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For further information please see the Quick Guide or Tutorial.
To access this screen, go to Launch | Client Lookup in the Staff Control Panel. Staff Control Panel. Select the client wanted and then go to the Jobs Tab Select the appropriate job and click on View. Then click on the Profile button. Then double click on a job stage.
This screen allows a quick view of the current stage of the job for a specific client. It also allows the user to complete the status for the job stage by entering the completed date and staff name. Where the person viewing the job stage is the person is who has completed the stage the quick entry buttons Today and Self can be selected.
It is also possible to amend other fields within this screen. Firstly, the Assigned person can be changed by selecting the spy glass and selecting the appropriate person from the list. In addition the Due Date can be marked to be Automatic, or have its automatic date status removed by selecting the Automatic check box. It is not necessary to have a due date set, as such the date can be left blank or can be specified using the date lookup as required.
The Post Task allows the user to post a new task and link it to the job stage.
The freeform window at the bottom of the screen allows users to enter notes for the Job Stage.
Selecting Print will display a report specifying the following: Client, Job, Stage, Assigned, Due Date and Completed details.
OK – Saves the changes to the Job Stage and closes the screen
Cancel – Closes the screen without saving any changes to the job stage.