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Workflow Job Status

Summary | Guide | Job Status Groups | Create a New Job Status | Modify a Job Status | Remove a Job Status | Related Articles

Summary

A Job Status is a list of steps your job will use as it runs through a workflow. You need to create all possible Job Statuses that could be used in Oneserve. Once created, you can use the same status across multiple workflows so will not need to create duplicates.

Guide

Job Status Groups

The Job Status Group is used to group similar status' together for reporting. For example, if you have multiple steps before work starts you could class them as Pending.

Each group is colour coded so when you review a job, the status will allow users to quickly identify what part of the workflow the job has reached.

Job Status Group Description
Screen_Shot_2016-03-30_at_08.31.03.png Pending - The Pending Job Status includes the steps before work commences on site, e.g. Waiting to Start, Schedule Appointment or Make First Appointment.
Screen_Shot_2016-03-30_at_08.30.15.png In Progress - Used to identify when work has started but is not yet completed, e.g. Work in Progress.
Screen_Shot_2016-03-30_at_08.30.21.png Complete - Used for all stages between completed work and invoicing. If you have review stages such as Operationally Review or Commercially Review, this group should be used.
Screen_Shot_2016-03-30_at_08.31.10.png Ready for Invoice - this Status should be used when a job has been reviewed, all costs have been allocated and the job is ready to be invoiced.
Screen_Shot_2016-03-30_at_08.31.16.png Non Chargeable - An option should you have jobs that need to be marked as completed but shouldn't be included in invoicing.
Screen_Shot_2016-03-08_at_10.36.46.png Invoiced - Should be used once the costing on the job has been finalised and no more cost alterations should be made. This group will cover your Invoice and Paid statuses.
Screen_Shot_2016-03-30_at_08.32.30.png If your jobs do not fit into the Invoiced or Non Chargeable groups, you can use one of these groups instead.
Screen_Shot_2016-03-30_at_08.32.23.png Two separate options to accommodate Cancelled and Aborted jobs.

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Create a New Job Status

To create a new Job Status:

  • Select the Cog icon to open the Admin menu
  • Select Job Status under the Job section
  • If you have already created job statuses, they will be displayed in the list view
  • Use the + icon in the top left of the screen to create a new job status

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  • The Measured flag can control the status of your cost lines on the job cost tab. If your Cost Type has an initial status of Estimate and final posting type of Actual, the measured flag will allow the posting status to change. This can be used on financial review stages, after checking the job and moving it to the next stage it can update the costs to actual automatically instead of updating each line individually, this will indicate that the costs can be invoiced to the client or customer.

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Modify a Job Status

To modify an existing Job Status:

  • Select the Cog icon to open the Admin menu
  • Select Job Status under the Job section
  • If you have already created job statuses, they will be displayed in the list view
  • Click on the name of the Job Status you wish to edit to bring up its details menu
  • Modify the name, group, description or Measured flag depending on the change you wish to make
  • Click Update to save your changes

img10.png

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Remove a Job Status

To remove an existing Job Status:

  • Select the Cog icon to open the Admin menu
  • Select Job Status under the Job section
  • If you have already created job statuses, they will be displayed in the list view
  • Click on the Actions button next to the item you wish to delete and click on Delete

img11.png

  • Alternatively, you can delete multiple entries by ticking the check boxes next to their name and clicking on the bin icon in the top left of the screen

img12.png

Note: A Job Status cannot be removed once it has been linked to a Workflow

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Related Articles

Creating a New Workflow

Workflow Examples

Creating Status Rollback

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