Installer status#
This page gathers the views from which the foreman can see in real time what installers are doing and where things are slowing down.
Workers list#
Field Service → Workers.
Shows all fsm.person rows at ELT — practically every installer
with rights to take tasks. Columns:
- Name + Email
- User — Odoo user link (
elt_user_id, 200.7+) - This week’s hours — summary
- Active tasks — how many
- Certificates / competencies (if used)
Click a row → the person’s detail view, calendar, history.
Real-time picture: Planning Calendar#
The Planning calendar is the best overall view. Days on the horizontal axis, installers down the side — at a glance you see who’s where.
Colour codes help:
- Strong bar = primary installer
- Orange line = assistant
- Grey = cancelled / rejected
- Green border = done
Live operations view#
Field Service → Orders → filter State = In Progress.
Shows all “clock running” tasks. This is the closest to real-time view the system provides — installer has gone into the PWA, tapped “Start work”, and the clock is ticking.
**Worth checking clock-running tasks every couple of hours.** If someone has clocked 6 h on a single task, double-check they didn't forget to hit "Stop".
Help-request overlay#
In the PWA, foremen see a Help Request Overlay at the top of the view — a floating listing of assistant invitations awaiting acceptance. If an invitation has been hanging for over 15 min, click it → you see the site and can call.
Pending approvals#
HR → Timesheets and HR → Expenses filtered to “Submitted” show all lines awaiting foreman review. See Approvals.
Longer-term reports#
Monthly or yearly:
- Field Service → Reporting → Hours
- Field Service → Reporting → Orders by status
- HR → Reporting → Attendances
These aren’t real-time but show trends: who does a lot, who has repeated overruns, who takes a lot of free tasks, etc.