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To return to the main Beginners Guide menu click here.
There are two types of jobs in this area:
Jobs used by PM that can automatically update and these are the Standard System Job Types (that is, Accounts)
Those that are created by the user and these do not have automatic updates
The standard system job types (and other jobs) are linked through as services for each client. The service control the work that is done for the client. The jobs that you create will define how you use PM on a daily basis. Each job has a profile that consists of the stages of the job that you will go through from start to finish.
To link a job to the standard system job types they need to be created in the correct form. For example the Accounts job will repeat `once per accounting period`. With this set you can then link the job to the standard system job.
Setting the job as a standard allows certain stages to
complete automatically. An example of this is when you send a Checklist
out to a client through Personal Tax this will update the relevant PM
job.
To link a job to the Standard System Job Profile, complete the following steps:
Ensure the job is created correctly (by way of recurrence).
Log into System Maintenance as MASTER.
Go to Practice Management | Standard Job Types
Click the magnifying glass against the Job you are interested in (for example Accounts production).
From the list of Jobs select the job you want to be linked.
Click OK.
This job can now have stages automatically complete when certain events occur. For more details on editing stages within a job please click here. There is a default profile available for each of the standard system job types and these can be customised to suit the needs of the practice.
If a job linked (to the Standard System Job Types) has no stages set against them then there will be a default of stages attached. These can be edited.
You can only have one job linked against each Standard System Job Type at any one time.