| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
Article Index
| Table of Contents |
|---|
The Select Job screen allows users to search for a client or job using multiple search criteria. The Search Results list displays the results of a search.
...
Search Group
Searching can be performed on all or part of the entered criteria.
| Info | |
|---|---|
| icon | false |
ExampleEntering 'A' into the Street Name field will, once the Refresh button has been tapped, list all street names that begin with, or include, the letter A. Importantly, upon any update within the search criteria, the 'Refresh' button from the side bar or context bar must be pressed. |
...
| Tip |
|---|
If the required job is not found, modify the search criteria. |
The following fields are able to be used to filter the results of the job search.
Field | Description |
|---|---|
Lot Number | Lot number of the house. |
Street Number | Street number of the house. |
Street Name | Street name of the house. |
Suburb | Name of the suburb the house is located in. |
Job Number | Number of the job. |
Client | Name of client. |
Supervisor | Name of the construction supervisor. |
Manager | Name of the construction manager. |
House | Type of house. |
Select Stage | Current stage of the house. Tap the required stage. Example: Administration, Construction, Handover, Maintenance. Tip: Multiple stages can be selected. |
| Tip |
|---|
Some users and companies may utilise different fields to classify jobs, e.g. house type, lot #, client etc. Knowledge of this process can be applied to filter and sort results to suit your workflow. |
...
| Info |
|---|
The columns on the 'Select Job' screen are able to be sorted, allowing for easier visibility of certain jobs, e.g. for a particular client, or particular house type. Simply tapping on the column name will sort in ascending/descending order. |
Select Job Sidebar
The Select Job sidebar contains the following options:
...
Action Group
Action | Description |
|---|---|
Refresh | Perform a search on criteria entered into the search area of the screen. |
Clear | Clear criteria entered into the search area of the screen. |
Select Job | Tap to select the currently highlighted job as the selected job. The context bar will be updated. |
Search Results List
The results of the search based on the entered criteria, in order of Site Start, which presents the list in Build Sequence.
Forecast Colours
Colour | Description |
|---|---|
Blank | No Site Start or Forecast Site Start has been entered |
Forecast | Forecast Site Start has been entered, but is in the past |
Forecast | Forecast Site Start has been entered, and is in the future |
Actual (Black) | Actual Site Start date has been entered. |
When using the default site start filtering, unforecasted dates will appear first, then in order of Site Start from oldest to latest.
...
| Info |
|---|
The same forecast colouring is used in various other parts of the system, e.g. the call forward programme. |
Procedures
Selecting A Job
On the 'Select Job' screen, enter all or part of the required search criteria.
Tap Refresh. The Search Results list will be updated.
From the Search Results list, select the required job and tap the Select Job button, or tap twice on the job. The selected job will be displayed in the context bar.
| Tip |
|---|
Whenever a job number is listed on any screen, tapping twice on the job number will set that job as the current job. The context bar will update with the job details. |
...