Coordinator
Pages
  1. Your account and projects to coordinate
  2. From customer enquiry to delivery and handover
  3. Screens for Coordinator
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Guides › Coordinator

Before you start
  • My account → Projects / Sales
  • Use your own staff account; sign in with Username/email and Password. There is currently no second-code step.

Screenshots show an earlier interface. Some current actions may appear in a different place or be absent from the image.

SSubAgent ConstructionUser guide

Coordinator

Your account and projects to coordinate

Check your Coordinator account, find the right Project and keep one project code throughout coordination.

Prepare the records → follow the steps → check the outcome.

Coordinator5 illustrated steps

Check the account you are using

Coordinator

1Step 1 / 5

My account shows which account you are signed in to and which roles you have been given. A person can hold several business roles.

  1. Open My account and check the user name.
  2. Read the displayed roles and permissions; check that they match your responsibilities before starting work.
Expected result

You know which account you are using and where to start work.

Coordinator01

Find the right route to your work

Coordinator

2Step 2 / 5

The menu displays only the sections your account can access. On a narrow screen, open Menu to see these options.

  1. Open the main menu; on a narrow screen, click Menu.
  2. Choose Projects or Sales for the task you need to do.
  3. On desktop, use Website if you need to return to the public site.
Expected result

The menu shows only pages that your account is allowed to open.

Coordinator02

Open the correct project record

Coordinator

3Step 3 / 5

Projects is the entry point for project records. A shared code lets you compare quotations, measurements and later work.

  1. Open Projects from the main menu.
  2. Find the project you need; check its code, customer and status, then open the record.
  3. Read the messages and conditions before choosing the next action.
Expected result

You open the correct Project and understand the conditions for the next action.

Coordinator03

Update your details or password

Coordinator

4Step 4 / 5

You can update your own account. Roles and permission to view money are managed separately by an authorised person.

  1. In My account, choose Edit my account or Change my password.
  2. When changing your email or password, enter Current password; for a password change, enter and confirm the new password.
  3. Check your entries, then click Save.
Expected result

Your own details are updated; roles and the money flag are managed by an authorised person.

Coordinator04

Sign out when you finish

Coordinator

5Step 5 / 5

End your session when you finish, especially on a shared device in the warehouse or workshop.

  1. Open the My account menu.
  2. Choose Sign out to end your signed-in session.
Expected result

The session ends; next time, sign in with your own account.

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1 / 6

Complete the task

Results & checks

  • Being able to view a record does not give you permission to change or approve it.
  • If you see Access denied, read the message and use Back to My account; if your session is missing, use Log in. Do not borrow another person's account or guess a URL.

Screenshots illustrate the page layout. Some show earlier controls; follow the current steps and check the result after performing the action.

Read next

  1. 03From a customer enquiry to an agreed quotationCreate a job from the customer’s enquiry, finalise its quoting measure and record the customer’s decision under the same Project code.8 steps
  2. 04Approve the measure used for productionReview and approve the exact fabrication measure revision that the coordinator will use as the basis for production.5 steps
  3. 05Quote for a change in scopeSend a quotation for changed scope after the original is Won, and record the customer’s decision while retaining the original quotation.5 steps
  4. 06Produce, check quality and carry out reworkCarry out approved scope, record production data and have an independent person check quality before delivery.9 steps
  5. 08Deliver, install and hand over the projectRecord delivery, installation and the actual customer outcome; close eligible visits and hand over the ready project.7 steps
  6. 09Track a subcontract package under the parent projectRecord outsourced work under the parent project, follow its outcome and allocate the cost to the correct project.6 steps
  7. 12Reuse off-cuts, approve rewards and record paymentKeep the off-cut’s origin, reuse it on another job and follow the reward from its approved table to recorded external payment.10 steps
  8. 13Receive and resolve a warranty complaintTrace the complaint to the original job, decide coverage and retain the remedy, customer confirmation and any later reopening.5 steps
  9. 14Correct errors while preserving the source historyChoose the correction appropriate to the source record, state the reason and preserve its earlier links.7 steps
All guides

Visitor

  1. 1Explore SubAgent Construction's services and projects4 steps · Visitor›
  2. 2Send an enquiry or sign in as staff4 steps · Visitor›

Worker · Workshop and site work

  1. 1Your account, Scan and assigned work5 steps · Worker›
  2. 2Carry out assigned work and record on-site facts6 steps · Worker›

Warehouse · Stock management

  1. 1Your account and warehouse navigation5 steps · Warehouse›
  2. 2Receive, label, reserve and issue stone to the factory7 steps · Warehouse›

Supervisor · Production supervision

  1. 1Your account and work to supervise5 steps · Supervisor›
  2. 2Allocate work, check quality and confirm working days6 steps · Supervisor›

Coordinator · Project coordination

  1. 1Your account and projects to coordinate5 steps · Coordinator›
  2. 2From customer enquiry to delivery and handover7 steps · Coordinator›

Accountant · Finance

  1. 1Your account and ledgers to reconcile5 steps · Accountant›
  2. 2Lock costs, approve hours and reconcile collections6 steps · Accountant›

Director · Business oversight

  1. 1Your account and projects to review or approve5 steps · Director›
  2. 2Approve measurements, review changes and record corrections7 steps · Director›

Product administrator · Business administration

  1. 1Your account and staff administration scope5 steps · Business admin›
  2. 2Manage accounts, website content and lookups5 steps · Business admin›

Administrator · Technical support

  1. 1Switch to the account being supported and return4 steps · Technical support›
  2. 2Record an issue and end the support session3 steps · Technical support›

End-to-end workflows

  1. 1Receive stone and lock purchase costs5 steps›
  2. 2Find, reserve and issue stone to the factory7 steps›
  3. 3From a customer enquiry to an agreed quotation8 steps›
  4. 4Approve the measure used for production5 steps›
  5. 5Quote for a change in scope5 steps›
  6. 6Produce, check quality and carry out rework9 steps›
  7. 7Retain off-cuts and reconcile a cut5 steps›
  8. 8Deliver, install and hand over the project7 steps›
  9. 9Track a subcontract package under the parent project6 steps›
  10. 10Record shifts, approve hours and rate the day6 steps›
  11. 11Record costs, send claims and reconcile receipts10 steps›
  12. 12Reuse off-cuts, approve rewards and record payment10 steps›
  13. 13Receive and resolve a warranty complaint5 steps›
  14. 14Correct errors while preserving the source history7 steps›
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