2.3 Editing a Jobsheet
2.3.1 Editing Draft Jobs
Users can edit a jobsheet as they see fit and click on the “SAVE” button once they are satisfied with the changes. For jobs in “DRAFT” status, the Location and Branch of the company can still be edited along with the other fields. The “Server Doc 1,2 and 3” fields are for the technical side and can be ignored.
2.3.2 Editing Final Jobs
Click on an existing job in the jobsheet listing. For jobs in “FINAL” status, the Location and Branch of the company can no longer be edited. This is because the job has been finalized.
2.3.3 Reset Draft Job
Clicking on the “RESET” button will remove all the data for the selected job that is in “DRAFT” status.
2.3.4 Reset Finalized Job
Clicking on the “RESET” button will NOT work on the selected job that is in “FINAL” status. This is because the job is already finalized.
2.3.6 Contract Addition
Users can add a “Contract” to the job while editing. To do this, the “+” button must be clicked.
2.3.7 Add Job Contract
Select a contract from the list and fill in the “Contra Amount” field. This will enable the “ADD” button in the top right corner.
2.3.8 Finalize Job
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Click on “FINAL” to finalize the job. Subsequently users can click on “SAVE” to save the edited job as a draft.
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Finalized jobs will have the “FINAL” posting status.
2.3.9 Finalize Job from Listing
Users can use the listing page to finalize a job as well:
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First select a job from the listing. The selected job will be marked with a tick mark.
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Next click on the “FINAL” button. This will finalize the job.
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The changes will be reflected in the listing as shown below.
2.3.10 Linked Job Documents
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During edit, users can select the “Doc Link” tab and view the “Copied From” documents.
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During edit, users can select the “Doc Link” tab and view the “Copied To” documents.
2.3.11 Documents Attachments
Users can attach multiple documents while editing a job. The “ADD” button will be enabled when a document is attached. The “bin” icon in the attached documents is used to remove attached documents.
