On the Jobs page, click on a job to open up the Job Details page. The functions, buttons, links and information that is shown on this page is determined by your user profile. If there are functions you require to do your jobs and the data or links are not shown on your screen, then contact your admin user to request the relevant security roles. Make use of the right hand panel for quick and easy access to related pages. The command buttons and information panels, along with the required security roles are described below.
Use the command buttons
| Button | Security roles required |
|---|---|
| Update status | Jobs - View My Jobs OR Jobs - View All Jobs |
| Add Time | Timesheets - View, Add and Edit My Timesheet OR Timesheets - View, Add and Edit All Timesheets |
| Disbursements - View, Add and Edit Disbursements | |
| WIP Transfer | Invoicing - View, Add and Edit Invoices |
| View WIP | Firm - View WIP and Profitability Information |
| Add Write-off | WIP Center - View, Add and Edit Transactions |
| Close/re-open the job | Jobs - Close Jobs |
| Lock/unlock timesheets | Workflow and Resource Manager |
Use the information panels
The information panels provide information on the job, the client and invoices linked to the job, and much more. There are various links that you can click to access more detailed information or perform actions.
| Action | Function | Security role required |
|---|---|---|
| Edit details | Access the Job Setup page where you can edit details and add a resource. | Jobs - View, Add and Edit Jobs |
| View Client | Access the client's record in Contacts. | Contacts - View Only OR Contacts - View, Add and Edit Contacts |
| Update dynamic fields | If dynamic fields have been set up, they can be applied here. | This is set per dynamic field, see Add Dynamic field to grant access to users. |
| Create an invoice | Create an invoice for the job. | Invoicing - View, Add and Edit Invoices |
| Add comments | Add a comment to the job. | Jobs - View My Jobs OR Jobs - View All Jobs |
| Add notes | Add a note or email reminder to the client's record in Contacts. | Jobs - View My Jobs OR Jobs - View All Jobs |
View the job history
Click the History tab to view the job's history organized into the following information panels:
- Job History - view when the job status was updated.
- Job Resourcing History - view a list of users who were assigned as resources to the job.
- Target End Date History - view the original target end date that was set for the job and any changes to that date.
- WIP Transfer Log - view a list of the WIP transfers that were made.
- Currently Responsible - view the history of when users are set as being currently responsible on a job. This provides a good audit trail if something goes wrong on the job. This panel only displays if the currently responsible field has been set to a user.