How to track project status & access real-time updates

Your partner dashboard provides comprehensive visibility into all project activities.

Access: Partner Portal Home → Dashboard

Key Sections:

• Active Projects
• Upcoming Bookings
• Pending Requests
• Completed Projects
• Performance Metrics

Understanding Project Status Indicators

Project Lifecycle Stages:

1. Pre-Execution

• ? Planning - Resource allocation and scheduling
• ✅ Approved - Ready to commence
• ⏰ Scheduled - Start date confirmed

2. Active Execution

• ? Mobilization - Team en route to site
• ?️ In Progress - Active installation work
• ? Quality Check - Final verification stage
• ? Documentation - Photo/video capture phase

3. Completion

• ✓ Completed - Work finished, awaiting sign-off
• ? Signed Off - Client acceptance received
• ? Closed - Project archived

4. Exceptions

• ⚠️ On Hold - Temporary suspension
• ? Issue Flagged - Requires attention
• ? Revision Required - Rework needed

Setting Up Notifications

Configure Your Alert Preferences:

Dashboard → Settings → Notifications

Available Alert Types:

• Project status changes
• Daily progress updates
• Issue notifications
• Completion confirmations
• Document uploads
• Schedule changes

Delivery Methods:

• Email (immediate or daily digest)
• SMS (critical alerts only)
• In-portal notifications
• Mobile app push notifications

Accessing Daily Progress Reports

Real-time Project Updates:

For each active project:

1. Click project name in dashboard
2. Select Progress tab
3. View daily activity log

Daily Report Includes:

• Work completed today
• Current phase status
• Team on-site hours
• Any issues encountered
• Tomorrow's planned activities
• Photo documentation

Report Delivery: Automatic daily emails sent at 6 PM local time with:

• Summary of day's progress
• Percentage completion update
• Any action items for partner
• Next day forecast

Viewing Photo Documentation

Site Documentation Access:

Project Page → Media Gallery

Photo Categories:

• Pre-installation condition
• Work in progress stages
• Safety compliance verification
• Quality checkpoints
• Completed installation
• Client handover

Features:

• Timestamped images
• Geolocation data
• Downloadable high-resolution files
• Organized by installation phase
• Searchable by date or category

Video Updates: Time-lapse videos available for complex installations (upon request).

Communicating with On-Site Teams

Direct Communication Channels:

Option 1: Portal Messaging

• Project Page → Messages tab
• Send message to site supervisor
• Response within 2 hours during work hours
• Message history archived

Option 2: Site Hotline

• Phone number provided in project details
• Direct line to site supervisor
• Available during installation hours
• For urgent queries only

Option 3: Daily Check-in Calls Schedule regular calls with site supervisor:

• Set frequency (daily/twice-daily/as needed)
• Fixed time slots
• Conference line provided

Best Practices:

• Use portal messaging for non-urgent communications
• Reserve phone calls for time-sensitive matters
• Document all key decisions in portal

Downloading Completion Certificates

Upon Project Completion:

1. Navigate to completed project
2. Go to Documents tab
3. Download available certificates:
   • Installation Completion Certificate
   • Quality Assurance Report
   • Safety Compliance Documentation
   • As-Built Drawings (if applicable)
   • Warranty Information

Certificates include:

• Official MERIXA stamp
• Project details and scope
• Completion date
• Quality verification
• Team signatures
• Client sign-off (if obtained)

Format: PDF with embedded digital signature

Closing Out Projects

Final Steps:

1. Review Documentation Ensure all deliverables received:

• Completion certificate
• Photo documentation
• Technical handover docs
• Client acceptance

2. Confirm Client Satisfaction

• Submit client feedback (optional)
• Report any outstanding items
• Request final invoice

3. Archive Project Click "Close Project" to move to archive:

• Still accessible for reference
• Included in historical reporting
• Documentation retained for 7 years

4. Rate the Service Help us improve:

• Rate team performance
• Provide feedback
• Suggest improvements

Troubleshooting Common Issues

Project not showing in dashboard?

• Check filters (active/all/completed)
• Refresh page
• Clear browser cache

Missing progress updates?

• Check notification settings
• Verify email address
• Check spam folder

Can't access documentation?

• Ensure pop-ups enabled
• Try different browser
• Contact support if persists