JOB STATUS

Operations belong to a Job Status. A status describes where the Job or Lead is physically at in the process. Operations are actions that happen to that job whilst in that status. 

Before you can enter in Operations you must first define your Job Statuses. Eg. Drafting, Ordering, Machining, Assembly, Dispatch, Install. You can define your own terminology here. It is important to keep the Job Status simple and assign operations to each status as shown below.

ON HOLD

Occasionally there are times that jobs may need to be placed on hold for reasons like;

• The client has defaulted on a payment.
• A decision that needs to be made for the job to proceed.
• Waiting for final amendments to a drawing.

Whatever the reason, adding another Job Status that only a level 5 user can change or release will stop other recording, change of data, or the job proceeding when it shouldn’t.

Note: This status will not lock the target calendar unless the target dates are locked so that this job can be maneuvered to fit others in.

Recommended settings for this status are listed below:

• Enter Automatically: N
• Finished: N
• Edit Access: 5 (level 5 users only should be able to edit a job which is at the ON HOLD status)

Note: The Job Status is set up by default to work without an operation type to be assigned to it, which will trigger the job over to being ON HOLD when required. To ensure this will work as a simple manual change of the Job Status inside the job card, you will need to set as Y for “Always Show” as per the below image.

The idea here is that only job statuses that have a valid operation in that job will show when “Always Show” is set at N.  To use a status with no valid operation assigned to it get, you will have to set the Job Status of  to Y for “Always Show” (by setting that value to “Y” for “Yes”).