PORTAL · OTTAWA

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For review Working prototype of the EDI Ottawa portal. Sample data only, held in this browser, sent nowhere. Comments welcome on the Feedback tab.
Portal

Welcome

Today

Daily Jobsite Tracking

Fill it in once at the end of the day. The maths is done for you and it goes straight to review — no texting hours to anyone.

Storage skids moved

Anything entered here posts straight into the Storage Tracker as an IN/OUT movement for this company. No second sheet to fill.

Crew hours * · times snap to 15-minute intervals

Put overtime in the OT box against the worker it belongs to. It is counted inside their hours, not added to them.

On submit it goes to an Admin for review. They can adjust hours or apply overtime, then approve and send it to in one click.

Submitted Sheets

Every daily jobsite sheet, searchable. Anything marked Waiting on review needs an Admin to check the hours and send it on.

DateCompanyLotActivitiesCrewHoursStatus

Weekly Hours

Built automatically from the daily sheets. Same layout as the paper Weekly Hours Tracking Sheet.

Hours come straight off the daily sheets - nobody retypes them. The portal flags anyone over the overtime threshold (Ontario ESA is 44 hrs/week), and an Admin can apply overtime by hand on the Sheets tab.

Storage Tracker

The Racking Inventory Control Sheet, live. Rack, bay, level and skid position — who is renting the space, and since when.

untick to see every slot and fill an empty one

Driver

Start a run, the portal logs where the truck went and how long it took.

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Location not started

Pick the company and the address fills itself. Hit Maps to open directions — no re-typing into Google.

Why the truck is tracked

Proof of arrival on client sites, honest drive time on job costing, and a record if there is ever a dispute about a delivery. Tracking runs only while a run is active — it stops the second you end the run.

Today's runs

Run history

DateDriverCompanyAddressOutBackDuration

Admin

Everything else: people, roles, companies, rates and where the sheets get emailed.

All accounts

NameUsernameRoleCan do

Create an account directly

Normally people create their own on the sign-in screen and you approve them above. This is for setting one up on someone's behalf.

What each role can do

Time Off

Request time off — same form the office uses. It goes to a manager to approve.

Time Off Request

Submitting stands in for your signature. A manager signs off to approve, same as the paper form.

Requests

EmployeeDatesReasonAmountStatus

Requests

Need anything? Bolts, bits, gloves, a fan, a fix, a form — ask here and it gets tracked until it's sorted.

New request

Open & recent

WhatTypePriorityAsked byCost & receiptStatus

Purchase Worksheet

Buying gold, silver, platinum and palladium. Same layout as the spreadsheet — fill the white boxes, everything else calculates.

Sales Worksheet

Selling metal out. Same sheet, but the internal column is your markup instead of your payable.

Cash

The till. Cash paid out on purchases lands here by itself — add float top-ups, bank drops and cash taken in by hand.

Price Guide

Internal reference — payable rates by purity. Never shown to a customer.

Feedback

This is a first cut, built to be argued with. Note anything that is wrong, missing, or not how Ottawa actually works.

Worth a look in particular

  • Does the Jobsite sheet capture the day properly, or is a field missing?
  • Is Weekly Hours what payroll actually needs, in the right shape?
  • Does Storage match how skids really get racked, moved and billed?
  • Are the three roles drawn in the right places? Who else needs an account?
  • What would stop the crew using this on a phone at the end of a long day?

Comments so far

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