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.
| Field Name |
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 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.
Mandatory * Free text field to enter a unique job name
Enter a description for this Job
Mandatory * Select a customer from the dropdown who will be invoiced for this work. Click Add New Customer to create a
new Customer account.
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.
This is a free text field to enter your own reference.
Mandatory * Select Job Status from the table below
Mandatory * Select which WBS structure this Job is to use. To find out more see: WBS Setup
Mandatory * Select which organisation this Job is for. To find out more see: Organisations
Select Job Owner
Select the Job Owner from the dropdown
| 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