GENERAL SET UP INFORMATION
STAGE 1 - SET UP
STAGE 2 - SET UP
STAGE 3 - SET UP
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JOB STATUS

Operations belong to Statuses. A Status describes where the Job/Lead is physically at. If there was a physical file holding all the information pertaining to the Job and that file moves with the Job so that persons can reference relevant information, then this would be the “Job Status”. 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 you keep you Statuses simple and assign operations to statuses as shown below.

 

ON HOLD

Occasionally there are times that you need to say HOLD IT 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.

All too often Jobs can slip through or someone without authority allows the job to keep happening and potentially costing more than the job’s worth in mistakes or the client was in the process of making up their mind. Whatever the reason, adding another Job Status that only a level 5 can change it to or release it, will stop other recording or change of data.

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

Enter Automatically: ………………………………………..

Finished: ………………………………………..