The Settings -> Job Titles area allows you to view, edit, delete, and create job titles, which can be used to describe / categorise site contacts. To add a new job title, select the Add Job Titles button at the top-left of the page: This will create a new row in the Job Titles list for you to populate with a […]
Jobs
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Job Diary Notes
The Job Diary Notes section allows you to create a quick note that you can view at any time afterwards. The Notes grid can be sorted by selecting one of the column headings such as Note (alphabetical order), Diary Entry Date, Status (public or private), and Created By. To create a note, simply click on the New Diary Note button at […]
Job Due Dates and Expected Dates
Each job has a due date and an expected date. For reactive jobs, these dates are set by the Job Priority. For planned jobs these dates driven by the due date set in the associated Planned Schedule. The due date and expected date start off the same. The due date is intended to be the more […]
Job Notes
Job Notes record all key job events, and can be viewed on the Job Details page: Every step along the life-cycle of the job will be recorded here, but users can add their own notes to the job by selecting the Add Note button. This will create a new section in the Job Notes area for you to create your own […]