Machete User Manual - Log on to hire a Casa Latina worker.
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1. Receive email updates No Created online No Notes h Manager information When a change is detected the Save button changes color from blue to green indicating a Save is necessary If the user attempts to leave the page a dialog box asks the user to verify if the really intended to leave without saving the changes Note This dialogue box does NOT allow users to save their changes The user must click Cancel and then click the save button located on the top left part of the tab 2 5 DataTables Machete includes specialized functions that were created using the DataTables technology 2 5 1 Search Box Each page in Machete includes a search box which automatically searches the page s list of records for text as it is being entered There is a 400 ms second delay on searching to reduce the load on the Machete database Most fields displayed in the list will be searched with the exception of Updated by fields These fields are seldom searched and increase search load for all searches so they are excluded 2 5 2 Table Entries Per Page This option controls how many rows are displayed in a table at a given time The default number is set relatively low because it reduces processing load and time on the server 8 Chapter 2 Interface Overview Machete User Manual Release 1 9 1 List Employers Create New Employer Search Address 1 City Phone number Date updated Updated by Created online Gonzo Marco 12. and Create New Employers tabs lt Some fields are required in order to save a record If a user attempts to save the record without filling out a required field the field is highlighted in red and an error message is displayed List Employers Create New Employer Save Address 1 required Address 2 required Tip codo Active employer Yes bl Duplicate Employer No r Created online No v Manager information A name is is a business No e An adddress is Phone number required Cell phone A city is required Email address A state is Employer referred by choose Zip code Other reference Participate in blog No e Receive email updates No bd At least one phone number is 2 3 Required Fields Machete User Manual Release 1 9 1 Required fields exist to ensure that all necessary information for processing an order or managing a worker is collected 2 4 Discard Changes Warning All pages in Machete detect when changes are made to a record and warn you if you attempt to leave a page without saving the record List Employers Create New Employer Joseph Smith Save Delete Name Josep Discard changes gt Address 1 317 1 Changes were made to one of the open records To save your changes cick cancel and then save your work To discard click ok Address 2 City Seattl OK Cancet State WA Tip code 98144 Other reference Active employer Yes Participate in blog No Duplicate Employer No
3. filled The page provides several methods of filtering the lists to find workers with skills necessary for an assignment It also provides an interface for recording lottery selections using a bar code scanner 2 1 5 Persons Page The Persons Page provides access for searching creating editing and deleting person records It also provides access for creating worker records events and managing a person s activity attendance This functionality is located in the Persons Page and not the Workers Page because a person record must be created first A worker record is created afterward 2 1 6 Workers Page The Workers Page provides access for searching editing and deleting worker records The Worker Page allows users to search by worker name and membership number and the list can be sorted in various ways 2 1 7 Activities Page The Activities Page manages activities within Machete Users can create edit and delete Activity records The Activities Page also registers members attendance for a given activity Activity registration works in the same manner as the daily attendance registration on the Worker Sign in Page 2 1 8 Worker Sign In Page The Worker Sign In Page records daily registration of workers into Machete using either aa bar code scanner or the membership number of the worker entered manually by keyboard Each worker must sign in to Machete to be eligible to participate in activities and receive work assignments 2 2 Pa
4. 546 Castleton Ave Staten Island 718 420 6466 7 31 2013 1 36 08 AM jadm n False Hilda Strom 317 17th Ave 5 Seattle 206 956 0779 7 31 2013 1 39 00 AM jadm n False Chris Lubbs 2981 Bowen St Graton 707 829 1864 7 31 2013 1 40 18 AM jadmin False Blue Red 11888 Bel Red Rd Bellevue 206 555 1212 8 17 2013 5 54 45 PM chaim eltyah False Jose Girardo 123 Any Street Graton 702 123 4567 9 4 2013 11 48 01 AM chaim eliyah False Heather Spin 4 Sunny St Seattle 555 555 5555 9 10 2013 2 59 41 PM chaim eltyah False Julie Villaire 138 Toy boat Ave Santa Cruz 831 566 0411 9 11 2013 5 32 03 PM jadmin False Oscar Meyer 10 Hotdog Way Mountain View 650 555 5555 9 12 2013 4 56 34 PM Robin Goka False Rich Smith 25 5 El Camino Real Mountain View 650 902 1189 9 12 2013 4 56 45 PM Ana Cruz False Jerry Louis 456 Blah St Seattle 867 768 8768 9 12 2013 5 13 06 PM chaim eliyah False 2 5 3 Pagination The pagination arrows move through pages of table data Each click will make a call to the database to fetch a new set of records to display in the table 2 5 DataTables 9 Machete User Manual Release 1 9 1 10 Chapter 2 Interface Overview CHAPTER THREE HOME PAGE The Home Page offers a landing page for Machete news and information when a user logs into their account The Home Page can also be accessed at any time during a Machete session by clicking on the Machete logo at the top left corner of the interface 3 1 Home Page Tabs The home page contai
5. ML page This refreshes all the information on the page from the server Clicking on the link for the page you are already viewing will cause the page to be re loaded and refreshed 2 1 1 Reports Page The Reports Page includes a variety of internal reports on amount of jobs dispatched average wages total earnings activity attendance and others Reports are categorized by time period Daily Weekly Monthly and Yearly Reports on the data that Machete collects are also available through any SQL compliant tool Administrators and Managers may use SQL Server Reporting Services SSRS but this is a separate component not available with the free version of SQL Server Machete User Manual Release 1 9 1 2 1 2 Employers Page The Employers Page provides access for searching creating editing and deleting employer records The Employers Page is also the primary location for users to create work orders and work assignments The work order and work assignment creation is embedded in the employer page because work orders and assignments are always associated with a particular employer 2 1 3 Work Orders Page The Work Order Page provides summary and management functionality for work orders It does not provide creation functionality see the Employers Page for more information 2 1 4 Dispatch Page The Dispatch Page show side by side the list of workers signed in to Machete for the day and the list of work as signments that need to be
6. Machete User Manual Release 1 9 1 Savage Learning LLC March 10 2014 Introduction How does Machete work How do I login to Machete User Accounts Bilingual Support 1 1 1 2 1 3 1 4 1 5 Interface Overview Navigation Menu 2 1 2 2 23 2 4 2S Home Page Home Page Tabs EN Terminology Person Record Worker Record Employer Record Work Order Record Pending Orders 4 1 4 2 4 3 44 4 5 4 6 4 7 4 8 4 9 4 10 4 11 4 12 4 13 Required Fields Discard Changes Warning Complete Orders Cancelled Orders Expired Orders Work Assignment Worker Sign in Record CONTENTS NNN eS o O NADAMA CHAPTER ONE INTRODUCTION Machete is a web application customized to manage a day labor referral service Machete tracks work order requests made by employers looking for short term casual labor It also provides a means for matching laborers with specific skillsets to requests made by employers for skilled casual labor Machete performs the following tasks 1 Stores basic contact information for all persons associated with the Machete system 2 Stores biographical and membership information on for all members associated with the organization 3 Records daily member attendance using an identification number through either a bar code scanner or the key board 4 Captures employer work order and work assignment details into a relational database 5 Provides a fast flexible method of dispatching workers to
7. ers who travel to the work site and perform work for the employer 2 Chapter 1 Introduction Machete User Manual Release 1 9 1 Managers and Dispatchers review the orders and mark then Complete or Cancelled The information is captured in Machete s database and used for reporting The diagram below illustrates the basic work flow of creating orders in Machete At the end of the process the Manager marks that the order is complete by activating the order Active orders are visible in the Dispatch page and are able to be assigned workers Status pending Status complete Status active Machete workflow 1 5 Work flow Machete User Manual Release 1 9 1 4 Chapter 1 Introduction CHAPTER TWO INTERFACE OVERVIEW The Machete interface is a combination of multiple technologies HTML Query and DataTables A lot of functional ity is packed into the page so to describe it properly the following diagram identifies and labels the various functional points The subsequent paragraphs describe the functions in more detail List tab Create tab Record tab Language Menu links Table entries arch per page Sea DOX nn it Pagination 2 1 Navigation Menu Every Machete page has a row of gray boxes which is known as the Navigation Menu each box contains an HTML link to a different Machete page providing access to various areas of the application The links cause the browser to load a new HT
8. ge Tabs Within each page Machete uses tabs to divide different areas of functionality Each page in Machete has its own tabs with functions specific to the page Subsequent sections of the User s Manual will define and discuss page specific tabs 6 Chapter 2 Interface Overview Machete User Manual Release 1 9 1 Tabs are intentionally designed to reload automatically so that information is current Employer and work order lists will refresh automatically to include newly created records as soon as the user has saved the record When the user returns to a previous tab that tab will also be re loaded Each page has a set of default tabs that cannot be closed as well as contingent tabs that temporarily display records for particular work orders employers people and activities MACHETE PELA Rapa List Employers Create New Employer Save Name Melvin Fairell Address 1 2222 Washigton Blvd Address 2 City Pasadena State CA Tip code 91104 Active employer Yes Duplicate Employer No e Created online No Notes Machete page tabs on the 2 3 Required Fields Employers Pag Welcome KC Bridges Settings Logoff Englist Espanol Melvin Fairell ls a business No Phone number 626 399 5478 Cell phone Email address melvin22 gmail com Employer referred by choose Other reference Participate in blog No g Receive email updates No that the List Not Delete Employers
9. ng Orders A pending order is a new order or an incomplete order or an order not yet marked active 4 6 Active Orders An active order is an order that has at least one work assignment and has been marked active 4 7 Complete Orders A complete order has had all of it s assignments filled with workers and marked as complete 13 Machete User Manual Release 1 9 1 4 8 Cancelled Orders Orders cancelled by the employer 4 9 Expired Orders Orders that could not be fulfilled either because no worker was available or no worker with the specific skill required could be found in time for the job 4 10 Work Assignment A work assignment is part of a work order One assignment is created for each worker needed 4 11 Dispatch Dispatch is the process of assigning a worker who has signed in for the day to an active work assignment 4 12 Worker Sign in Record A sign in occurs when a worker signs in to Machete A sign in is required for the worker to appear in the Machete Dispatch page 4 13 Skills Every work assignment requires the selection of the skills necessary to complete the work Some skills are general skills such as digging that any worker can fulfill Other skills are specialty skills which limit which workers are eligible to be assigned to the work assignment 14 Chapter 4 Terminology
10. ns a number of tabs that provide general information on Machete 3 1 1 Machete News The Machete News Tab contains information about the latest updates to Machete This information is static HTML and is updated by editing the Views Home Index cshtml file in the IIS Machete directory 3 1 2 Issue Tracker The issue tracker tab is a simple tab that contains an external link to an open source issue tracker page Internet access 1s required to access this link 3 1 3 Wiki The Wiki tab contains an external link to this User Manual s Wiki page hosted on github com 3 1 4 Documentation The documentation tab contains links to PDF and Zip versions of this documentation generated using automated tools from the Machete Wiki 3 1 5 About The about tab contains basic information about Machete including the technology used to create 1t and the origin of the name 11 Machete User Manual Release 1 9 1 12 Chapter 3 Home Page CHAPTER FOUR TERMINOLOGY Within Machete there are some terms that have a specific meaning 4 1 Person Record A person record contains basic information about an individual in Machete 4 2 Worker Record A worker record is a companion to the person record and is linked to the person record 4 3 Employer Record An employer record is a person or business that calls to hire a worker 4 4 Work Order Record A work order record is a request by an employer for one or more workers 4 5 Pendi
11. well as give their first and last name Using a real first and last name is important because the name of the user will be logged whenever he or she makes a change to a record 2 A user may also click on the Google or Microsoft buttons at the bottom of the Register page This will allow the user to automatically sign in with the contact information and details of their Google or Microsoft accounts MACHETE Logon English Espa o TOS Log on Machete Account Information User name Password Remember me Logon Use another service to log in Google Microsof Machete User Log On Pag More detailed user account management information is available in the Configurations Page section 1 4 Bilingual Support Machete has the capability to support muliple display languages As of 2013 1t supports English and Spanish More languages can be added in future updates The links to switch between English and Spanish are in the upper right hand corner of every page A user can switch between English and Spanish anywhere in the application 1 5 Work flow Machete manages work orders through a simple work flow process Work orders start the process marked as Pend ing until they have sufficient information to proceed Once orders are ready they are marked Active making their assignments visible on the Dispatch Page From the Dispatch Page workers are assigned to assignments for a given day Print outs of the orders are given to the work
12. work orders based on English level skill level and employer requests 6 Captures class assembly and special activity attendance 1 1 How does Machete work Machete is a client server web application that supports most major web browsers Firefox Chrome Safari and Internet Explorer Machete is installed on an IIS web server and connected to a MS SQL database Many clients can simultaneously use Machete as long as they have reliable network connectivity between the web client and the server The web client server framework provides a great deal of flexibility but also comes with it s own quirks and restraints 1 2 How do login to Machete To access Machete use a compliant web browser and go to the Machete web server URL Your site administrator will be able to tell you the URL to access your instance of Machete You will need a login and password to sign in to Machete You can register for an account by clicking in the Logon link in the upper right hand corner of the Machete page A manager or dispatcher will need to give your account permission to use Machete Machete User Manual Release 1 9 1 1 3 User Accounts To access Machete a user must create a user account AND an administrator must grant privileges to access certain facets of the system There are two methods of creating a Machete account 1 The user may click on the Register link This link will prompt the user to give their email and create a password as
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