EN054P - Subcontracting tree-view

EN054P - Subcontracting tree-view

As we know, for every project my company takes part in, some steps must be followed:

Action
User in charge
Registering the company
SerCAE One administrator
Associating the company to the client it works for
SerCAE One administrator
Associating the company to the contract - work it takes part in
SerCAE One administrator
Registering the elements (workers, equipment) of the company
Supplier User
Associating the elements of the company to the client
Supplier User
Associating the elements of the company to the contract - work
Supplier User

By associating the company and its elements to a contract - work, SerCAE will know the activity to be carried out, its period of time and, in an indirect way, the location where it will take place.

After I have selected a client in the platform, there are 2 ways to see the contracts - works my company takes part in:
  1. At the contract - work list screen.
  2. At the subcontracting tree-view.

Menu option

At the tree we can see a complete information about the contracts - work my company is associated to:
  1. The service each contract - work belongs to as well as its status in terms of validity and its duration period.
  2. The contract - work status in terms of validiy and its duration period.
  3. The level of the company at the subcontracting chain.
    1. It is 1 if my company is contracted directly by the client.
    2. It is >1 if my company is contracted by another company that works for the client.
  4. The companies subcontracted by my company.

Subcontracting tree-view

At the top of the screen, some filters enable a more accurate search.
  1. We can search a company subcontracted by mine.
  2. Status of the contract - work in terms of validity.
    1. Not started.
    2. In process.
    3. Finalised.
  3. Functional / Physica environments.

The main area of the screen shows the nodes or 'branches' of the tree. They are represented in a hierachical order as follows.

Icons and level of the subcontracting tree-view


The secondary button of the mouse enable to perform an action. These will be available depending on the level of the tree we are in.

Actions available at different nodes of the subcontracting tree-view

Actions available:
  1. At the service node ► consulting the document requests due to the association to some contracts - works, so we can see the current documentation requested by the client once filtered by the contract - works belonging to this service.
  2. At the contract - work node ► consulting the document requests due to the association to this contract - work, so we can see the current documentation requested by the client once filtereed by this very contract - work.
  3. At the node of the association of my company to the contract - work.
    1. Consulting the details of the association of my company and its elements (workers, machinery) to this contract - work.
    2. Associating / ending the association of my elements to this contract - work.
    3. Associating / ending the association of my subcontracted companies to this contract - work.
    4. Consulting the documentation requested to my company and its elements for being associated to this contract - work.
  4. At the node of the association of a subcontracted company to a contract - work.
    1. Consulting the details of the association of the subcontracted company and its elements (workers, machinery) to this contract - work.
    2. Associating / ending the association of the elements of the subcontracted company to this contract - work.
    3. Associating / ending the association of the companies subcontracted by this subcontracted company to this contract - work.
    4. Consulting the documentation requested to the subcontracted company and its elements for being associated to this contract - work.