Customizing Jobs

New Features > Customizing Jobs

Customizing Jobs

You can easily customize your jobs by using custom lists and fields as well as job status’.

Creating custom lists gives you additional filters to sort reports.You can use custom fields to add specific information for each job. For example, if you label a custom field Specific Instructions you can add instructions for that job to tell your employees working on the job that they can only use the side entrance of the building to enter and exit. Another example can be for Access Codes. Enter the specific access code to set the alarm when leaving the job. These are only a few examples. Although custom fields cannot be used as report filters they can be used for many other details pertaining to the job.

Job Status is a report field that can be added to a report by customizing a job report. This can give easy access when reporting financial information to the bank when applying for a loan. Current or active jobs can represent potential continual income as long as the job lasts.

To name a job custom lists and field names

1	Go to the Lists menu and select Custom Lists & Field Names then select Jobs from the drop down menu. The Custom Lists and Field Names window appears.

2	The Job tab is selected, enter the names for each of the custom lists and fields you want to use.

3	Click OK to close the window. The names for the lists you have entered will now appear in the Job Details tab of the Job Information window.

To create a custom list entry

1	Go to the Lists menu and select Custom Lists then select Jobs. The Custom Lists window appears.

2	Select the Custom List for which you want to create and entry.

3	Click New. The Edit Custom List window appears.

4	Enter the custom list entry’s name and then click OK. The entry appears in the Custom Lists window.

To assign a custom list and enter custom fields to a job

1	Go to the Lists menu and select Jobs. The Jobs List window appears.

2	Select the job you want to customize and click Edit. The Job Information window appears.

3	Click the Details tab.

4	Select from the list entry’s applicable to this job.

5	Enter specific information relating to the field.

note : Custom Lists and Fields

A custom list can be used to filter a report, however a field can only be referenced and cannot be used to filter a report.

To create a job status

1	Go to the Lists menu and select Job Status. The Job Status List window appears.

2	Click New to open the Edit Job Status window.

3	Enter the name of the Job Status.

note : Entering multiple job status

If you have several job status to enter at one time, click the New button after entering the status. This will keep the Edit Job Status window open.

4	Click OK to accept the change and close the window.

To assign a job status to a job

1	Go to the List menu and select Job. The Job List window appears.

2	Select either a Header Job or a Detail Job and click Edit. The Job Information window appears.

3	Click the Job Status field. The Select from List window appears.

4	Select the status applicable to the current state of the job.

5	Click OK to close the window.

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