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The Job Actions page lets you manage a single job by using links located
in the Job Setup, Field Actions and Other tabs. You can also see how many
days into the job, the percentage of completion, the promised end date
and the name of the primary contact person for the job.
Click the Job Name field and
choose a job from the drop-down list. The drop-down list is only available
for Active jobs. Your security role determines what you can access on
the Job Actions page.
Job Setup tab: Use the Job Setup
tab to manage jobs and tasks within the jobs. Your access to this tab
and the functions on it are dependent on your security role. Click one
of the functions shown below for more information. Depending on the modules
your company has turned on you may not see all of the following:
Job Detail Job Users Schedule Management Add Task -
Wizard Add Task -
Direct Task List
Summary Task Update Job Options Job Selections
Field Actions tab: Use the Field
Actions tab to manage jobs, job information, and orders. Your access to
this tab and the functions on it are dependent on your security role.
Click one of the functions shown below for more information. Depending
on the modules your company has turned on you may not see all of the following:
Job Management
- Express Job Management
- Express By Stage Receive an
Order Extra PO (EPO)
- Wizard Extra PO (EPO)
- Direct Extra PO (EPO)
- Free Form Extra PO (EPO)
- Not To Exceed (requires
the Not To Exceed EPO module) Create Back
Charge Only (requires the
Back Charge Functionality module and role) Add a Memo
Task Job Notes Job Information Job Options Job Selections Task Update - Update
the following information for multiple tasks at a time:
Other tab: Use the Other tab
to upload and attach images to your job and provide a graphical view of
your job status. All users can access this tab. Click one of the functions
shown below for more information.
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