Getting started

To get started, review the following content: 

• Capture progress by model and why
• Set up a 4D collaboration project in SYNCHRO Control
• Prepare data in SYNCHRO 4D Pro for Status Update in SYNCHRO Field

Status Update - tasks

NOTE: currently available on SYNCHRO Field iOS only, coming to Android version soon.

Menu option "Status Update" will be visible when app user has tasks for given project. It then can be used to perform statusing.

Tasks are listed for active user based on Resource Groups assigned to them. User is shown Tasks that have Resources assigned via their Resource Groups.

Tasks are filtered based on their planned start and planned finish dates. Default filter of "This week" will show tasks that are active ("planned") for any day in those 7 days.

Troubleshooting sync issues

Errors may happen which prevent syncing local status changes. Most common causes:

1. Resource status or other metadata was removed from project
2. User has no "Resource status" read/write permission

Ensure to follow best practices:

1. SYNCHRO 4D Pro - ensure that resource status sets/categories/items are not removed while SYNCHRO Field is being used.
2. SYNCHRO Field - Ensure that model is up-to date before starting work. More -> Models -> check if model has “Update” button, if yes, then update it before statusing.
3. SYNCHRO Field - Upload changes from SYNCHRO Field often – avoid keeping changes offline for multiple days.
4. SYNCHRO Field – When returning to app after sync was started (takes 10-20 minutes), review if app shows red badges indicating unsynced changes – errors might have occurred, or sync is still in progress.

Exporting & importing status updates 

If sync errors occur and cannot be resolved, there is option "Export local changes":

Tapping on it will export failed to sync local changes to .csv file, save or send it via email.

On your computer:

1. Open Microsoft Excel and create 2 Sheets - "Settings" and "RecourceStatuses".
2. "Settings" sheet should have 3 columns:
   
   
3. Copy all data  exported from SYNCHRO Field .csv file (e.g. Field.LocalStatusChanges(XXX).iOS.X.X.X.csv) to "ResourceStatuses" sheet.
4. Add additional 3 required columns named "CriticalFlag", "Note" and "Delete" to "ResourceStatuses" sheet:
   
5. Review rows and adjust manually if IDs or names changed.
6. Save .xls file.
7. Open SYNCHRO 4D Pro, then go to "File" > "Import" > "Microsoft Excel" and choose saved .xls file. Click "Next":
   
   
8. Review changes to sync, click "Synchronise":
   
   
9. Review sync results and click "Finish"
   
10. After some time changes will be visible on the Model.