Adding resource usage

In the Field Operations and Regulations app, you can record information on the resources used to complete a work order, service request, or asset inspection, such as tools, vehicles, materials, and labor.
To record resource usage, specify the resource that was used, such as a piece of equipment or an employee, and the quantity of usage, such as the number of extra items or hours of labor. The total cost of the resource will be calculated based on the specified usage.

You can also use usage groups to record resource usage.

Adding vehicle usage

  1. Specify this information:
    Task Type
    Select the task type from the list.
    Operator
    Select the employee name from the list.
    Vehicle asset
    Select a vehicle asset from the list.
    Charge from
    Specify the starting date and time of the vehicle usage.
    Charge to
    Specify the date and time up to when the vehicle will be used.
    Note: You can also tap Today, Yesterday or Last Week to adjust the schedule. Tap the check icon to save the specified date and time.
    Usage
    Specify the vehicle usage in hours. Specifying a date and time on the Charge from and Charge to fields will automatically fill the Usage field. The hours and minutes are calculated based on the values in the Charge from and Charge to fields.
    Comments
    Specify additional information such as notes, reminders, details or clarifications related to your assignment.
  2. Tap Save to save your changes or Save and Close to save your changes and close the screen.
    Note: Tap History to show the details and changes made to the assignment. Tap Copy details to copy the assignment information to your clipboard.

Adding vehicle type usage

  1. Specify this information:
    Task Type
    Select the task type from the list.
    Operator
    Select the employee name from the list.
    Vehicle type
    Select the type of vehicle for the assignment.
    Charge from
    Specify the starting date and time of the vehicle usage.
    Charge to
    Specify the date and time up to when the vehicle will be used.
    Note: You can also tap Today, Yesterday or Last Week to adjust the schedule. Tap the check icon to save the specified date and time.
    Usage
    Specify the vehicle usage in hours. Specifying a date and time on the Charge from and Charge to fields will automatically fill the Usage field. The hours and minutes are calculated based on the values in the Charge from and Charge to fields.
    Comments
    Specify additional information such as notes, reminders, details or clarifications related to your assignment.
  2. Tap Save to save your changes or Save and Close to save your changes and close the screen.
    Note: Tap History to show the details and changes made to the assignment. Tap Copy details to copy the assignment information to your clipboard.

Adding contractor usage

  1. Specify this information:
    Task Type
    Select the task type from the list.
    Contractor
    Select a contractor from the list.
    Charge from
    Specify the starting date and time of work done by the contractor.
    Charge to
    Specify the date and time up to when the contractor completed the work.
    Note: You can also tap Today, Yesterday or Last Week to adjust the schedule. Tap the check icon to save the specified date and time.
    Usage
    Specify the number of working hours by the contractor. Specifying a date and time on the Charge from and Charge to fields will automatically fill the Usage field. The hours and minutes are calculated based on the values in the Charge from and Charge to fields.
    Comments
    Specify additional information such as notes, reminders, details or clarifications related to your assignment.
  2. Tap Save to save your changes or Save and Close to save your changes and close the screen.
    Note: Tap History to show the details and changes made to the assignment. Tap Copy details to copy the assignment information to your clipboard.

Adding labor usage

  1. Specify this information:
    Task Type
    Select the task type from the list.
    Employee
    Select an employee from the list.
    Job class
    Specify the job class of the employee who completed the work.
    Pay type
    Specify the pay type for the employee who completed the work.
    Charge from
    Specify the starting date and time of the work done by the employee.
    Charge to
    Specify the date and time up to when the employee completed the work.
    Note: You can also tap Today, Yesterday or Last Week to adjust the schedule. Tap the check icon to save the specified date and time.
    Usage
    Specify the number of working hours by the employee. Specifying a date and time on the Charge from and Charge to fields will automatically fill the Usage field. The hours and minutes are calculated based on the values in the Charge from and Charge to fields.
    Comments
    Specify additional information such as notes, reminders, details or clarifications related to your assignment.
  2. Tap Save to save your changes or Save and Close to save your changes and close the screen.
    Note: Tap History to show the details and changes made to the assignment. Tap Copy details to copy the assignment information to your clipboard.

Adding fleet equipment type usage

  1. Specify this information:
    Task Type
    Select the task type from the list.
    Operator
    Select the employee name from the list.
    Fleet type
    Select the type of fleet equipment for the assignment.
    Charge from
    Specify the starting date and time of the equipment usage.
    Charge to
    Specify the date and time up to when the equipment will be used.
    Note: You can also tap Today, Yesterday or Last Week to adjust the schedule. Tap the check icon to save the specified date and time.
    Usage
    Specify the fleet equipment usage in hours. Specifying a date and time on the Charge from and Charge to fields will automatically fill the Usage field. The hours and minutes are calculated based on the values in the Charge from and Charge to fields.
    Comments
    Specify additional information such as notes, reminders, details or clarifications related to your assignment.
  2. Tap Save to save your changes or Save and Close to save your changes and close the screen.
    Note: Tap History to show the details and changes made to the assignment. Tap Copy details to copy the assignment information to your clipboard.

Adding fleet equipment usage

  1. Specify this information:
    Task Type
    Select the task type from the list.
    Operator
    Select the employee name from the list.
    Fleet asset
    Select a fleet equipment asset from the list.
    Charge from
    Specify the starting date and time of the asset usage.
    Charge to
    Specify the date and time up to when the asset will be used.
    Note: You can also tap Today, Yesterday or Last Week to adjust the schedule. Tap the check icon to save the specified date and time.
    Usage
    Specify the fleet equipment usage in hours. Specifying a date and time on the Charge from and Charge to fields will automatically fill the Usage field. The hours and minutes are calculated based on the values in the Charge from and Charge to fields.
    Comments
    Specify additional information such as notes, reminders, details or clarifications related to your assignment.
  2. Tap Save to save your changes or Save and Close to save your changes and close the screen.
    Note: Tap History to show the details and changes made to the assignment. Tap Copy details to copy the assignment information to your clipboard.

Adding plant equipment type usage

  1. Specify this information:
    Task Type
    Select the task type from the list.
    Operator
    Select the employee name from the list.
    Plant type
    Select the type of plant equipment for the assignment.
    Charge from
    Specify the starting date and time of the asset usage.
    Charge to
    Specify the date and time up to when the asset will be used.
    Note: You can also tap Today, Yesterday or Last Week to adjust the schedule. Tap the check icon to save the specified date and time.
    Usage
    Specify the plant equipment usage in hours. Specifying a date and time on the Charge from and Charge to fields will automatically fill the Usage field. The hours and minutes are calculated based on the values in the Charge from and Charge to fields.
    Comments
    Specify additional information such as notes, reminders, details or clarifications related to your assignment.
  2. Tap Save to save your changes or Save and Close to save your changes and close the screen.
    Note: Tap History to show the details and changes made to the assignment. Tap Copy details to copy the assignment information to your clipboard.

Adding plant equipment usage

  1. Specify this information:
    Task Type
    Select the task type from the list.
    Operator
    Select the employee name from the list.
    Plant asset
    Select a plant asset from the list.
    Charge from
    Specify the starting date and time of the asset usage.
    Charge to
    Specify the date and time up to when the asset will be used.
    Note: You can also tap Today, Yesterday or Last Week to adjust the schedule. Tap the check icon to save the specified date and time.
    Usage
    Specify the plant usage in hours. Specifying a date and time on the Charge from and Charge to fields will automatically fill the Usage field. The hours and minutes are calculated based on the values in the Charge from and Charge to fields.
    Comments
    Specify additional information such as notes, reminders, details or clarifications related to your assignment.
  2. Tap Save to save your changes or Save and Close to save your changes and close the screen.
    Note: Tap History to show the details and changes made to the assignment. Tap Copy details to copy the assignment information to your clipboard.

Adding extra item usage

  1. Specify this information:
    Task Type
    Select the task type from the list.
    Extra item
    Select the extra item from the list.
    Charge from
    Specify the starting date and time of the item usage.
    Charge to
    Specify the date and time up to when the item will be used.
    Note: You can also tap Today, Yesterday or Last Week to adjust the schedule. Tap the check icon to save the specified date and time.
    Usage
    Specify the item usage in hours. Specifying a date and time on the Charge from and Charge to fields will automatically fill the Usage field. The hours and minutes are calculated based on the values in the Charge from and Charge to fields.
    Comments
    Specify additional information such as notes, reminders, details or clarifications related to your assignment.
  2. Tap Save to save your changes or Save and Close to save your changes and close the screen.
    Note: Tap History to show the details and changes made to the assignment. Tap Copy details to copy the assignment information to your clipboard.

Adding tool usage

  1. Specify this information:
    Task Type
    Select the task type from the list.
    Tool
    Select the tool from the list.
    Charge from
    Specify the starting date and time of the tools usage.
    Charge to
    Specify the date and time up to when the tool will be used.
    Note: You can also tap Today, Yesterday or Last Week to adjust the schedule. Tap the check icon to save the specified date and time.
    Usage
    Specify the tool usage in hours. Specifying a date and time on the Charge from and Charge to fields will automatically fill the Usage field. The hours and minutes are calculated based on the values in the Charge from and Charge to fields.
    Comments
    Specify additional information such as notes, reminders, details or clarifications related to your assignment.
  2. Tap Save to save your changes or Save and Close to save your changes and close the screen.
    Note: Tap History to show the details and changes made to the assignment. Tap Copy details to copy the assignment information to your clipboard.

Adding material usage

You can record materials that are received directly from vendors on-site by using the Direct Shipment costing method and vendor tracking. This process captures financial records, inventory transactions, and vendor obligations in real time. As a result, project costing is more accurate and administrative delays are reduced.
  1. Specify this information:
    Transaction Type
    Select the transaction type from the list
    Note: You can record materials that are received directly from vendors on-site by using the Direct Shipment costing method and vendor tracking. This process captures financial records, inventory transactions, and vendor obligations in real time. As a result, project costing is more accurate and administrative delays are reduced. You must configure the Stock Area, Part, Vendor and Vendor Part Number in the Operations and Regulations back office before using Direct Shipment.
    Stock Area
    Select the stock area from the list
    Part
    Specify the part number and description
    Employee
    Select the employee on site
    Receiving Employee
    Specify who the receiving employee is
    Charge Date
    Specify the date that the material will be used
    Note: You can also tap Today, Yesterday or Last Week to adjust the schedule. Tap the check icon to save the specified date and time.
    Quantity
    Specify the quantity of materials required
    Task Type
    Specify the task related to this resource
    Unit Cost
    Specify the cost per material
    Comments
    Specify additional information such as notes, reminders, details or clarifications related to your assignment.
  2. Tap Save to save your changes or Save and Close to save your changes and close the screen.
    Note: Tap History to show the details and changes made to the assignment. Tap Copy details to copy the assignment information to your clipboard.