The Job List displays a complete list of your jobs and has been designed to provide a logical view and rapid access to your job information. This is the primary method for accessing jobs, and users spend a great deal of time using this part of the system. Using the Job List, users can search and access existing jobs, create new jobs, copy jobs, delete jobs and create job reports.
The Job List has several important parts:
Jobs Menu - The Job Menu allows a user to do the following things:
Job Owner selector combobox (Enterprise users only) filters the job list to display only the jobs for the selected owner or all jobs if "Show All Owners" is selected. When the Job List is opened, this control defaults to showing only the users jobs.
Job Status allows a user to show only Jobs in a particular status.
Active Only dropdown menu lets a user show only jobs that are marked as active or inactive. If the user wants to see all records they simply need to choose that option.
Job Search panel gives the user the ability to search or filter the Job List based on many different criteria.
Print List allows a user to print a Job Search as Web - html, spreadsheet - xls, or portable document formate - pdf.
Job List Tabpane - Occupying most of the space, these tabpanes contain table listings of the user's jobs.
Summary panel shows summary job information for the job highlighted on the Job List tabpane including windows for notes, history, and specifications.
The "Job List" window show the jobs listed with their **Job # **, Job Name, Customer, SKU:Intex, Project Name, Job Status, Bids due date, RFQ Stats, and Active classifications. The Job List shows the bidding information for the jobs.
Sorting Jobs - Each column can be sorted by clicking on the column header label. Clicking again reverses the sort order.
Opening Jobs - Jobs can be opened by selecting a job on the job list and double-clicking it or selecting the Jobs menu / "Open Job" menu item.
Creating New Jobs - To create and open a new job, select the Jobs menu / "New Job" menu item.
Copying Jobs - VERY IMPORTANT FEATURE - To create a copy of a job, select it on the Job List and then select the Jobs menu / "Copy Job" menu item. This will launch the Copy Job window which further refines which information you want included in the copy of the selected job.
Deleting Jobs - Highlight a job and select the Jobs menu / "Delete Job" menu item to delete a job. Rather than deleting jobs you generally will want to deactivate them after they are completed or canceled.
The Active job dropdown allows you to distinguish between jobs you are currently managing and old jobs. Active jobs (those jobs that haven't been closed) will be displayed with the Active Only dropdown selected. The dropdown menu also allows for All Records or Inactive Only. Jobs can be deactivated or activated in two ways:
To protect historical data, jobs are set to "Read Only" mode when they are not active. They may still be viewed, copied and deleted, but in order to edit them you will need to reactivate them first.
Printing job list reports is a two step process. First search, select, and sort the jobs you want the report to contain. Then Click on the Print List button in the Search pane. This will open a File Format Selecter window where you can choose the file format for the report. The options are Web (HTML), Spreadsheet (XLS), or Portable Document Format (PDF).
To copy a job, select the job you want to copy from the Job List, then go to the Jobs menu / "Copy Jobs" menu item. The Copy Job window will then pop up. This window has 4 options for designating which information you want included in the copy of the selected job: Use Automatic Job Numbering, Modify the Current Job Number, Include General Info, Include Production Dates, and Include Suppliers.
When checked, a new job number will be generated from the job number generator. Otherwise, the user can select the option of manually modidying the current job number. Often this is used for adding suffixes to job numbers for different versions of a project.
This option causes the displayed general information (Job Name, Client/Dept. and Project) to be included in the new job. Otherwise the data will not be copied.
This option causes the production dates (Artwork Due, Proofs Due, and Job Due) to be included in the new job. Otherwise they will not be copied.
This option will cause the same suppliers that were selected for the first job to be selected for the new job. If this option is selected, an additional option to include the original prices will also be shown.
The Copy Job function can be handy in cases where you have received long-term contractual prices for pre-set job configurations. When you need to order a job based on contracted prices, simply copy the original job including the supplier(s) and contracted prices, then award the job to the selected supplier and place your order.
On the job list menu, the Activate/Deactivate Jobs button allows a user to Activate or Deactivate jobs that are selected in the Job list. If you click on the job(s) that you want to change from Active to Not Active or visa versa and then click on the Activate/Deactivte Jobs button in the menu it will move the jobs from Active to Not Active or visa versa.
This allows a user to deactivate jobs that are complete so that the information is still stored but no longer appears in the Active job list.
The Reassign Selected Jobs button within the Jobs Menu allows a user to reassign a job that is selected on the job list to a New Owner. Simply select the job you wish to reassign on the job list, then click Reassign Selected Jobs on the Jobs Menu. This will open the New Owner Selector window.
Simply select the desired owner from the dropdown menu to reassign the selected jobs.
On the Jobs Menu the buttons for Configure Job List and Configure Orders List allows a user to configure the job list or the orders list.
A user can customize the default settings for either the job list or the orders list. A user can change the Search Panel Sittings including the Status, Primary Search option, Active/Inactive, and Category Search Field. Additionally, a user can change the List Columns. By adding or removing Columns or changingthe column order.