LEAD CHECKLIST

The Time and Attendance works in accordance with Jobman’s checklists and it is very important to set the first target date so that the rest populate. This will only happen when Lead Target Lead times have been setup correctly.

Once you have setup Lead Statuses and Lead Operations you can access the Leads checklist in two ways.

Double click on a Lead then click on to the Checklist Button

NOTE: If the Alert icon is shown next to the Checklist button, it indicates that the Checklist has not been set up yet.
Click on the check box on the Leads screen.

Existing Leads will keep their lead statuses and lead operations. Only new jobs will receive any modifications made to lead statuses and lead operations.

Target Dates may be locked so that they cannot be edited. This is useful when you have a specific date that needs to be met as requested by a client.

Not applicable (N/A) Lead Operations

If operations are not applicable, there are 2 ways to remove them from the flow: individually by checking individual checkboxes (1) or as a block by checking the N/A All checkbox (2).

Locking a Duration and Target Date

When a Target Date is changed, there is an option to adjust all other dates automatically. To prevent a specific Duration and Target Date from being changed, click on the lock icon . The lock icon changes slightly and the time and date are grayed out.

Changing a Target Date

You can change an individual Target Date by using the up and down arrows.
This approach does not prompt you to update any other operations.
You can also click on the calendar icon and select a date from the available options.
Once you click outside the calendar box, you are prompted to update the other Target Dates. You have the choice of updating Target Dates before and/or after the one you just edited. Should you select either one or both, all selected Target Dates are automatically adjusted, with the exemption of the ones that have been locked.