Beginners Guide - Jobs on Clients

To return to the main Beginners Guide menu click here.

You can create a job for a client through several different screens.

The two main ways for this are:

• From the Job Planning screen

• The client details themself

For details on the job planning screen click here.

From the PM icon right-click and select Client Lookup and View the client in question. The jobs tab details the current jobs on the client.

To create a new job:

1. Click New.

2. Select the Job required.

3. Edit the Job Manager/Assignee as appropriate.

4. Enter the period start/end information and statutory deadline if required.

5. Click Insert.

This job will then take its place amongst the other current jobs.

• If the service for the job does not already exist then you will get a prompt asking you to set up the service. It is advisable for you to set the service up.

For each client job you can view the job to assign a staff member to each of the job stages. For more information click here.