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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.

  • “Abbreviation” is not required.
  • Colour determines what colour shows on the Target Calendar. Keeping similar colours in similar tones can assist in identification on the target calendar. You can select one of the colours or enter your own HTML colour code. Use a colour picker to find the code for any colour.

  • Job Type. If you want this operation to apply to all Job Types then don’t add filters, otherwise, select the “Job Types” the operation belongs to.
  • Select a “Job Status” this operation belongs to.
  • Check “Is Leave” only for operation’s like Sick Leave for time to be recorded against staff not being at work.
  • “Average Hours” are the typical hours that this operation should take. This can be tweaked on the Job or by Capacity Planning. “
  • Percent Complete” refers to when this operation is done or where the job is up to. This can be reflected in a WIP report.
  • Order” is the order that this Operation happens.
  • Only make an operation not active rather than deleting if not required. Change its order to 1000 if making it inactive.
  • Update all tasks” if you want this change to be reflected in Jobs already setup. Update Task in the job may have to be clicked.