Defining roles and responsibilities within your organization and establishing a logical workflow so that everyone is on the same page will help your company develop clear outlines as to what is expected of them. This is the logical process of how things progress in your organization from First Point of Contact to Final Invoice paid.
TIP: When setting up Operations/Target Lead Time and other associated larger type tables it pays to start at 10 and then progress by intervals of 10 or more on the order so that you have more flexibility later in adding other interim records. Failing to do this will consume unnecessary time in setting up of Jobman and moving orders around.
If you have never done this as a Company before, writing all of your steps on a whiteboard or a large piece of paper is a good idea to begin with. Enter operations generally associated with the production of a typical Job Type. These should group and flow with the Job Status that you have just created. You can have an Operation Type associated with more than one Job Type. Repeat the process for all the Operations for all the different Job Types.
Specify average hours for this operation and Percentage complete. This can be refined later.
Important: Operations belong to Statuses. Keep Statuses in sequence. Operations can belong to a Job Status that might not seem like that they belong but must not make Statuses out of order! You can have an Operation like “60% Invoice” in a Status that it would not normally belong to, for example “Assembly”.
Adding a new record will bring up a screen that looks like this. Create a name to define the Operation that you want staff to log onto.