Job Maintenance

Use this form to create and edit jobs. You can only maintain jobs if the job profit centre belongs to the profit centre group assigned to your user preferences on the JC User Preferences form.

Creating Jobs

Enter data on these forms to create a job:

Some parameters default to new jobs using the JC Module Control settings.

You can also use Job Templates to create jobs, which enable you to select a pre-defined template (or parent job, if you're creating a sub-job) complete with default parameters. This saves time when creating new jobs that have the same or similar parameters to existing jobs. To select a template when creating a new job, press F5 while on a empty form or click the icon on the toolbar.

Note: The description of the job template defaults as the job description, so you must change this to reflect the new job description if applicable.

You can also create a job by copying an existing one. Select the job to copy and click the icon on the toolbar. You can copy the existing job's user defined trees and/or user defined fields to the new job. Select the options you need, and then click OK to create the new job. Enter a job code and the description of the job.

Click the toolbar icon to delete a job. This only enabled if no transactions have been processed with the job.

Accessing Transaction Entry Forms

You can access these forms from the Job Maintenance form:

Transactions
Service Requests (only if the CRM Service & Support module is in use)
eTimesheets (only if the CRM eTimesheets module is in use)

Buttons on This Form

You can access these forms from the Job Maintenance form by clicking the buttons on the right side of the form. The form that opens is pre-populated with details of the job that was selected on the Job Maintenance form you accessed the form.