Reworks

• What is a rework?

• COR recommended workflow

• How do I mark a rework on a task?

• Types and Reason for rework

• Viewing in reports

• Editing rework

What is a rework?

Within COR we have the “Rework” functionality, which allows us to keep track of tasks that require modifications for optimal delivery. With this function we can count the amount of rework and the time it takes, so that we can analyze the deviations and make the tasks more efficient.

COR recommended workflow

In the recommended workflow, collaborators submit a task assigned by their project managers (PM), setting the task status as completed.

Note: If you have the “In Review” status active, you can also use this as a pre-stage for the collaborator's handover to the PM.

If the project manager approves the task, he will send it to the client, but if he considers that there are changes to be made, he will create an “Internal rework”.

Once sent to the client, the client will give feedback. In case of approval, the task will be considered completed and the project manager will archive it. If the client requests any kind of modification, the PM will have to mark a rework for the collaborators to make the changes.

We also have the possibility for our client to use COR with role 6, so that he can autonomously visualize the delivery, work simultaneously and if necessary mark the rework himself.

How do I mark a rework in a task?

Within the task panel you will find the rework symbol at the top right edge

To mark a rework, click on the icon, which will open a new modal to add all the information.

At the top we will select if the rework was requested by the customer or if it was internal.

Note: Customers accessing COR with a user role 6, will only see the “Customer” option, as they cannot mark internal rework.

Types and Reason for Rework

There are two types of rework and they serve to indicate where the request to continue working on the task comes from:

-Internal: Used when the request comes from the PM.
-Customer: Used when the request comes from the Client who owns the Project.

Then we can select the Reasons that are the reason for the change to be made in the rework. In the dropdown we will find the following options:

• Adjustments: Small changes to improve or optimize something in the delivery.
• Redefinition: Large changes to the initial request made in the task.
• Additional: Extra orders over the initial request made in the task.
• Correction: Rectify errors or problems in the deliverables.

Below is the “Deadline” box, which is an optional field and represents the new delivery date, it will be opened in a calendar-shaped box.

When assigning the deadline of the rework, in case it is greater than the original deadline of the task, COR will give us the option to assign that same date as the new deadline of the task:

Next we have the dropdown with the “Collaborators” who will be responsible for performing the rework. These are also chosen from a drop-down menu.

Note: if the Client is the one marking the rework, by default it will have selected the PM of the task, who will then have to select the collaborators.

Finally there is the “Description” where the details to be taken into account when performing the rework must be completed and if necessary files can also be attached.

To create the rework, click on the “create rework” button below, which is enabled when all the fields are completed:

To confirm the rework, we will place “Confirm” in the next box:

Notes: We can select the option “Do not show this message again” so that the modal does not appear again the next time we create rework.

After creating the rework, we will see in the icon the counter with the number of reworks associated to the task. We will also visualize the detail of the rework, in the task messages:

Display in reports:

The hours charged in the reworks can be visualized in the Hours Report of the Hours section, as well as in the reporting related to hours of the different Business, Operation and Insights panels.

 

Edit Rework:

In a task to click on the rework icon will open the modal, which will allow us to make modifications to the last rework created, by clicking on the edit pencil:

By opening the edit we can edit the following fields: deadline, collaborators, description and attach new files.

By clicking on “Save” the changes in the rework edit, will be done.

NOTES: All hours uploaded after a rework will be hours associated to that rework.