Job Management

Job Management Express

Use the Job Management Express page to quickly update start dates, adjust task durations, mark tasks complete, skip tasks or submit PO’s for multiple tasks at once.

There are four tabs available through Job Management Express: Schedule, Reschedule, Detail and Re-Calc End Date.  Each tab is explained below and the functions available are on each. Click here for a full explanation of the effects of changing the schedule.

 

  • Schedule tab: This shows all tasks within a selected stage. From this tab you can start, complete, change the duration, start date, or percent complete of a task. Click one of the function names to see detailed steps.

Change the duration of a task

Complete a task

Start a task

Update checklist items

 

  • Reschedule tab: Shows you tasks that are In Progress and the start and end dates for each task. Click one of the function names to see detailed steps.

Reschedule tasks for a specific date

Mark a task as rescheduled

Ignore the reschedule notification for tasks

 

  • Detail tab: This tab shows each task name, rank, sequence, lead time, duration, offset and skip. For predecessor schedules, the predecessor ID is shown. Click one of the function names to see detailed steps.

Change the duration of a task

Skip a task

 

  • Re-Calc End Date: This tab shows lets you do possible "what if" scenarios to facilitate schedule acceleration. From this page, you can change the start date and the duration of tasks that are Scheduled or In Progress. If you change theses fields and click Preview Re-Calc, you see another page with the results of your schedule changes. No changes are made to the actual schedule until you click the Commit button. The column called Lock This Date allows the user to hard code that task to the specific date so that it will not move regardless of other changes in the schedule. Click the function name below to see detailed steps for this tab.

Recalculate the end date

 

Click the View Printable link to have a copy of the Schedule tab that you can send to your printer.

 

To filter displayed job information:

  1. Click the Job Name field and select a different job.

  2. Click the Stage field and select a specific stage. The default is "All Stages.

  3. Click the Status field and select the appropriate status for the tasks you want to view.

  4. Click the Task Type field and choose the desired task type.

  5. Click the Show Tasks button.

 

To update task information:

  1. Click the Task link and make the necessary updates or submit any orders from the Job Task page.

If you click the link in the Supplier Name column, the Supplier Detail page opens in a secondary window.

  1. If any checklist item appears under a task, click the Passed or Failed option as appropriate.

  2. Click the Update Job button either at the top of the page, or at the bottom.

 

To change a start date:

  1. If a white box appears in the Start Date column, you can change the date if necessary, using MM/DD/YYYY as the format.

  2. If needed, click the Schedule Change Reason field and select the appropriate reason for this schedule change.

  3. If needed, click the Schedule Change Supplier field and make the appropriate selection.

  4. Add any relevant notes in the Schedule Change Explanation field.

  5. Click the Update Job button either at the top of the page, or at the bottom.

 

To change task duration:

  1. From the appropriate box in the Duration column, change the number of workdays required to complete the associated task.

  2. Click the Schedule Change Reason field and choose the appropriate reason for making this change.

  3. In the Schedule Change Explanation text box, type a brief explanation for making this change.

  4. Click the Update Job button.

 

To start a task:

  1. If needed, in the Start Date column, type the appropriate start date for this task.

  2. In the Start column, click the associated box to start the task.

If there is an "X" already in this column, it means the task has already begun.

 

  1. Click the Schedule Change Reason field and choose the appropriate reason for making this change.

  2. In the Schedule Change Explanation text box, type a brief explanation for making this change.

  3. Click the Update Job button either at the top of the page, or at the bottom.

  4. If the start date is in the past, you will be asked if you want to allow task backdating. Click OK if you do or Cancel if you do not.

 

To complete a task:

  1. In the Complete column, check the appropriate box to mark a task complete, or type a percentage of completion in the appropriate box for tasks that are in-progress.

NOTE: A percent complete, even 100%, will not complete a task

  • If this is not a Measured Purchase Order (MPO), proceed to Step 2.

  • If this is an MPO, a dialog box appears. In the Rcv Now field, type the quantity you received, even if it is less than the quantity specified. Click Receive Qtys.

  1. Towards the lower left of the page, click the Schedule Change Reason field and choose the reason for making this change.

  2. In the Schedule Change Explanation text box, type a brief explanation for making this change.

  3. Click the Update Job button either at the top of the page, or at the bottom.

 

To skip a task:

  1. Click the box in the Skip column to skip a task.

  2. Towards the lower left of the page, click the Schedule Change Reason field and choose the appropriate reason for making this change.

  3. In the Schedule Change Explanation text box, type a brief explanation for making this change.

  4. Click the Update Job button either at the top of the page, or at the bottom.

 

To reschedule or ignore the reschedule notification:

  1. Click the Reschedule tab.

  2. Find a task that has a red flag next to it.

The red flag icon indicates the task possibly needs to be rescheduled.

 

  1. To accept the reschedule date, click the Reschedule checkbox.

This also sends an order reschedule notification to the supplier.

 

  1. To ignore the reschedule notification, click the Ignore checkbox.

  2. Click the Update Job button either at the top of the page, or at the bottom.

 

To recalculate an end date:

  1. Click the Job Name field and select a different job.

  2. Click the Stage field and select a specific stage. The default is "All Stages.

  3. Click the Status field and select the appropriate status for the tasks you want to view.

  4. Click the Task Type field and choose the desired task type.

  5. Click the Show Tasks button.

  6. Change the values in the Start Date or Duration fields of the tasks where this information needs to be changed.

  7. Click the Preview Re-Calc button to see the results of your changes.

Your Job Management Express page refreshes with a Schedule NOT Updated message at the top of the page.

 

  1. If needed, repeat steps 6 and 7 as many times as necessary until you see schedule changes that are suited to your needs.

  2. Click the box in the Lock This Date column next to any date that needs to remain as shown on the schedule.

  3. Click the Commit  button to update your schedule.

 

Other methods to reschedule a task

You can also click the order number link and reschedule an order from the Summary tab on the Order Detail page.

 

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