Job creation is easy with QicWorks. Jobs can be created manually or you can utilise your Job templates.
Click on Job from the main menu, then click on Job Management . To create a New Job simply click on the Create New Job link under the Actions Menu on the Job Management screen.
General Information | |
Field Name | Function |
Job Number | 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. |
Select Template | Select from your previously saved Job Template from the dropdown. To find out more see: Action: Create a Job Template Alternatively leave blank to create this job from fresh. |
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 |
Assign | |
Field Name | Function |
Organisation | |
Select Job Owner | Select the Job Owner from the dropdown |
Task | |
Field Name | Function |
First Task Name | This will prepopulate with the Job Name. To change simply type over the top |
How is this Job charged? | Select how this task will be charged |
Customer Order Number | Free text field to enter Customer Order Number. This number is referenced when invoicing |