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For further information please see the Tutorial or main Help screen.
With PM open View a client and go to the Jobs tab which will show (as a default) details of all current jobs on that client. From here it is possible to View a job, create a New job, or see the Profile of the selected job. The extra tabs on the client include Attributes, Service, Jobs, Tasks and Notes. For further information please see the extra client tabs.
For more details on the background and creating Jobs then please click here.
Jobs can be created on this screen from the New button or from Job Planning.
The Job identifier - which will be relative to how it has been setup. For details on setting up jobs please click here.
Description of the job.
The Period Start Date (if appropriate - and will be for the Standard System Job Types) is then displayed.
The Period End Date
The Statutory Deadline.
The Status indicating the latest stage to be marked as complete.
At the bottom of the screen are View and New options. From here create a new job or change details of an existing one.
The Profile option, with a job highlighted, will access the clients personal job profile. This will link from the default profile that has been setup against that job. (For details on profiles within jobs click here). For details on changing the status of the job profiles click here.
Finally there is a tick option that defaults to show current jobs only. To change the status of the job so that it is no longer current View the job and mark from within that screen.
The information can be exported to a CSV file.