Workload Board

1. Getting started / Sign in

Open the board's web address. Cloudflare asks for your @solidrocksteel.com email and emails you a one-time code; type it in and you're on the board. Only the six board users can get in.

• Assignees: Freddy, Rey, Kristine, Ferdinand, Ben, Simon
• Your name (top right) comes from that sign-in; it decides your editing rights. Sign out ends the session on this browser.
• Online avatars show who has the board open (updated about every 15 seconds).
• The sign-in lasts for the session length Simon set in Cloudflare (default 24 hours); after that you get a new code by email.

2. Board layout

Columns left → right:

1. Hold for Questions
2. Not Started
3. IFA Prep
4. IFA
5. BFA
6. BFA RAN
7. BFA R & R
8. IFC Prep
9. IFC

When Priority filter = Mine, a My Priorities column appears on the right (see 7). The legend under the summary strip explains each status. The Details pane on the right is open by default; use the toolbar Hide details / Show details button to toggle it (remembered in this browser).

3. Tiles / cards

Each card shows Job #, Item # (I #), Unit # (U #), Trans # (Tx #) and a version chip (v1, v2…) across the top, the Description, then the assignee and on the right:

• a blue RFI n chip = number of Open RFIs (answered ones aren’t counted)
• a red Issues badge when Current issues that must be resolved has text
• the priority (P1, P2… or On Hold; “—” = Not Assigned)

Click a tile to open it in Details. Cards you are allowed to move also show a small Move button (status picker); cards you can’t edit have no Move button and snap back if dragged.

4. Workflow

Cards move one step at a time along allowed edges (drag, the Details Status dropdown, or Move). Illegal jumps show a toast and are blocked.

On phones/tablets: swipe sideways between columns; use the card Move button (or long-press a card) to change status — HTML5 drag is unreliable on touch. The picker greys out statuses you can’t move to.

• Not Started → IFA Prep → IFA
• From IFA, pick one branch: BFA or BFA RAN or BFA R & R (not a chain through all three)
• BFA or BFA RAN → IFC Prep → IFC
• BFA R & R does not go to IFC Prep — use New version (starts at Not Started; then move into IFA Prep)
• One step backward along those edges is OK (e.g. IFA → IFA Prep, BFA → IFA, IFC Prep → BFA, IFC → IFC Prep)
• Hold for Questions only from IFA Prep or IFC Prep, and it returns only to the prep column it came from
• Moving to IFA or IFC needs Unit # and Trans # (see 5). Status changes also update priority (6) and schedule dates (15)

5. Unit # / Trans # gate

Both Unit # and Trans # are required before moving to IFA or IFC (drag, Status dropdown, or Move).

• Empty or N/A does not count
• Current issues, RFIs and notes are optional

6. Priority rules

• Entering IFA Prep or IFC Prep (including coming back from Hold) always assigns the first free Priority # (1–15) for that assignee (or for the job when the Job # filter is on)
• Entering IFA or IFC clears priority to Not Assigned
• Hold for Questions → priority shows On Hold
• BFA / BFA RAN / BFA R & R stay Not Assigned until IFC Prep
• The Details Priority dropdown (Not Assigned, 1–15, On Hold) is Manager only. Picking a number slots the card in and renumbers the others 1…n with no gaps
• Drag-reorder in My Priorities renumbers 1…n (see 7)

7. Mine / My Priorities

Set the Priority filter to Mine to add a priorities column on the right. It lists that person’s ranked cards (P1–P15) in order, with On Hold cards at the bottom.

• Whose list: the Assignee filter if one is chosen (column reads “Name’s Priorities”); otherwise the person picked in Preview as (for a detailer), or your signed-in name
• As Manager with no Assignee chosen and not signed in, the column says Sign in or choose an assignee
• Drag cards up/down inside the column to reorder; priorities renumber 1…n. On Hold cards stay On Hold. Dropping here never changes a card’s status
• Only the Manager or that person can reorder their list

8. Create item Manager only

Click + Add new item (toolbar). This makes a draft: the Details pane opens as New item / “Add a work item”, and a “New item…” tile appears in Not Started. Drafts start at Not Started / Not Assigned, with Type, FM / Scan and Unit # blank.

• Fill Assigned to, Job #, Item #, Type, PM, Description, Drafting Manager notes, etc.
• The Create item button stays at the bottom of the form until you click it — assigning someone or filling fields does not create the card on its own
• Create item needs a Description or Job #; otherwise you’ll see “Enter a Description or Job # before creating.”
• A stuck draft that already has a Description, Job #, Item #, assignee or a status past Not Started becomes a normal card the next time the board loads, or as soon as you drag / Move it to another status
• Undo removes a draft you just added

9. New version Manager only

From Details, New version creates the next version (v2, v3…) in the same family and opens it. The older version stays on the board (hide it with Latest version only).

• Carries: Assigned to, Job #, Item #, Type, PM, Description
• Resets: Unit # / Trans #, FM / Scan, schedule dates, Current issues, RFIs, Drafting Manager notes, Detailer notes; priority → Not Assigned; status → Not Started
• Use for revise & resubmit (BFA R & R) or when you need to go back earlier than one workflow step
• Also use when an item was previously IFC but, due to significant changes, needs to go through the entire approval workflow again

10. Delete Item Manager only

In Details, Delete Item sits to the right of the narrower New version button (created cards only — not drafts).

• Clicking Delete asks Are you sure? with No and Yes
• No (or Escape / backdrop) cancels
• Yes removes the item from the board
• You can Undo in this browser session
• A delete log (last 500 deletes) is kept in this browser so deleted items stay off the board after reload

11. Latest version only

Toolbar toggle Latest version only hides older versions when a family has v2+ (single-version cards and drafts always show). While on, the button reads Show all versions — click it to see the full history again. Reset also turns it off.

12. Filters & summary strip

• Search matches Job #, Item #, Unit #, Trans #, Description, Current issues, Drafting Manager notes, Detailer notes, RFI # and RFI description (e.g. “RFI 78”), assignee and PM
• Filters: Job #, Assignee, Priority (All, Mine, Not Assigned, 1–15, On Hold), PM. With a Job # filter on, priority numbering is per job (see 6)
• On narrow screens, toolbar Filters / Hide filters shows or hides the filter controls
• Hide IFC / Show IFC collapses the shop-issued column
• Summary counts follow your filters. ITEMS is the visible total; the other tiles are clickable — In Progress, At Approval, Approval Returns, On Hold, Shop Issued — and highlight matching cards (click again to clear)
• Reset clears Search, filters, Latest version only and the summary highlight (Hide IFC stays as set)

13. Details pane

The Details pane is open by default. Toggle it with the toolbar Hide details / Show details button (remembered in this browser); Close in the pane or Escape also hides it. Click a tile to load it. Edits save when you leave a field.

• Header: Description, with chips for Job #, I #, version, Tx # and current status
• Top buttons: New version (narrower) and Delete Item Manager only. Detailers instead see a note saying what they can edit on this card, or that it is read only
• Assignment: Assigned to, Priority and Status on one row, with a short hint for the status under Status. Status follows the same rules as drag (Hold for Questions is listed last)
• Item: Job #, Item #, Type · Trans # (wide) + Unit # · PM + FM / Scan · Description
• Issues & notes: Current issues that must be resolved → RFIs → Drafting Manager notes Manager only → Detailer notes
• Schedule and Approval dates and day counts — see 15
• A draft shows Create item at the bottom (see 8)

14. RFIs (Requests for Information)

RFIs live in Details under Issues & notes, right below Current issues that must be resolved. Click + Add RFI to add a blank Open RFI. Each RFI has:

• RFI #, Status (Open / Answered), Date sent, Date answered, Work days (automatic), Description, and × to remove it (Undo brings it back)
• Entering a Date answered on an Open RFI marks it Answered. You can also change Status by hand (clearing the date does not reopen it — set Status back to Open)
• Work days = Mon–Fri excluding BC statutory holidays and Boxing Day (company holiday, see 15), counting both the sent and answered days. With no Date answered yet it counts to today and shows in blue; with no Date sent it shows “—”
• Open only (beside the RFIs heading) hides Answered RFIs and shows “n answered RFIs hidden”. It’s remembered in this browser for every card; click again to show all
• Tiles show a blue RFI n chip for the number of Open RFIs
• Search finds RFI # and RFI description. New version starts with no RFIs
• The assignee (on their own card) and the Manager can add / edit / remove RFIs; everyone else sees them read-only

15. Schedule dates

Dates fill in automatically with today’s date (Vancouver time) when a card’s status changes. A date is only filled if it is empty — existing dates are never overwritten, and moving backward doesn’t clear them.

• Enter IFA Prep → Start IFA prep (and the next free Priority #, see 6)
• Move to IFA → End IFA prep and IFA date
• Move to BFA, BFA RAN or BFA R & R → BFA date
• Enter IFC Prep → Start IFC prep (and the next free Priority #)
• IFC Prep → IFC → End IFC prep
• Enter Hold for Questions → IFA or IFC prep (Hold) for the phase you’re in; leaving Hold → the matching (Release) date

Day counts (automatic, both start and end days included). Every day count on the board — prep working days, Days on Hold, Total, days at approval and RFI work days — skips weekends, BC statutory holidays and the Solid Rock company Boxing Day:

• Working days (IFA / IFC prep) and Days on Hold: Mon–Fri excluding BC statutory holidays and Boxing Day
• # of days at approval: Mon–Fri excluding BC statutory holidays and Boxing Day, from IFA date to BFA date — or to today while there’s no BFA date yet; it freezes once the BFA date is set
• Total working days = IFA prep working days + IFC prep working days (so it also excludes weekends, BC statutory holidays and Boxing Day)

Holidays skipped (worked out automatically for every year) — BC statutory holidays: New Year’s Day, Family Day (3rd Mon of Feb), Good Friday, Victoria Day (Mon before May 25), Canada Day, BC Day (1st Mon of Aug), Labour Day (1st Mon of Sep), National Day for Truth and Reconciliation (Sep 30), Thanksgiving (2nd Mon of Oct), Remembrance Day (Nov 11) and Christmas Day. A holiday that lands on a Saturday or Sunday is skipped on the following Monday instead (e.g. Canada Day on a Sunday → Mon Jul 2).

Solid Rock company holiday: Boxing Day (Dec 26) is also skipped. If Dec 26 falls on a weekend — or on the Monday already taken by Christmas — the next working day off in lieu is skipped instead (e.g. 2026: Christmas Fri Dec 25, Boxing Day off Mon Dec 28; 2027: Christmas Mon Dec 27, Boxing Day Tue Dec 28). Easter Monday is not a holiday, so it counts as a working day.

16. Editing rights

Simon (Drafting Manager) has full rights. Detailers (Freddy, Rey, Kristine, Ferdinand, Ben) can view the whole board, use every filter and Help, and open any card’s Details.

• On cards assigned to you: move them (drag, Status dropdown, or Move) — all normal workflow rules still apply (one step, Unit # / Trans # gate, Hold rules, BFA R & R needs New version), and moves still set priority and schedule dates automatically
• On your cards you can edit Unit #, Trans #, FM / Scan, Current issues, RFIs (add / edit / remove) and Detailer notes
• Drag-reorder your own My Priorities; Undo / Redo works for your own changes
• Manager only + Add new item / Create item, New version, Delete Item, Assigned to, the Priority dropdown, Job #, Item #, Type, PM, Description, Drafting Manager notes, manual schedule dates, and anything on other people’s (or Not Assigned) cards
• Other people’s cards open read-only (“Read only — assigned to …”). Fields you can’t change are greyed out, their tiles have no Move button, and dragging one snaps back with “Only Simon or the assignee can move this card”

17. Undo / Redo

Use the toolbar Undo / Redo buttons, or Ctrl/Cmd+Z and Ctrl/Cmd+Y (Shift+Z also redoes) when you’re not typing in a field. Undo covers status moves, priorities, field edits, RFIs, dates, new items / versions and deletes.

• History is for this browser session only (~50 steps) and clears on refresh. It only undoes your own changes, and saves the undo to the shared board like any other edit
• If someone else changed the same card after your edit, Undo stops with a message instead of overwriting their change
• Switching Preview as also clears it

18. Data storage

Shared board: the cards are stored in Solid Rock Steel's Cloudflare account (a small database behind this page). You sign in with your work email and a one-time code; every change is saved straight away and everyone else sees it within about 10–15 seconds. The small chip next to Online shows Synced, Saving… or Not saved — retrying.

• If two people change the same card at once, the board keeps both where it can; if you both changed the same field, the first save wins and you get a message
• Editing rights are checked by the server too: detailers can only change their own cards and only the fields listed in Help → Editing rights
• Details shows who saved a card last; every change is also kept in an audit log (Simon can open it at /api/audit)
• Deleted items stay in the shared delete log (Simon can restore them)
• Display choices (Details pane open/closed, RFI Open only, Preview as) stay in your own browser

19. Training video

The toolbar Training button will open a video walkthrough when Simon links one. Until then it shows a short “coming soon” note — ask Simon for the link if you need it sooner.