Client Job Profile Tutorial

For further information please see the Client Job Profile Quick Guide or Help screen.

This tutorial will guide you through two of the more common ways of accessing this screen and these are:-

Through the Client Maintenance screens

Using Job Planning

If you are completing multiple job stage entries against the clients the please see the Job Stage Fast Entry screen as this may prove a quicker way to enter the information.

Client Maintenance screens

1. Right-click on the Pm icon and select Client Lookup or....

2. View the client browser from any IRISPTP product.

3. Go to the Jobs tab.

4. Highlight the job in question.

5. Click Profile or right-click and select Profile.

6. Review the client job stage and mark any as complete or n/a.

Job Planning screen

1. Right-click on the Pm icon and select Job Planning.

2. Enter the service you wish to search for and any extra criteria and click Find Now.

3. Highlight a client job you wish to update.

4. Click Job, followed by Profile.

5. Review the client job stage and mark any as complete or n/a.