Job Management

To access the Task Action Popup, click the Task hyperlink in the left column. The Task Action Popup lists all jobs from the previous page that are associated with the task you clicked on. This page allows you to manage these tasks individually.

In the Task Action pop-up window, you can:

• Choose a TBD Supplier.

• Start or Complete Tasks.

• Reschedule Tasks.

• Send notes to supplier (notes entered in task notes will be sent to supplier when this box is checked).

• Add task notes (if send note to supplier check box is not checked, this is simply task notes).

• Remove exceptions.

• Skip or Cancel Tasks.

• Choose schedule change reason.

• Use Sticky Date to change Start or End Dates.

To perform actions in the Task Action pop-up window:

1. Use Sticky Date or type in the Start and End Date fields to change the dates.

2. Click the check boxes of the actions you want to perform (Start Task, Complete Task, Hold Payment, Cancel, or Skip).

3. Add Notes if you need to. Click the Send Note to Supplier check box to send the note to the supplier, or leave it unchecked to save only as task notes. (The "Send Note" check boxes are only available if the supplier is on SupplyPro.)

4. Choose a Schedule Change Reason from the drop-down list under the Box Schedule, if necessary.

5. Choose a Schedule Change Supplier from the drop-down list under the Schedule Change Reason, if necessary. (This will only appear if the module "Job Schedule Change Supplier" is turned on.)

6. Click the Show Explanation button under the Schedule Change Supplier to enter a Schedule Change Explanation, if necessary.

7. Click the Apply Changes button. The Task Action pop-up window will close and take you back to the Box Schedule page.

8. Click the Update Tasks button on the Box Schedule to save your Task Action changes. If you don't click Update Tasks on the Box Schedule page, your Task Action changes will not be saved.

9. Or, click Cancel to close the Task Action pop-up window without making changes.

Task Action pop-up window Columns:

• Lot/Block - Lot and block number of the job that contains the task.

• PO Number - PO number of each task. If the task is an EPO, (EPO) will appear at the end of the PO Number.

• Supplier - Supplier assigned to the task.If the supplier is TBD or the task as not been started, user can click on the supplier link to open the Select Supplier pop-up window. Here, user can change the task supplier. Call Vendors will be identified in red text.

• Supplier Status - Shows TBD for TBD suppliers.

• Lead Date - Task lead date.

• Start Date - Task adjusted start date.

• Start Task - Click this check box to start the task and send notification to the supplier or trade.

• End Date - Task adjusted end date.

• Complete Task - Click this check box to complete the task. A completion notice will be sent to the supplier or trade.

• Reschedule Task - If tasks needs to be rescheduled, user can enter a reschedule date.

• Exception/Hold Payment - When completing a task on the pop-up window, use can click this check box to complete the task with exceptions.

• Send Note to Supplier - Click this check box to send the note to the supplier, or leave it unchecked to save only as task notes. The "Send Note" check boxes are only available if the supplier is on SupplyPro.

• Task Notes - If the "Send Note" check box is unchecked, notes as saved as task notes.

• Cancel Task - Click this check box next to the task you want to cancel. You can only cancel in progress tasks.

• Skip Task - Click this check box next to the task you want to skip. You can only skip scheduled tasks.

• Critical Path - Indicates the task is a critical path task.

Legend

• Green Cell – Task will be started or completed when you click the Update Tasks button.

• Red Start Date Cell – Task start is late.

• Red End Date Cell – Task completion is late.

• Black Start Date Cell – Task should be started today (task's lead date is the current date).

• Black End Date cell – Tasks should be completed today (task's end date is the current date).

• Red Date – Completed task with exceptions.

• (EPO) - If task is EPO, this will appear after the PO Number.