Projects/Australian Mining & Exploration Title Services (AMETS)

Contact

active
Total logged
80h 45m
Uninvoiced
0h 0m
Entries
36
Invoices
1
Time by team member
Team memberEntriesHours
Caleb Harvey3577h 45m
Mark Hughes13h 0m
Recent time entries
Last 30
DateDescriptionWhoDurationStatus
27 June 2025Finalise finance employee screen. Awaiting Kate's review next week.Caleb Harvey4h 45minvoiced
25 June 2025Create New HR Tab on the contact page to house more information of staff. Allow access to Kate to start filling information. Begin work on the Finance screen for employees with access to only required staff.Caleb Harvey8h 0minvoiced
11 June 2025Meeting with Kate to go through new finance screen and several depot requestsCaleb Harvey1h 15minvoiced
11 June 2025Finalise changes to finance screen and allow access to Kate for reviewCaleb Harvey1h 30minvoiced
6 June 2025Start development on new finance tab on the contact screen. Bring through new design to test the waters with AMETS.Caleb Harvey7h 15minvoiced
11 Apr 2025Credit Card Entry - Store the existing details in the system for credit card into a new field as encrypted base64 - Sore the last 4 digits of the card details in a field along with "••••" to represent numbers - Show this field in the finance tab followed by an update card details button - On-click, this button contains global entry fields for name, card number, expiry date and csv - When storing the details, the fields get converted into the new base64 encrypted field - Add a view card details button on under the update button to show a pop-up dialogue that shows the details by converting the base64 into text again. - Create a new table to store card access history - The fields here are username and timestamp - Create a new record linked to the selected contact in this history table every time the view card details button is pressed to show an audit of staff accessing card details - Add the view card details button onto the front page for staff use - SuccessCaleb Harvey5h 30minvoiced
4 Apr 2025Advance Contact Filter - Create line in search table called tenement type - Create a relationship of this table to the tenements listed against the contacts - To the search line create an match if the selected tenement type is found inside this list - SuccessCaleb Harvey2h 30minvoiced
3 Mar 2025Relationship Phone Dropdown - Create a new field to hold the contact join phone ID - Create a new relationship from contact to contact join with this new field - Change the current calculation field to either pull from this new relationship if data exists or maintain the currrent method if data does not exist - Add a new lookup phone relationship to find all phones associated to the linked relational contact - Use this relationship in a dropdown ID list underneath the phone calculation area - Add a button on top that is only shown on webdirect to go to this dropdown field - Now the calculation for phone will update when the dropdown is stored is selected to pull through the new relationship data - Multi-phone contacts can now select which phone number to use against a relationshipCaleb Harvey3h 0minvoiced
20 Jan 2025Add Contact Tag State Filter - Add in a new record to the advanced search fields - Make the search list the list of states in the system - Perform a find for the state associated to the tag records against a contact - Test the new filter search - SuccessCaleb Harvey1h 15minvoiced
13 Jan 2025Contact Staff Fields - Add a portal to the new safety tab displaying a new table to house the staff policy documents - Add the correct fields to be displayed from Kate's Email - Add a new button to add records and link it to a new broad script to add any minor table record - Test this tab with success - Go to record admin tab and add all client related data into a group on the page - Hide this group if the contact is a user - Create new fields and headers on the page in place of the hidden data in accordance to email from Kate - Test the hide/show and ensure all fields function with correct data input type - SuccessCaleb Harvey3h 0minvoiced
13 Jan 2025New Contact Function - Change the hides and shows on the admin only tabs to reflect the current system securities - Ensure all tabs are exactly the same as the tabs in main version and update the conditionally formatted buttons to be blue if not on the current tab and grey if on tab - Change layout load to open test layout for littleman when clicking on contact and go through all go to buttons to ensure they are running correctly - Copy version onto live page with new functionality - SuccessCaleb Harvey1h 45minvoiced
8 Jan 2025Contact Additions - Start a duplicate copy of the contacts page - Rewrite tabs into a slide control with buttons and apply hide/show settings to buttons based on privilege - Copy all tab information onto relevant slides - Start to work on creating a page for the HR section by making a new slide and button control to get there and applying hides - Ensure all hide and formatting details are brought accross correctlyCaleb Harvey4h 0minvoiced
17 Dec 2024Contact Tasks Tab - Split a section on the page for the agreement groups and the admin groups - Filter the portal to hold one or the other depending on the action admin page - Go through the creation script to fix new groups not duplicating the admin field from its template - Move this step to new creation rather than duplication - Test adding in a stage 1 test admin task with success - Test the auto creation of child stage 2 with success into admin sectionCaleb Harvey1h 0minvoiced
13 Dec 2024Record Admin - Resize page to screenshots sent through - Add in new fields to contact for checklists and a value count of the checklists - Create the checklist area and point them to the two new fields - Label them as sent through from Kate - Add a title above them for checklist which tracks total marked off our of total limit - Add advanced payment option "Client Managed" - Add hide onto checklists if not a client - Write onboard/offboard for headers - remove names from checklist options - SuccessCaleb Harvey2h 0minvoiced
25 Nov 2024Record Admin Page - Adding data to record admin page for Leanne access only - Feedback to comeCaleb Harvey3h 30minvoiced
11 Nov 2024Address and Phone Number Copy - Web direct address and phone number copy not working - Duplicate the button shown for email and add this process for web direct where required - SuccessCaleb Harvey2h 0minvoiced
6 Nov 2024Contact Additions - Wrapping up changes to the contact page as required by CaitCaleb Harvey1h 30minvoiced
2 Sept 2024Credit Card Details - Fix up the credit card detail section on the finance tab against the contact - Create a new card window showing the details in a non-editable group of fields - The user can view the details and close as the only options - Put a button on the summary page to display these details - SuccessCaleb Harvey1h 15minvoiced
27 May 2024Reassign Koonenberry tenement holders for godolphin tenementsCaleb Harvey1h 15minvoiced
22 May 2024Update contact names on contact tasks - Perform a manual update on all contact tasks to pull through any changes made to their assigned contact name - When the contact name is changed, it updates all tenement and tenement tasks but neglects the contact tasks - Add a n extra step in their to go to the task table and perform a find using the contact ID - After all tasks have been found, update them to pull through the correct client name - Test this by changing the contacts name on littleman and see if tasks update -SuccessCaleb Harvey1h 15minvoiced
10 May 2024Marketing Page - Create a new tab called marketing - Add in the fields to the contact table and marketing page for all extra marketing information required as per template - Add the table showing all email address similar to the tags table - Change the tick options on this page to do nothing and copy them under relevant headings for draft version - Create a new notes portal called marketing notes and only have it show the notes labelled as marketing - Also show these notes in the notes on the details tab - Create a new notes section for campaigns and only have it display notes from this category - Create add note buttons under both of these headings which automatically mark the notes as needed - Stop the campaign notes from showing in the details section - Call with Anita to go over the new page and add changes if neededCaleb Harvey4h 30minvoiced
8 May 2024Add fields to Record Admin - Add the fields lodgement date, renewal date and rate to the contact table - Move these fields into the record admin under the other field areas - Remove the name fields and the verified field - Set the rate field to show as a dollar valueCaleb Harvey0h 30minvoiced
6 May 2024745 - Copying in Web Direct - Filemaker copy function not working correctly for web direct users - Researching different options about how to copy to the clipboard as a web direct user - Finding a function that may work but required direct clicking into a web viewer on the client side - Adding this web viewer into a popover button on the portal row referencing the email field on the relevant portal relationship - Testing in web direct with success on mac and awaiting testing on windows - SuccessCaleb Harvey1h 0minvoiced
23 Apr 2024Change Contact List view - Add new field in the contact table to store the last name, first name for non client contacts - Update all contacts to pull through data to this new field - Add this field to show on the contact list and sort by it on both the archived and active contact portalsCaleb Harvey0h 30minvoiced
8 Apr 2024Stop work on Task and Tenement Tab in Contact - on both tabs change the background colour to red if the contact is currently on stop work using a conditional format - Also add the stop work text in red up the top of both tabs - The tenement list statuses on the tenement tab need to change from stop work/caution to showing the actual status of the tenement - Go into the directory table in the back end and find the info status field's calculation - Update the calculation to only show the status of the tenement as stop work and caution are no longer needed - Perform a custom script to update all tenements to bring through the new status to this info field - SuccessCaleb Harvey2h 0minvoiced
2 Apr 2024AMETS - Talk to Caitlin about progress; work on mods to Contact page as per her request;Mark Hughes3h 0minvoiced
12 Mar 2024Add AMETS Service Type to Advanced Filters - In the advanced search table, add the service type field - Manually input the list to choose from using the data in the current choicer list on the contact. select page - Test to see the search for service type is correctly working - SuccessCaleb Harvey0h 30minvoiced
2 Feb 2024Contact Emails Formatted Incorrectly - Liaising with Anita to fix the contact email issues - Changing the existing field to substitute out all spaces, paragraph spaces and any other special characters that are in there from copy/pastingCaleb Harvey1h 0minvoiced
29 Jan 2024Adding in Search blanks in Contact Details - Creating a blank merge option - If this is selected, hide the value field - Manually script out the fields wanting blank searches as perform a find and place a "=" in the filed to search for blank - Test the search for blanks with success - Reformat and manually write out all requested searches for blanks in a contact including Relationships, states, emails, phone number and state managersCaleb Harvey2h 30minvoiced
22 Jan 2024Remove spacing from Emails - Change the formula on the email input and email picked field to pull through the email address for a contact and substitute out the spaces - Run an update on all contact join tables to update the changeCaleb Harvey1h 0minvoiced
Invoices
NumberDateTotalBalanceStatus
CI00006030 May 2024AUD 11,200.00AUD 0.00paid
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