Job Details

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Summary

The Job Details section tab contains the main summary of information relating to that job including;

  • Description - Description added to the job during creation, this can be information need e.g. customer complaint work
  • Work Description - Another area for notes against the job
  • Site details - Site address and considerations (if any)
  • Contact Details - Contact name, phone number and considerations (if any)
  • Summary - This includes the work type, cause, priority etc.
  • Client details - Client name and reference
  • Dates - Planned duration, reported date, created, target date etc. - please refer to page Jobs in the past
  • Team - Assigned team and the service of the job
Note: If you have job versioning enabled, you may need to create a new version to allow the app to assess changes against approval rules

User Type Rights

Code Name Description Additional Details
VERCS Create/Submit Job Versions Option to create a new job version and submit it. Versions are used for audit history, New versions allows users to edit job details, add/remove activities and modify costs. Submitting a new version can control job approval rules if costs have been altered Users will require the JAM user type right before they can use the create version buttons
JAM Job/Incident Addition/Modification Option to modify several job and work log details This right controls a couple of options to modify a job, including the option to Modify Contact. This button appears on a new version and allows the user to change the contact name or contact details against the job or add a new contact. The option to 'Change Job Details' on the job details page is controlled by this right. Users can have a option to Create and Submit Job Version but this right is still required for the button to appear
EJCR Edit Job Client Ref The option to alter the client reference on a job  
MPD Modify Planned Dates To be able to change the Planned Start and End dates on a job when you are changing job details. Planned dates are automatically populated by the earliest appointment planned start time and latest planned end time.  
MAD Modify Actual Dates Ability to change the actual start and end date whilst on the modify job detail screen. Actual dates are automatically populated by appointment actual times.  
MTD MTD - Modify Target Date The job priority will automatically calculate the job target date but this right will allow a user to alter the target date field.  
JOBCO MTD - Modify Target Date Ability to change the Coding field on the job details page There is a separate right to allow coding to be set on the job create screen called "[QJCJOC] - QJC - Edit Coding Field" and it can be made mandatory on new jobs using the "[QJC_CODING_MANDATORY] - QJC - Make Coding Mandatory" right
MJTS Modify Job Team/Service If a job has a Pending (Blue badge) or In Progress (Orange badge) job status group you will have the option to change the Job team or Service. The right will allow the button to appear in the Option dropdown against a job. If you use our job versioning functionality a new version will need to be created first The right to create job versions is 'Create/Submit Job Versions' VERCS

Guide

Details can be modified by clicking on the Modify button at the top right of the job details tab.

  1. If you have job versioning enabled, create a new version by clicking on the Create Version button in the top right

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  1. When a version is open, the Modify button will appear. Click here to bring up the edit menu

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  1. In the edit screen, make your changes and save them by clicking on the Save button in the top right

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  • Job Description
  • Work Description
  • Work Log Ref
  • Work type
  • Cause
  • Priority
  • Coding
  • Owner
  • Parent Ref
  • Client Ref
  • Planned Start Date
  • Planned End Date
  • Actual Start Date
  • Actual End Date
  • Target Date