Jobs do not have to be a part of a service, there is also the option to complete a job on an ad hoc basis.
You can configure a brand new job to use on an ad hoc basis or choose from one of the existing job templates.
- From the Clients menu, select Clients list then find and open the required client.If any of the entries are greyed out and you cannot select them, this is a restricted client — the client record has been set to Private and you do not have access. Contact your IRIS Elements administrator if you believe this is a mistake. Select the Jobs / tasks tab and select Start ad hoc job.
- Select which Job you want to start.
- Set the job date. If you don't select one, a default job date will be applied.
- Select Start job. The job will be added to the Jobs section of the Work tab.