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Modified on Fri, Sep 18 at 5:34 AM

TABLE OF CONTENTS
HR — Human Resources
FPA — Financial Planning & Analysis (P&L, WIP, Budgets)
AR — Accounts Receivable
AP — Accounts Payable
Warehouse / Inventory / BOM
Asset Management
Projects, Dispatch & field operations (office)
Time Keeping & Payroll (office)
Field & Mobile App
Not sure which role you have?
Start from the section that matches your job. Links point to published articles. Access still depends on your Employee Roles—if a dashboard is missing, ask HR or your administrator.
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HR — Human ResourcesIf you onboard/offboard employees, manage certificates, job titles, or employee categories.

GuideWhat it covers
Employees DashboardHow to find and open employees in FCX Web. Use it as the main entry point for HR day-to-day work.
Employee RolesWhich roles grant access to dashboards and features, and where roles are assigned on the Employee card.
On-Board an Employee
Steps to activate an employee in Fieldclix.
Off-Board an EmployeeSteps to deactivate an employee in Fieldclix when they leave the company.
Job Titles DashboardMaintain job titles used for staffing, rates, and related HR setup.
Certificate Requirements and KitsDefine certificate requirements and kits so the right people are cleared for work.
Employee Time Keeping ConfigurationHow TK settings on the employee (and category) control clock-in, audits, and related behavior.
In FCX Web, look for the HR dashboard group.





FPA — Financial Planning & Analysis (P&L, WIP, Budgets)If you analyze profit & loss, work-in-progress, or Build Plan budgets.

GuideWhat it covers
P&LHow the P&L dashboard summarizes revenue, costs, and margins, and who can open it.
WIP ReportWork-in-progress by Build Plan: filters, columns, and how WIP is calculated as of a date.
WIP SummaryHigher-level WIP view (including WIP Delta / summary figures) for finance users.
Budgets — concept & accessWhat a Build Plan budget is, who can see it, and how budget items and templates fit together.
Create and Edit a Build Plan BudgetPractical steps to create, revise, and maintain a budget on a Build Plan.
Budgets DashboardCross–Build Plan budget list for comparison and monitoring in Web.
Financial PeriodsHow financial periods lock or control financial activity for reporting.
Excluding Build Plans from WIPWhen and why a Build Plan can be left out of WIP calculations.
In FCX Web, look for P&L, WIP Dashboards, and Budget-related dashboards.





AR — Accounts ReceivableIf you work with client purchase orders, sales orders, or customer invoices (CIM).

GuideWhat it covers
Enter Client Purchase Order (CPO)Create a client PO with quantities and unit costs as the basis for work and billing.
Fill Out Sales OrderBuild a Sales Order from a PO, template, Excel, or related sources.
Sales Order CardFields and structure of the Sales Order card used before invoicing.
Invoice Sales OrderTurn a Sales Order into a customer (CIM) invoice.
CIM InvoicesOverview of outgoing customer invoices in Fieldclix.
Create Customer in FieldclixAdd a customer in FCX and, when configured, push it to the accounting system.
In FCX Web, look for the CIM dashboard group (Sales Orders, Purchase Orders, Invoices).





AP — Accounts PayableIf you process vendor invoices (VIM), vendor purchase orders, or COD purchases.
GuideWhat it covers
VIM Invoices (Bills)Core concepts for vendor invoices (bills) in Fieldclix.
How to create VIM InvoiceStep-by-step creation of a VIM invoice.
VIM Invoices DashboardWork the vendor invoice list in Web, including review-related actions.
Vendor Purchase Order (Overview)What a Vendor PO is and how it fits the AP process.
How to create a VIM POCreate a purchase order to a vendor.
COD PurchasesRecord cash-on-delivery / on-site purchases tied to Build Plans.
Vendor DatabaseMaintain vendor master data used by VIM and related AP flows.
In FCX Web, look for the VIM dashboard group.





Warehouse / Inventory / BOMIf you manage materials, stock, BOM, transfers, adjustments, or warehouse work in the app.
GuideWhat it covers
Access to IC Modules — Employee RolesWhich Employee Roles unlock BOM, warehouse, procurement, and related IC dashboards.
Create a Bill of Material and Send to WarehouseBuild a BOM for a Work Order and send it for warehouse fulfillment.
BOM, Inventory Balance, Materials, UtilizationHow BOM, stock balances, and material utilization relate in Inventory Control.
Transfer Materials and Material ItemsMove materials between warehouses or locations using transfer transactions.
Material AdjustmentsCorrect stock quantities with adjustment transactions.
Purchase Inventory TransactionsReceive purchased materials into inventory.
FCX Web: Add New MaterialAdd a material to the library from the FCX Web Materials dashboard.
APP WH — Accessing MaterialsHow field/warehouse users open materials features in the mobile app.
APP WH — Material ItemsWork with individual material items (serialized / item-level stock) in the app.
In FCX Web, look for the Inventory group (BOM, Adjustments, Transfers—visibility depends on Warehouse / BOM-related roles). Many warehouse actions also run in Fieldclix Mobile.

Typical roles to ask HR about: Build Plans Manager (base), BOM Manager, Warehouse Manager / Warehouse User, Procurement, IC Administrator—see the access article above.





Asset ManagementIf you maintain the equipment library, categories, check-in/out, transfers, or condition changes.
GuideWhat it covers
Asset Management RolesAsset Manager vs Category Manager and who gets full AM reference access.
Register New Asset in SystemCreate a new asset record in the equipment library.
Create / Modify Asset CategorySet up or change asset categories that structure the library.
Inventory and Update AssetsKeep asset inventory current and update asset records.
AM — Equipment Control — General ConceptsOverview of check-in/out, transfers, and equipment control concepts.
Manage Asset Check-In/Out and TransferAssign equipment to people/locations and move it between holders.
Track Asset Condition ChangesRecord broken, decommissioned, or other condition changes.
My Assets (mobile) — Initiate or Accept TransferStart or accept an equipment transfer from the My Assets mobile module.
APP WH — Asset Photos & BarcodesCapture photos and barcodes for assets in the warehouse/mobile workflow.
Office setup is often done in Desktop (Assets / Asset Categories references). Field users use My Assets and warehouse modules in the mobile app.





Projects, Dispatch & field operations (office)If you manage Build Plans, Work Orders, sites, or dispatch calendars from the office.
GuideWhat it covers
Build Plans DashboardList and open Build Plans you are allowed to see in FCX Web.
Work Orders ManagementManage Work Orders inside projects / Build Plans.
Work Orders Scheduler (grid, calendar, map)Plan crews and dispatches using grid, calendar, and map together.
Generate Build PlanCreate a Build Plan (GBP) from scenarios and related setup.
LocationsMaintain locations used with sites and dispatch.
Track Dispatch in Day ViewFollow dispatches on the day view of the calendar dashboard.





Time Keeping & Payroll (office)If you review Time Cards, payroll periods, overtime, or payroll export—not field clock-in.
GuideWhat it covers
What is the Time Card / How to createWhat a Time Card is and how cards are created in the process.
Time Card WebOpen and work with Time Cards in FCX Web.
Time Card ReviewReview and correct time before payroll using the review interfaces.
Time Keeping Processing overviewEnd-to-end picture of how Time Keeping processing works.
Payroll Periods DashboardOpen payroll periods and related cards in Web.
Payroll Period ClosureWhat you do vs what the system does when closing a payroll period.
Payroll ItemsPayroll items used for export and cost mapping.





Field & Mobile AppIf you work on site: clock in/out, checklists, mobile documents, COD, warehouse, assets.
GuideWhat it covers
Setup iOSInstall Fieldclix Next on iPhone/iPad and grant location permissions.
Setup AndroidInstall Fieldclix Next on Android and complete first-time permissions.
Clock In/OutStart and end your work day in the Time Keeping module.
App Account SettingsProfile, roles, certificates, password, logs, and logout in the app.
Allocate time between WO activitiesSplit your time across Work Order activities when required.
Photo ChecklistsComplete photo checklist tasks on dispatched Work Orders.
Time Off Request (quick guide)Submit a time-off request from the mobile app.
Per Diem (quick guide)Submit a per diem request from the mobile app.
Also see Warehouse / Inventory and Asset Management above for mobile warehouse and My Assets guides.




Not sure which role you have?In FCX Web, open the avatar menu → your name / Profile, or ask HR.
On Mobile: Account Settings shows assigned roles (App Account Settings).
Compare the dashboards you see with the sections above.
Employee Roles are managed by HR/administrators (Employee Roles).

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Find guides for your role

HR — Human Resources

FPA — Financial Planning & Analysis (P&L, WIP, Budgets)

AR — Accounts Receivable

AP — Accounts Payable

Warehouse / Inventory / BOM

Asset Management

Projects, Dispatch & field operations (office)

Time Keeping & Payroll (office)

Field & Mobile App

Not sure which role you have?

Was this article helpful?

Guide	What it covers
Employees Dashboard	How to find and open employees in FCX Web. Use it as the main entry point for HR day-to-day work.
Employee Roles	Which roles grant access to dashboards and features, and where roles are assigned on the Employee card.
On-Board an Employee	Steps to activate an employee in Fieldclix.
Off-Board an Employee	Steps to deactivate an employee in Fieldclix when they leave the company.
Job Titles Dashboard	Maintain job titles used for staffing, rates, and related HR setup.
Certificate Requirements and Kits	Define certificate requirements and kits so the right people are cleared for work.
Employee Time Keeping Configuration	How TK settings on the employee (and category) control clock-in, audits, and related behavior.

Guide	What it covers
P&L	How the P&L dashboard summarizes revenue, costs, and margins, and who can open it.
WIP Report	Work-in-progress by Build Plan: filters, columns, and how WIP is calculated as of a date.
WIP Summary	Higher-level WIP view (including WIP Delta / summary figures) for finance users.
Budgets — concept & access	What a Build Plan budget is, who can see it, and how budget items and templates fit together.
Create and Edit a Build Plan Budget	Practical steps to create, revise, and maintain a budget on a Build Plan.
Budgets Dashboard	Cross–Build Plan budget list for comparison and monitoring in Web.
Financial Periods	How financial periods lock or control financial activity for reporting.
Excluding Build Plans from WIP	When and why a Build Plan can be left out of WIP calculations.

Guide	What it covers
Enter Client Purchase Order (CPO)	Create a client PO with quantities and unit costs as the basis for work and billing.
Fill Out Sales Order	Build a Sales Order from a PO, template, Excel, or related sources.
Sales Order Card	Fields and structure of the Sales Order card used before invoicing.
Invoice Sales Order	Turn a Sales Order into a customer (CIM) invoice.
CIM Invoices	Overview of outgoing customer invoices in Fieldclix.
Create Customer in Fieldclix	Add a customer in FCX and, when configured, push it to the accounting system.

Guide	What it covers
VIM Invoices (Bills)	Core concepts for vendor invoices (bills) in Fieldclix.
How to create VIM Invoice	Step-by-step creation of a VIM invoice.
VIM Invoices Dashboard	Work the vendor invoice list in Web, including review-related actions.
Vendor Purchase Order (Overview)	What a Vendor PO is and how it fits the AP process.
How to create a VIM PO	Create a purchase order to a vendor.
COD Purchases	Record cash-on-delivery / on-site purchases tied to Build Plans.
Vendor Database	Maintain vendor master data used by VIM and related AP flows.

Guide	What it covers
Access to IC Modules — Employee Roles	Which Employee Roles unlock BOM, warehouse, procurement, and related IC dashboards.
Create a Bill of Material and Send to Warehouse	Build a BOM for a Work Order and send it for warehouse fulfillment.
BOM, Inventory Balance, Materials, Utilization	How BOM, stock balances, and material utilization relate in Inventory Control.
Transfer Materials and Material Items	Move materials between warehouses or locations using transfer transactions.
Material Adjustments	Correct stock quantities with adjustment transactions.
Purchase Inventory Transactions	Receive purchased materials into inventory.
FCX Web: Add New Material	Add a material to the library from the FCX Web Materials dashboard.
APP WH — Accessing Materials	How field/warehouse users open materials features in the mobile app.
APP WH — Material Items	Work with individual material items (serialized / item-level stock) in the app.

Guide	What it covers
Asset Management Roles	Asset Manager vs Category Manager and who gets full AM reference access.
Register New Asset in System	Create a new asset record in the equipment library.
Create / Modify Asset Category	Set up or change asset categories that structure the library.
Inventory and Update Assets	Keep asset inventory current and update asset records.
AM — Equipment Control — General Concepts	Overview of check-in/out, transfers, and equipment control concepts.
Manage Asset Check-In/Out and Transfer	Assign equipment to people/locations and move it between holders.
Track Asset Condition Changes	Record broken, decommissioned, or other condition changes.
My Assets (mobile) — Initiate or Accept Transfer	Start or accept an equipment transfer from the My Assets mobile module.
APP WH — Asset Photos & Barcodes	Capture photos and barcodes for assets in the warehouse/mobile workflow.

Guide	What it covers
Build Plans Dashboard	List and open Build Plans you are allowed to see in FCX Web.
Work Orders Management	Manage Work Orders inside projects / Build Plans.
Work Orders Scheduler (grid, calendar, map)	Plan crews and dispatches using grid, calendar, and map together.
Generate Build Plan	Create a Build Plan (GBP) from scenarios and related setup.
Locations	Maintain locations used with sites and dispatch.
Track Dispatch in Day View	Follow dispatches on the day view of the calendar dashboard.

Guide	What it covers
What is the Time Card / How to create	What a Time Card is and how cards are created in the process.
Time Card Web	Open and work with Time Cards in FCX Web.
Time Card Review	Review and correct time before payroll using the review interfaces.
Time Keeping Processing overview	End-to-end picture of how Time Keeping processing works.
Payroll Periods Dashboard	Open payroll periods and related cards in Web.
Payroll Period Closure	What you do vs what the system does when closing a payroll period.
Payroll Items	Payroll items used for export and cost mapping.

Guide	What it covers
Setup iOS	Install Fieldclix Next on iPhone/iPad and grant location permissions.
Setup Android	Install Fieldclix Next on Android and complete first-time permissions.
Clock In/Out	Start and end your work day in the Time Keeping module.
App Account Settings	Profile, roles, certificates, password, logs, and logout in the app.
Allocate time between WO activities	Split your time across Work Order activities when required.
Photo Checklists	Complete photo checklist tasks on dispatched Work Orders.
Time Off Request (quick guide)	Submit a time-off request from the mobile app.
Per Diem (quick guide)	Submit a per diem request from the mobile app.

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Find guides for your role

HR — Human Resources

FPA — Financial Planning & Analysis (P&L, WIP, Budgets)

AR — Accounts Receivable

AP — Accounts Payable

Warehouse / Inventory / BOM

Asset Management

Projects, Dispatch & field operations (office)

Time Keeping & Payroll (office)

Field & Mobile App

Not sure which role you have?

Was this article helpful?