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The Job Management section is the control center for anyone managing
a building project. It lets you add new jobs, manage the schedule for
a specific job, manage orders and tasks and view current and late tasks
via the calendar. The Job Management page contains two tabs, the Job List tab and the To
Do List tab. Depending on your user role, you may be able to
access some or all of these job management functions. Click
here for a full explanation of the effects of changing the schedule.
Job List
The Job List tab shows all jobs, sorted by phase, that you can access.
To use the Job List:
Click the
Subdivision field and choose the appropriate subdivision. Click the
Job Status field and choose the status of the jobs you want to see. A list appears showing your jobs (sorted by phase)
based on the search criteria you typed.
Click the
desired job name link to see the Job Actions
page.
To Do List
From the To Do List tab you can view tasks for a specific building,
subdivision, job, supplier, task type. You can also add notes, take action
on checklist items, mark any tasks with exceptions or document the percent
complete for a task from the To Do List. The filters that are selected
on the To Do List depends on how your User
Profile is setup. The number of tasks and type of tasks that appear
depend on the selections you make in the task filter area. Once your To
Do List appears, you can take action on the tasks from this page.
To use the To Do List:
If needed,
click the Building,
Subdivision/Phase, Job, Supplier, or Task
Type filters to narrow the amount
of tasks to manage. In the Task Filter area, click the necessary
boxes to filter the tasks that appear in the To
Do List. Click the
Show Tasks button. Use
the View Printable link
to create a copy of the To Do List
for printing. Checking the
check box beside a task will perform the next action on the task. For
example, a scheduled task will be started; an in progress task will be
completed. Notes will only be added when an action is taken on a task
(started or completed). Use the Schedule Change Reason field
and Schedule Change Supplier field
to apply a schedule change reason or supplier responsible for the schedule
change. Click Update.
Click the job name link to access the Job Actions page.
Click the task name link to access the Job Task page or
the Order
Detail page. For tasks with Alerts,
the link will take the user to a page to clear or take action on the alert.
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There is a key legend under
the Update button that
explains all of the symbols before the task name link. |
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