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Director
Director · Business oversight
Approve the exact measurement revision, make independent decisions and oversee business records.
Start atMy account → Projects / Administration
This is not an account with every operational permission; it cannot create, edit or finalise measurements.
Tasks for your role
Read the getting-started guide, then choose your daily task.
- 1Your account and projects to review or approveCheck your Director account, open the project to review and find measurements awaiting a decision.5 steps · Director
- 2Approve measurements, review changes and record correctionsReview the exact measurement awaiting a decision, approve configuration independently and read change history to oversee the business.7 steps · Director
Workflows you take part in
See who hands the work to you, your part and who receives the next step.
- 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
- 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
- 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
- 10Record shifts, approve hours and rate the dayRecord the actual working day, confirm it, then approve and lock the hours; preserve a history of corrections.6 steps
- 11Record costs, send claims and reconcile receiptsTrace direct costs, prepare and email payment claims, record money received and check the remaining balances.10 steps
- 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
- 14Correct errors while preserving the source historyChoose the correction appropriate to the source record, state the reason and preserve its earlier links.7 steps
Browse screenshots
56 screenshots for this role; open a task guide for the actions and results.