JOB CHECKLIST

Importance of populating and updating job checklist: 

Jobman provides you with both being target driven and a measurable software tool for manufacturing processes, therefore to achieve the best use and functionality of Jobman for your company, it’s important to understand how the use of checklists will be the most important key core driver of your Jobman software. Setting up all you job operation types set up for their required job types is one important step, this will enable you to have staff log onto record time against specific job tasks, and also complete these, in which will update the checklist and job status automatically. The second and most critical step is 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 complete. This will make staff more accountable for completing job tasks before the target date due, and also manage the required job processes from beginning to the end as required for the jobs, which should result in your job being completed in 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 2 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

Because not all Jobs are the same, we need to add Tasks into our Checklists on the fly so that staff know that these operations need to be done and time can be recorded against these added task/tasks.

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

Importance of the use of checklist: 

Jobman is both target driven and a measurable software tool, therefore to achieve the best use and functionality of Jobman, it’s important to understand how the use of checklist will be the most important key core driver of your Jobman software. Setting up all you job operation types set up for their required job types is one important step, this will enable you to have staff log onto record time against specific job tasks, and also complete these, in which will update the checklist and job status automatically. The second important step is once jobs are created, you must make it a priority to set up the checklist with populated durations, target date due, and update the operation types listed as complete. 

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, and filter option on Reports.

 Once you have set up Job Statuses and then Job Operations you can access the Job’s checklist 2 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

Because not all Jobs are the same, we need to add Tasks into our Checklists on the fly so that staff know that these operations need to be done and time can be recorded against these added task/tasks.

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 the 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 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

Importance of the use of checklist: 

Jobman is both target driven and a measurable software tool, therefore to achieve the best use and functionality of Jobman, it’s important to understand how the use of checklist will be the most important key core driver of your Jobman software. Setting up all you job operation types set up for their required job types is one important step, this will enable you to have staff log onto record time against specific job tasks, and also complete these, in which will update the checklist and job status automatically. The second important step is once jobs are created, you must make it a priority to set up the checklist with populated durations, target date due, and update the operation types listed as complete. 

Note: Unfortunately if you fail to populate and use 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, and filter option on Reports.

 Once you have set up Job Statuses and then Job Operations you can access the Job’s checklist 2 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

Because not all Jobs are the same, we need to add Tasks into our Checklists on the fly so that staff know that these operations need to be done and time can be recorded against these added task/tasks.

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 the 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 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

Importance of the use of checklist: 

Jobman is both target driven and a measurable software tool, therefore to achieve the best use and functionality of Jobman, it’s important to understand how the use of checklist will be the most important key core driver of your Jobman software. Setting up all you job operation types set up for their required job types is one important step, this will enable you to have staff log onto record time against specific job tasks, and also complete these, in which will update the checklist and job status automatically. The second important step is once jobs are created, you must make it a priority to set up the checklist with populated durations, target date due, and update the operation types listed as complete. 

Note: Unfortunately if you fail to populate and use 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, and filter option on Reports.

 Once you have set up Job Statuses and then Job Operations you can access the Job’s checklist 2 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

Because not all Jobs are the same, we need to add Tasks into our Checklists on the fly so that staff know that these operations need to be done and time can be recorded against these added task/tasks.

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 the 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 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.