🗺 Site Pages

The site is split into separate pages, each focused on a different part of the project. Use the top navigation bar to move between them.

Some pages and sections are only available depending on your access level. Contact Glen or Kylie if something you need isn't showing.

🏠 Today Page

The Today page is the daily dashboard — what's happening on site right now.

📋 Today tab

• Progress & Open Items — snapshot of overall completion and outstanding scope
• Contract Milestones — status and trigger description for each milestone
• Active Tasks — today's relevant tasks with a checkbox. Tick to mark done for the day; resets daily.
• Phase Timeline — visual bar of current phase progress
• Scope Tracker summary — open items count by category

🖨 Print Day Sheet

The Print Day Sheet button produces a clean printout of the current Today view — navigation and buttons are hidden.

1. Go to the Today page
2. Click 🖨 Print Day Sheet
3. Print from your browser or save as PDF

👥 Updating Contacts

All contacts live on the People page — suppliers, tradespeople, bank, council, and so on.

Edit an existing contact

1. Go to People from the top nav
2. Find the person's card — use the search bar or role filter to narrow down
3. Click the ✏ Edit button on their card
4. Update name, company, phone, email, role, or notes
5. Click Save — saves to the server immediately

Add a new contact

1. Click + Add Person
2. Fill in the details — the Role field links them to the Finance page
3. Click Save

✅ Tasks & Programme

Tasks live in Schedule → Programme, organised by phase.

Add a task

1. Go to Schedule → 📋 Programme tab
2. Click the chevron ▼ to expand the phase you want
3. Click + Add Task at the bottom of the phase
4. Enter the task name, assigned role, start date, and status
5. Click Save

Update a task's status

1. Expand the phase containing the task
2. Click the status badge on the task row
3. Select the new status — saves automatically

Today's tasks

The Today page shows tasks relevant for the current day. Tick the checkbox next to a task to mark it done — resets each day.

📎 Files & Documents

Supplier documents

Attach documents (quotes, invoices, certificates) to contacts via Finance → Commercials.

1. Go to Finance → 💱 Commercials tab
2. Find the contact in the Contacts & Documents panel
3. Click 📎 Upload
4. Select a file — PDF, PNG, JPG, DOCX supported
5. The file appears as a link on the card immediately

Product documents

Each product card in Project → Products tab shows attached documents as 📎 links — click to open.

Signed contracts & certificates

1. Go to Finance → 💱 Commercials tab
2. Scroll to the 📑 Signed Contracts panel
3. Click + Add Signed Document
4. Choose a type, add a label, and upload the file
5. Click Upload & Save

Site photos

1. Go to Today → Site Photos section
2. Click 📷 Upload Photo
3. Select JPG/PNG files and add a caption

Supported formats: PDF, PNG, JPG, JPEG, DOCX, XLSX. Max file size: 10MB.

💰 Finance

💳 Financials tab

Records all financial transactions — payments, invoices, and so on.

1. Click + Add Row
2. Enter date, description, supplier, and amount
3. Set status: paid, pending, invoiced, or overdue

Click a row's description or supplier field to edit it inline.

💱 Commercials tab

• Project Readiness — click 🟢 🟡 🔴 to update the traffic light status for each item. Status shows on the Today page.
• Contacts & Documents — upload supplier documents and add notes per contact
• Signed Contracts — store executed contracts, certificates, and insurance docs

📋 Job Log

Records on-site attendance — who was there, when, and what was done.

Add an entry

1. Go to 📋 Job Log in the top nav
2. Click + Add Entry
3. Set the date, role, time in, time out, and notes about what was done
4. Click Add Entry — duration is calculated automatically

Click directly into the Outcome / Notes field on any row to edit — saves when you click away.

The stats bar shows total days on site, total hours, and this month's count.

📅 Schedule & Calendar

Programme tab

The build programme is divided into phases. Each phase contains tasks with statuses, assigned roles, and dates.

• Click a phase header to expand or collapse it
• Use Expand All to see everything at once
• Drag to reorder tasks within a phase

Milestones tab

Contract milestones showing status and trigger description for each payment stage.

Calendar tab

Monthly calendar showing phase task dates, milestones, and scheduled trade dates. Use ← → arrows to navigate months.

⚙ Admin Tools

📦 Data Migration

One-time tool to move data from the old site's local storage to the server. Check the data after migration to confirm everything transferred.

✅ Todos

Internal task list. Add, complete, and delete action items.

🔐 Access Control

Manage which pages and sections each user can see. Toggle individual pages and content tabs on or off — changes take effect immediately and are logged in the audit panel.

🔑 Passwords

Change the login password for any user.

1. Select the password file (Admin or Trade)
2. Select the username
3. Enter the new password (minimum 8 characters)
4. Click Update Password

🩺 Diagnostics

Server health — Apache, TLS, disk, memory, PHP version, fail2ban, and data file inventory.

📜 Access Log

Recent Apache access log for the site. Filter by request type, errors, or auth failures. Use the search box to find entries by IP or URL.

💡 Tips & Shortcuts

General

• Most fields save automatically when you click away — look for the ✓ Saved toast bottom-right
• Your login name shows in the top-right of the nav bar
• Each page is independent — use the browser back button normally

People page

• Phone numbers are tap-to-call on mobile
• Email addresses open your mail client when tapped
• Use the role filter to quickly find tradespeople by type

Job Log

• Duration is auto-calculated from time in/out
• Filter by role to see specific trade entries

Keyboard

• Hard refresh: Ctrl+Shift+R (Windows) or Cmd+Shift+R (Mac)
• Print: Ctrl+P or use Print Day Sheet on Today

🔧 Troubleshooting

Page won't load or shows a spinner

• Check your internet connection
• Try a hard refresh: Ctrl+Shift+R or Cmd+Shift+R
• Check server status in Admin → 🩺 Diagnostics

Login keeps asking for a password

• Check your username and password are correct (case-sensitive)
• Contact Glen or Kylie to reset your password

Changes aren't saving

• Check the ✓ Saved toast appears after editing
• Admin → 🩺 Diagnostics → data_dir should show "writable"
• Try logging out and back in

File upload fails

• Check the file is under 10MB
• Supported types: PDF, PNG, JPG, DOCX, XLSX

A page or section isn't visible

• Some pages and tabs are only available to certain accounts
• Contact Glen or Kylie if you think your access needs adjusting

Still stuck?

Check Admin → 📜 Access Log for any errors, or contact Glen.