JOB CHECKLIST

Importance of populating and updating job checklist

Jobman provides you with both being target date driven and a measurable software tool for manufacturing processes. It’s important to understand how the use of checklists will be the most important key core driver of your Jobman software. 

Setting up job operation types and creating checklists for different job types are critical. Once jobs are created, you must make it a priority to set up the checklist (known as job scheduling) with populated operation durations, target dates due, and updating the operation types listed in checklists as they are completed. This will manage the required job processes from beginning to the end as required which should result in the job being completed within the specified lead time.

Note: Unfortunately, if you fail to populate and use the job checklist function as outlined above, you will miss out on a lot of other functionality which flows from the checklist, this will include Agenda Screens, automated email triggers, job bar charts, capacity planning report, and filter options on Reports. Once you have set up Job Statuses and then Job Operations you can access the Job’s checklist two ways. 

Note: This will only happen when Target Lead Times have been set up correctly.

There are two ways to open the Checklist form:

1. Double-clicking on a Job then click the Checklist Button
    
2. Clicking on the checkbox on the Job
   

Note: The Time and Attendance works in accordance with Jobman’s checklists. It is very important to set the first target date so that the rest will populate.

Target Dates may be locked by clicking on . The target date will then remain the same even when all other dates are changed.

A locked target date is indicated by grayed out text and a changed lock icon.

The times are set by populating the Average Hours in the Job or Lead Operation Type. These times are also populated from the assigned labour in a quote.

Set your Target Dates forward or backward or both

After a target date is set a pop-up box will appear asking whether you want to populate dates before and/or after the one you have just set. This allows for you to set an install date for example in the future and it will pre-populate according to your Target Lead Times.

Locked Target Dates will not be changed.

Existing Jobs will keep their Statuses and Operations. Only new Jobs will receive any modifications made to Status and Operations.

Adding a Job Task to the Checklist

Not all jobs are the same and you may need to add tasks to a checklists on the fly.  

To add a new item in the Checklist, click on Tasks (1) and Add Record (2)

Name your custom operation, fill in the other details in the popup and click Save. The operation defines the Type, Job Status and positioning within the Job Checklist.

The new task is now shown in the checklist and also time and attendance screens where staff can record the time taken to complete.

Note: Not all staff will be able to add in an extra job task, this will depend on the staff access level they are assigned.

Updating Checklist

Once checklist operations are being ticked off, it will start to display as per the below example, seeing the job progress forward and auto-update into the required job status. Updating the checklist can be performed in multiple ways using Jobman:

1. Clicking complete on a job task using the mobile/touchscreen time & attendance interface.
2. If you are an office user and adding the job task to your timesheet, you can use the % completion cursor, and once dragged to 100% the operation will be ticked in the checklist.
3. You can click open the job checklist, and tick the checkbox in front of the operation which will update to complete. 

Note: Depending on how your staff profile is set up with the assignment of operation types, you may not be able to tick completed operation types on the checklist, these operation types will show as greyed out as per the below example.

Note: If you have operation types displaying as greyed out as per above, you will need to request that your company Jobman Champion update the assigned operations on your staff profile. Click here for more info: Staff Set up