How Ranes fits together

The parts of Ranes, how work flows between them, and what connects to what.

For everyonePortal and app4 min read

Ranes connects four things: how your organization is structured, the work you plan, the work people do, and the records that show it was done. Everything you create is tied to a place (the job it belongs to), to related records (the planner a photo came from, the form that was required) and to a deadline.

How work flows through Ranes

1 Set up once Admin · Portal

People and rolesGroupsJobsTime categories and cost codesLabelsTap In checks

decides who gets the work, and where it happens

2 Build Library · Portal

FormsPlannersTraining coursesDocuments

assigned to people, groups and jobs, once or on a schedule

3 Do the work My Work · app

Fill out formsComplete planner tasksTake coursesTap in and outReport with a Log-It

every action leaves a record, linked to its job

4 Records Operations

Form submissionsPlanner runs and evidenceCourse resultsTime entriesLog-Its

reviewed by job, cost code, time category and label

5 Review Workspace and Reports · Portal

Job overviewWork boardReports

Work moves down through five stages. Select any item to read about it.

Administrators set things up and build work in the Portal. Team members do the work in the app. Every action leaves a record that administrators can review by job and report on.

Explore the connections

Choose a part of Ranes to see what it depends on and what it feeds.

• UsesCompany setupPlanners are assigned to people, groups and jobs. Assigning a group includes its subgroups. Assign a planner
• UsesFormsPlanner forms are attached to tasks and must be completed before the task. Add tasks to a planner
• UsesDocumentsProcedures, manuals and drawings are attached to tasks for reference. Connect documents to the work
• UsesTrainingRisks and controls can list the training people need for the work. Add risks and controls
• FeedsTime trackingPeople tap in from a task using its time category. Track time on a task
• FeedsLog-ItsTask Log-Its document the work and appear as evidence on the submission. Add task photos and Log-Its
• FeedsJobs and the workspacePlanner tasks and anytime planners appear on the Work board and in each job. Track work on the Work board
• FeedsReportsPlanner runs, outcomes and evidence feed reports and PDF summaries. Track and review planner submissions

The four areas of the Portal

The Portal's menu follows the same idea.

Area	What's there	Think of it as
Admin	Users, Company settings, Billing and Reports	Who, where and how. Set up once.
Library	Forms, Planners, Documents and Training	Reusable work you build.
Workspace	Each job's overview, work, forms, planners, Log-Its, time, documents, training, messages and reports	Where the work happens.
Operations	Log-Its and Timeclocks	Records of what happened.

A typical week

How the parts work together

• An administrator creates a job for a new site, adds the crew and the job's cost codes.
• They assign a weekly inspection planner and a daily start-of-shift form to the job.
• Each morning, team members see the work in My Work, complete the required check and tap in.
• During the day they work through planner tasks, add photos, and raise a Log-It about a damaged item.
• Supervisors approve time, follow up the Log-It and check progress on the job's overview.
• At month end, reports summarize hours, inspections and issues for the job.

Tip

Setting up for the first time? Follow Set up your organization. It puts the steps in the order they depend on each other.