How to Manage Engineers

The Engineer Management module allows administrators to create, manage, and maintain engineer accounts within the UK Comms Reporting System.

Engineers are responsible for carrying out project work in the field and submitting task completion data through the mobile application. Their submissions are used to calculate project progress, installation scores, completion percentages, and revenue reporting.

The Engineer Management section contains the following areas:

• Engineers > List
• Engineers > Add New

Creating a New Engineer

Purpose:

The Add New Engineer page allows administrators to create engineer accounts and provide access to the engineer mobile application and reporting platform.

Steps to Create an Engineer:

1. Navigate to Engineers > Add New.
2. Enter the engineer's personal information.
3. Provide contact information.
4. Configure login credentials.
5. Select the account status.
6. Upload a profile image if required.
7. Click Add New Engineer.

Engineer Information:

The following information may be required when creating an engineer account:

• First Name
• Last Name
• Email Address
• Phone Number
• Address
• City
• County / State
• Country
• Postcode / Zip Code
• Username
• Password
• Status
• Profile Picture

Engineer Status Options:

• Active - Engineer can log in and submit task data.
• Inactive - Engineer account exists but cannot access the system.

Managing Existing Engineers

Purpose:

The Engineers List page displays all engineer accounts currently configured within the system.

Administrators can view engineer details, update information, manage access, and review account status.

Viewing Engineers:

1. Navigate to Engineers > List.
2. The system will display all engineer records.

The list may display information such as:

• Engineer ID
• Engineer Name
• Email Address
• Phone Number
• Assigned Projects
• Status
• Date Created

Searching for Engineers

Purpose:

The search and filtering tools help administrators quickly locate engineer accounts.

Steps to Search Engineers:

1. Navigate to Engineers > List.
2. Enter search criteria if available.
3. Select any available filters.
4. Click Search.
5. Review the filtered results.

Depending on system configuration, engineers may be filtered by:

• Name
• Email Address
• Status
• Assigned Project
• Phone Number

Editing an Engineer

Purpose:

Administrators can update engineer information whenever required.

Steps to Edit an Engineer:

1. Navigate to Engineers > List.
2. Locate the engineer record.
3. Click the Edit icon.
4. Modify the required information.
5. Click Update Engineer or Save Changes.

Common updates include:

• Name changes
• Email address updates
• Phone number updates
• Address changes
• Password resets
• Status changes
• Profile image updates

Activating or Deactivating an Engineer

Purpose:

Administrators can enable or disable engineer access to the system.

Steps to Change Engineer Status:

1. Open the engineer record.
2. Locate the Status field.
3. Select either Active or Inactive.
4. Save the changes.

Inactive engineers will not be able to log into the application or submit task information until their account is reactivated.

Resetting Engineer Login Credentials

Purpose:

If an engineer forgets their login information, administrators can update their credentials.

Steps to Reset Login Credentials:

1. Navigate to Engineers > List.
2. Edit the required engineer.
3. Update the username or password fields.
4. Save the changes.
5. Provide the updated login information to the engineer.

Engineer Access to the Mobile Application

Purpose:

Engineers use the mobile application to receive assigned work and submit installation information while working in the field.

The engineer application allows engineers to:

• View assigned tasks.
• Update task progress.
• Submit installation data.
• Add comments and notes.
• Upload photographs.
• Scan or use task labels.
• Update task statuses.
• Submit completed work.

Engineer Task Submissions

Purpose:

Task submissions completed by engineers are automatically linked to project reporting and score calculations.

When engineers submit task information, the system records:

• Date and time of submission.
• Installation information.
• Status updates.
• Comments and notes.
• Photographs.
• Progress calculations.
• Points completed.
• Revenue calculations.

This information can later be reviewed within the Task Management section by administrators, project managers, and site managers.

Monitoring Engineer Activity

Purpose:

Engineer activity can be monitored through task submissions, project reporting, and task progress information.

Administrators can use this data to:

• Track engineer productivity.
• Review completed installations.
• Monitor task completion rates.
• Verify submitted documentation.
• Validate uploaded images.
• Measure project progress.

Engineer Assignment Workflow

Engineers are typically assigned to tasks during task creation or task updates.

The workflow generally follows these steps:

1. Create a project.
2. Create project tasks.
3. Assign engineers to tasks.
4. Print and distribute task labels if required.
5. Engineers complete field work.
6. Engineers submit task information through the mobile application.
7. Managers review submissions.
8. Reports and score calculations are automatically updated.

Best Practices

• Create individual accounts for every engineer.
• Keep engineer contact information up to date.
• Regularly review inactive accounts.
• Use strong passwords.
• Ensure engineers are assigned only to relevant tasks.
• Monitor engineer submissions regularly.
• Review uploaded photographs and supporting information.
• Verify completed task information before project closure.

Summary

The Engineer Management module allows administrators to create and manage engineer accounts, control system access, monitor field activity, and support task-based project workflows. Properly managed engineer accounts ensure accurate project reporting, reliable task completion tracking, and efficient field operations throughout the system.