Job Management Creating a New Job
Creating a New Job Overview (continued)
A major element of each Job is the Job Task List. Moving a Job through processing is guided by a well planned use of the Job Status linked to each Job Task. As Job Tasks are approved by the User responsible for completing the Task, the Job advances to the Status of the next Job Task line.
The Job Queue, which is a listing of all Jobs in process, displays the Status of each Job and can be filtered by Job Status. Users access the Job Queue to locate Jobs that require action. For example a Job Status may be labeled Order Parts; the person responsible for purchasing parts will filter the Job Queue on this status to display a list of only the Jobs currently at the Order Parts status and work with just this list of Jobs.
Once the initial data entry of a Job has been completed other Job functions are typically performed by the Operations department of a company. Below are links to detail instructions for the other functional areas of Job Management.
Purchasing Parts / Expense Items, Receiving Purchase Orders
Scheduling Installer(s) - Job Schedule Board
Scheduling Installer(s) - Appointment Summary
Job Change Order - Additions to Job
Job Change Order - Deletions from Job