, from where you can:
- Upload requested documents.
- Validate documents sent to you.
- View online and download already validated documents.
Vehicle / machine status icons
Section titled “Vehicle / machine status icons”They work the same as for employees:
Access status
- 🟢 Green: access allowed.
- 🔴 Red: access not allowed.
Documentation status
- 🟢 Green: all documentation is uploaded and validated.
- 🟡 Yellow: mandatory correct, non-mandatory pending.
- 🔴 Red: mandatory documents missing.
Subcontracting
Section titled “Subcontracting”Subcontracting also appears in the coordination dropdown.
Source: Smartosh internal documentation «Listado de coordinaciones», available at Scribe.