Action: Edit a Job

Action: Edit a Job

Once a job has been created and saved, you will need to convert to edit mode to make any further changes.  It does not matter if you have already allocated time or costs to the Job, as the job is editable with any job status.

Click on   Job   from the main menu, then click on   Job Management  . To view a particuar job simply click on the Job's Number  from within the Job Management Table.  Once your job is opened in view mode, simply click on the Edit Job link under Action menu.



Your job is now available in edit mode for your amendments.

Editing your Job Details


 Navigation Menu: Click on hyperlinks to navigate to that screen
B   Action Menu: Click on hyperlinks to navigate to that screen
C   Report Menu: Click on hyperlinks to navigate to that report
Bills Menu: Click on hyperlinks to navigate to that screen
E    Job Overview: Job details available in edit mode.
F    Show Help Tooltips: Click to show field help information
G    Tasks List: Click on Task name to expend and show Task details in view mode

See below for full details pertaining to  E  - Job Overview :
General Information

   Field Name
   Function
    Job ID
    Mandatory *  QicWorks will automatically assign a generic job number to your job. This can be overridden by clicking on the       O verride checkbox. To find out more see:  Prefix Codes . There are no character restriction on your job number, however it 
   must be unique.
   Job Name
   Mandatory *  Free text field to enter a unique job name
 Job Description
   Enter a description for this Job
   Customer
    Mandatory *   Select a customer from the dropdown who will be invoiced for this work.  Click Add New Customer to create a 
   new Customer account.
  Contact
   Select a Customer Contact from the dropdown. If the name is not in the dropdown, simply type the name.
  Site
   Select the Customer Site from the dropdown. If the name of the site is not in the dropdown, simply type the name.
  Reference
   This is a free text field to enter your own reference.


Controls

    Field Name
   Function
   Job Status
   Mandatory *   Select Job Status from the table below
   Select WBS 
   Mandatory *   Select which WBS structure this Job is to use. To find out more see:  WBS Setup

Job Status explained! 
Planned:  Job is in planning mode and has not been released to the users yet
Available:  Job is available to allocate time and costs to. It can be seen on the App. Schedule, Job Assigner and Planner.
On Hold:  Job is on hold and cannot have time or costs allocated to it. It is NOT visible on the App, Schedule or Job Planner. On hold jobs are shown on the "On Hold" tab within the Job Assigner.
Completed:  Users cannot see or book time or costs to job, but financial Users can still invoice and settile costs.
Closed : The job is closed with all financials settled.
Cancelled:  The Job is 'deleted' from all financial reports.

Assign
  
    Field Name
    Function
   Organisation
    Mandatory *   Select which organisation this Job is for. To find out more see:  Organisations
   Select Job Owner
   Select the Job Owner from the dropdown


Simply enter details as applicable to create a new job.   We recommend that to get the most out of the QicWorks platform, jobs should be constructed in accordance with our minimum requirements found here:    Job & Task Cheat Sheet 
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