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For further information please see the Job Profile Maintenance Edit Tutorial or Help Screen. Alternatively please see the Job Profile Maintenance Help screen.
From the Job Profile Maintenance screen clicking Edit will give a screen headed Edit job stage details and the description of the stage can be changed.
The Automatic completion field is linked through to the jobs set up in the Standard Job Types. At the moment there are only certain automatic stages and these can only be linked against the Standard Job Types. For further information please see the Automatic completions help page.
The staff member responsible for each stage can also be set to one of 5.
N/A - no-one assigned to this stage
Job Assignee - a staff member who is assigned to this specific job
Job Manager - the staff member who is assigned to the specific client for this job.
Client Manager - the Manager assigned against the client.
Partner - the Partner assigned the client.
This can be changed to give a due date and used by the Job Stages screen. Editing these job stage due dates will allow greater flexibility on the stages are considered to be more important. This will allow the user to quickly and efficiently assess which jobs are seriously overdue.
A Due Date can be assigned by default (with details below) or assigned at a later date at the client level. For more details on this please see details of the job on the client tab.
The Due date based can be changed to be one of 6 settings:
N/A - no Due date assigned by default.
Job start - against the job at the client level a job start date can be assigned. For more details please see details of the job on the client tab.
Job End - same as previous but with respect to an end date assigned. Fore more details please click here.
Job P/ E - the period end can be used as the basis of when a stage should be completed.
Statutory Deadline - depending on the job the statutory deadline is entered by default (if standard system), or can be manually entered. In either case the due date will be calculated from this.
Stage Completion - allows the due date to be calculated based on a previous stage being completed.
The offset for the Due date can be changed so that stages become outstanding sooner or later. This allows fine tuning of the job profile to ensure certain stages get dealt with quicker.
If the Based setting is Stage Completion then this can be changed to a different stage.
Finally the clients for which the stage is relevant for can be changed. For example there may be a stage that only effects Partnerships and Limited Companies. The stage is edited as normal, but when the job is assigned the stages that are not relevant to that type of client will not appear.
Once a stage has been edited to save the changes click on Save and this will update the system. Also at this point the stages can be re-ordered by highlighting the line and clicking on the up/down errors to move it.