Job Management

Introduction

The Job Management system relies on a variety of functions to help you manage jobs and record valuable data. Some of this data lands on the Job Management Screen to give you an overall picture of where the job is at and what has happened during the job. Job timing can also be recorded here and this information can be useful to review after the job is completed and when the job is required again.

In the bottom left hand corner of the Sales/Job Screen you will find four handy Job Management buttons.

Analyse Sales Performance: Shows Job costs and profits

Job Stock: Shows stock requirements for the job and what the stock arrival status is.

Job Management: Recording of when departments and people completed work, notes on production, time recording facility and Job Planning facility.

Contact Log: Shows any customer communications that have been recorded in regards to the job.

In this document we will concentrate on the Job Management screen

Job Management

Click on the Job Management Button to view screen

This screen brings together Job management information to show you the status of a job and to bring together recorded notes.

Reference: Drawn form the Sales Screen

Status Notes: Drawn from the Outstanding Jobs Schedule

Task: List of Departments associated with this job.

The task check box can be ticked here, in the Job Management Screen or on the Outstanding Jobs Schedule.

Ticking either checks the Outstanding Jobs Schedule and vice versa.

To mark a task as completed from the Job Management Screen check the the box to the left of the task.

When you take this action in the Job Management Screen the Job Management Detail screen opens where you have the option of changing the date or user name, add in notes and time taken.

Job Management Detail

Date Completed

The date that the task was checked as completed. You can change this by clicking on the date field drop down.

User

Automatically generates the user who is logged in. You can change this by clicking on the User field drop down.

Notes

A plain text note pad that allows the user to record any special notes regarding this task.

Time Taken

Facility to record the time taken to complete the task. This value gets added to the Job Time Total on the Job Management Screen.

Job Management Screen continued

Contact Log: Opens the customers contact log

Analyses Sales Performance: Opens the Analyse Sales Performance

Create Job Plan: Opens the Individual Job Plan

Job Time Total: The sum total of each departments time to do job as recorded on the Job Management Detail screen.