TABLE OF CONTENTS
- Chapter 1
- Chapter 2
Introduction To SenseHawk Work
SenseHawk Work is a one-of-a-kind map-based productivity and task management tool. It allows users to create tasks, attach files, and fill out forms associated with elements on the site map. Using the digital twin of the solar plant present on the SenseHawk platform, users will be able to create complex workflows involving actual components of the solar power plant. Some of the tools and their use cases are shown below:
SenseHawk Work allows you to create tasks directly on the map and associate them with components on the digital twin of the solar power plant. For instance, EPC teams performing multipoint QC checks can create complex checklists and attach them to individual components on the solar farm.
FIGURE 1: TRACKER QC OPERATIONS CAN BE SET UP DIRECTLY ON THE DIGITAL TWIN OF THE SOLAR POWER PLANT
USING TASKS ASSIGNED TO INDIVIDUAL TRACKER ROWS
FIGURE 2: QC TASKS LISTS CAN BE ASSIGNED TO ONE OR MORE TEAMS ON THE FIELD. CHECKLISTS, ONCE COMPLETED, CAN BE EXPORTED TO EXCEL, ELIMINATING THE NEED FOR PAPER FORMS
Users on the field can also create ad hoc tasks while walking around the site. For example, a user may notice a broken module on the site, take a photograph using a mobile phone, and create a task alerting the supervisor of the defect, which can also be viewed on the desktop application.
FIGURE 3: USERS CAN TAKE PHOTOGRAPHS OF DAMAGE ON THE SITE AND CREATE TASKS ON THE MOBILE APPLICATION FOR THE SUPERVISOR TO FOLLOW UP ON BACK AT HQ
Task information can be analyzed on SenseHawk Work's reporting dashboards or easily exported into Excel for further analysis. This is particularly useful in the case of punch lists and QC activities, where a large number of tasks need to be tracked.
FIGURE 4: MONITOR COMPLETION STATUS OF TASKS, ANALYSE PRODUCTIVITY, AND MORE ON THE SENSEHAWK WORK DASHBOARD
FIGURE 5: EXPORT TASKS, ALONG WITH CHECKLIST DATA, ATTACHMENTS, AND OTHER INFORMATION TO EXCEL
- SenseHawk Work User Guide
SenseHawk Work User Guide
Creating Tasks on Maps
1. On the organization Home page, click on the desired asset
2. With the digital twin in place, users can assign tasks and checklists anywhere on the map. When the digital map or the terrain view of the site opens, click on 'Create Task' and then click anywhere on the map.
3. In the Task dialog box, enter the task name, preferably denoting the issue raised to address or with keywords that capture the essence of the issue statement.
4. Choose a category from the drop-down and click on 'Create', and your task will be successfully raised.
Adding details to a raised task
1. Clicking on 'Create' will open a maximized/detailed task view.
2. Add tag(s) to the task to classify it under a particular category. Keeping track of all the tasks with the same tag enables seamless workflow management by monitoring a defined sequence of issues arranged under a single roof.
Note: To add more tags, type in the tag name and hit enter.
3. Fill up each of the enlisted options in the task to make it functional:
You can choose to assign specific tasks rights to members in your organization.
Note: The assignee can be a single user, multiple users, or a team.
You can prioritize a task to critical, high, medium, or low. Priorities can provide actionable operational insights to problem solving. A task's priority can be changed anytime.
Add a description of the entire task.
Attach files from the local device or from cloud services like Google Drive/ Dropbox.
View the entire log of activities or actions performed on the task.
Detailed checklists can be attached to tasks, allowing complex tasks to be easily broken down and managed on the field. A task allows indefinite nesting or multiple checklists to be incorporated.
- To create a checklist within a task, click on 'New Checklist' and add any number of checklist items.
- Each item within a checklist can have an assignee. Small tasks can slip through the cracks often when the project is big and involves many people working remotely. Assigning an individual to each item keeps them liable and prevents any one person from being overwhelmed. This also increases self accountability by increasing visibility for who is doing what and when.
- For more options - to rename, add sub-item, add notes, attach files, or delete the item entirely - click on the ellipses within an item in the checklist.
- Once the checklist is ready, click on the ellipses for options. You can save the checklist as a template and load it directly in tasks that are raised later in time.
Every project requires some tasks to be performed repeatedly at equal or unequal time intervals. The one-click automatic scheduling feature helps create a periodic activity schedule.
- Within a task, click on 'Set Schedule'.
- Select the dates you want the maintenance activities to repeat (week, month, or year). For instance, if an activity is to be performed on the 3rd, 14th, and 24th of every month, choose 'Monthly' from the frequency drop-down and select the dates.
- Check the 'Repeat Forever' radio button for any activity that does not have an end of life date.
- Click on 'Save', and your activity will be scheduled.
Once a task has been raised, it is the assignee's job is to resolve the issue or complete the task. If the assignee needs to gather more information from the requester, they can add comments. These can be read by anyone who has access to the task.
- Scroll down to the comments section.
- To start a 'Conversation', type in your remarks. Use '@' symbol to tag anyone within the organization for a direct conversation. The tagged individual will be notified about your comment via email.
- Rich text formatting is enabled for the task comments. This means that you can attach images as well as add links and emojis to your comments.
- To send/enter the comment, click on the send icon on the bottom right corner of the comment box.
- Once the comment is added, the task assignee, the composer, and any member tagged in the comments will be notified via email (unless the notification trigger is disabled).
- If anyone responds to the email notification or comments on the task, their responses are added as a comment to the task.
Tasks also can be saved and loaded from templates to serve as a module for future tasks. An entire new task can be created from these templates.
- Click on the settings/gear icon on the top-right corner of the task.
- Select 'Save as Template'. The following window pops open:
- You can select the 'sharability' (add image?) depending on whether or not you want the template to be visible to others. You can further choose to have every item of the task included in the template or select the specific features you want to retain for use in a similar kind of task in the future.
Creating Tasks With Template
You can create tasks easily using templates using the following steps:
- Click anywhere on the map and select 'Create Task' from the vertical menu on the left side of the map.
- Enter the task name, choose a category from the drop-down, and click 'Create using task template'.
- Select the template and click on 'Create'.
Alternatively, if the task has already been created and you would like to load the task's details as per a task template:
- Open the task and select 'Load from Template'. The following window open:
- You can choose to have the entire template included in the new task or select the specific features you want to retain for the present task.
- Clicking on the star icon beside the task name will flag the task or mark it as a 'favorite' and help filter such tasks in your report.
- The current status of a task can be modified to 'Pending', 'In-progress', 'Resolved', 'Closed', or 'Rejected' by clicking on the status drop-down button.
- Clicking on the 'Watch' button on the top-right corner and adding a member or team allows them to keep an eye on every activity being performed against the task in real-time.
Bulk Creation of Tasks
In addition to templates, the tasks application support bulk creation of tasks based on the vector attribute. This is particularly useful when doing component QC (either 100% or sampled) and allows site managers or technicians to effortlessly and quickly raise numerous tasks. To create tasks:
- Go to the map view of the asset and click on the Feature filters icon.
- Select the Property type and the Values depending on where the issues exist. Click on 'Apply'.
- As the vectors on the map become visible, select them all (HOW?) and click on 'Create task'.
- To create bulk tasks, enter Task Name, choose a Category and click on the check box 'Create using task template'.
- The tasks are created for the selected vectors on the map.
Note: Selection of vectors can also be done by holding the 'Shift Key' + Selecting the individual vectors on map or by holding the 'Shift Key' + dragging the pointer and selecting the vectors.
The task application dashboard provides an at-a-glance summary of all the tasks raised. Based on your authorization, you can conveniently view tasks raised, perform actions, use advanced sorting or filtering to shortlist tasks. The tasks application also gives you the Kanban view and the calendar view to perform actions.
How to access tasks application?
1. On the organization 'Home' page click on Tasks in the left-hand column.
2. The application opens up with the list of all tasks that have been raised so far. The task list can be sorted by clicking on any of the items like 'Category', 'Priority', 'Due Date', 'Assignee', or 'Status'.
3. You can click on 'Filter' and enter your filters to create shortlists.
4. Other quick task filters include by Assets or Assigned to me (the user who is logged in or accessing the tasks application).
5. The tasks application also provides different views based on status or due date.
- The Kanban View: Use the Kanban view to reduce work-in-progress, and maximize efficiency. Easily monitor the status of the task and to change the status, drag the task and move it to the desired status to change the status of the task.
- The Calendar View: Use the calendar view to choose your layout and specify how much of your Calendar data you see at once. You can choose between 'Day', 'Week', 'Month'. Click and drag a task in this view to easily change the due date of the task.
6. View all the available templates in the 'Templates' section. Click on the template to edit the details.
7. Similarly, to view and edit the checklist templates, click on 'Checklist'.
8. To view asset-specific tasks, click on an asset on the Home page and go to Tasks in the left-margin menu. This will filter out all the tasks specific to the selected asset.