How to Approve WIP Updates for Supervisors

Learn how to approve WIP updates and communicate project statuses within the Ethos Building administration portal. This guide walks you through selecting supervisors, updating work summaries, and finalizing approvals to keep clients and stakeholders informed.

Tip! The Ethos Admin Portal may require you to login with your Microsoft login (@ethosbuilding.com.au Email and your Computer/Email Password).

Opening the Admin Portal

1. Navigate to https://admin.ethosbuilding.com.au/

Opening WIP Updates

2. Click "WIP Updates"

3. By Default your name will be selected (if you are a Supervisor). Alternatively you can select a different Supervisor using the list.

4. In this Example "Andrew Hoiberg" was chosen

5. Click the Job you'd like to provide an update for

FYI: The List of Pending Jobs are Jobs where you are the Supervisor and the Job hasn't had a WIP update in the current Week (Approved or Skipped).

Editing the WIP Update

Tip! When a Job hasn't been opened recently you'll see the page get data from Prime. This is done the first time you open the job but can be done using the Refresh From Prime button.

6. The 3 Sections of Work are shown: Completed, In Progress and Upcoming. Click In Progress to view the In Progress Section.

7. Click "Upcoming" to see the Upcoming Section.

NB: each section has different formatting and sort orders. But each item can be edited.

Manually Adding Works

Important. Its always best to add Schedules to Prime and update Prime Data. However you can add adhoc lines to the WIP Data without adding to Prime.

8. To Manually add a Work line click the Plus icon

9. Click in the Message field to edit or add text

10. Works Lines are sorted when initially imported from Prime:

• By End Date for Completed Works
• By Start Date for In Progress or Upcoming Works

However you can manually adjust the sort order by typing a new sort value or using the up and down arrows.

11. You can also enter notes into the WIP Update that will be included in the Email:

• As the Email Preamble
• As Owner Actions
• As Other Notes

12. Click the "Owner Actions" field.

13. Select the Contacts (Customers and Clients) the Updates should go to

14. You can also add an adhoc email address to the Update

Reviewing and Approving

15. Click "Review and Approve" to see the formatted email prior to Approving.

16. Clicking "Approve" will queue the email to be sent.

Tip! Use Save Draft to save the Works Items, Notes and Contacts if you don't want to approve immediately. When you reopen a Draft WIP the saved details will be loaded.

Tip! Use Skip if you want to Skip the WIP Update for this Job for this week. This removes the Job from the Pending list and moves it to Skipped.

17. Once Approved; you'll see the Queue of Jobs. Click "Approved" to see the Updates you've approved.

18. When clicking an Approved job you'll see a preview of the email Sent.

NB: Sent Email will show in your Outlook Sent Items as well.

19. The Approved tab shows all approvals with the date approved.