Measurement Books
A Measurement Book (MB) is a document used in construction and engineering projects to record measurements, quantities, and descriptions of work performed by contractors. It serves as a detailed record of work completed, often used for billing, verification, and project monitoring purposes.
Inbox
Home Page > Measurement Books
The Measurement Book (MB) inbox, dedicated to managing MB, is also utilized for tracking and processing the workflow related to Measurement Books.
Step 1: On the home page, click on the Measurement Books card to view the MB Inbox page.
Step 2: Click on Open Measurement Book to view the details for the specified MB.
Filter Measurement Books
The inbox page displays all MBs in the workflow awaiting action from the logged-in user by default.
Step 1: Click on the Filter option to refine search results.
Step 2: Select and enter the relevant filter details.
Click on the Filter button.
Sort Measurement Books
The work orders can be sorted using different parameters.
Step 1: Click on the Sort option on the top of the page.
Step 2: Select the applicable sort option from the Sort By list.
Open Measurement Book
Workflow
The Measurement Book (MB) workflow comprises three key roles: the creator, verifier, and approver. Each role is associated with specific actions that contribute to the overall processing and approval of the MB. The workflow typically involves a sequence of actions performed by these roles to ensure accurate documentation, verification, and approval of measurements within the MB.
MB Creator
The MB Creator is responsible for creating and forwarding the measurement book along with worksite photos on the work in progress uploaded.
MB Creator can -
Save as Draft
Submit
Edit MB
Save as Draft
The Save as Draft feature provides users with the capability to create a Measurement Book (MB) and retain it in the creator's inbox for subsequent updates. This functionality allows users to initiate the MB creation process, save the work in progress as a draft, and revisit it later for additional edits or finalization before submission.
Submit
When a Measurement Book is created, it is submitted to the next user in the workflow for verification. Upon selecting the 'submit' action, the system provides the user with the option to either choose a specific user as the verifier or submit it without selecting a verifier.
Edit
If a Measurement Book is sent back to the creator for correction, the MB is placed into the creator's inbox, allowing them to make edits and subsequently re-submit it for verification.
MB Verifier
The MB Verifier is responsible for verifying the measurement book.
MB Verifier can -
Verify and forward MB
Send MB back to the originator for correction
Verify and Forward
The 'Verify and Forward' action enables the verifier to forward MB to the approver after completing the verification process and adding the comments if required.
Send Back
The 'Send Back' action provides the verifier with the capability to send the MB back to the creator for necessary corrections.
MB Approver
The Approver verifies the measurement book and ensures the provided measurements are satisfactory and complete according to the work completed.
The Approver can:
Approve the MB
Send the MB back to the verifier
Send the MB back to the originator
Reject the MB
Approve
The Approve action bestows upon the approver the authority to approve the Measurement Book (MB). Upon approval, the MB attains an immutable status, meaning that it becomes unalterable or resistant to further changes. This step typically signifies the finalization and confirmation of the recorded measurements and associated details within the MB.
Send Back
The Send Back action permits the approver to send the MB back to the previous user in the workflow for necessary corrections, MB is placed into the verifier's inbox, allowing them to take necessary action.
Send Back To Originator
The Send Back To Originator action enables the approver to return the MB to the creator for necessary corrections. The request is placed into the creator's inbox, allowing them to make edits and subsequently re-submit it for verification.
Reject
The Reject action empowers the approver to decline the MB. Once rejected, no further action can be taken on the MB, necessitating the creation of a new MB.
