Record/view job details
Practice Admin Managers Partners Job Admin
- Select the required job, then select the Details tab.
- Complete/view the page as described in the following sections, then click Save Changes.
Name and Job Code
The title of the job and job code which must both be unique to the client. These will be visible/available in any applicable grid lists or reports.
Job Class
This drop-down is used to categorise the job so that it can be grouped with other similar jobs in reports.
The options available from this drop-down can be edited via the Task Class category (General Categories). See Create task classes.
Job Status
Used to identify current progress. Choose from the following options:
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Not Started – indicates that the job has not been started. This status will change automatically when time is entered for this job.
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In Progress – this status is automatically chosen once time is entered for this job.
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Complete – if selected, no further time or expense entries can be made for this job, but it can still be billed or written off.
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Closed – indicates that the job is finished and there is no longer a WIP balance for the job. The job will not be shown in any job lists.
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Pending – indicates that the job has a questionnaire requiring submission and/or approval.
Workflow Status
The available statuses will depend on what has been set up for your organisation and which service the job applies to and are only visible if you have the applicable permissions. A status can only be selected once the Job Status is changed to In Progress.
You can mark a workflow status as complete by clicking the Complete button.
Current Staff
Displays the staff member who is currently assigned to the job based on who the job was forwarded to.
Forward
This button allows the job to be forwarded to another staff member. The default drop down will display any staff associated with a role on the job (as defined on the roles tab - see Record/view job roles). See Assign/forward jobs.
Office, Department
These lists are used to set the office and department dealing with the job for this client. They can be used for reporting and to filter jobs when viewed in a list.
Master File
This is text field that can be used to record the location of a master file for the job (if used), such as a folder directory on a server. This is recorded for your purposes only and is not used by the system.