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The Select Job dialog allows users in Production Management to enter a known job number for quick selection. Should the required job not be found, the Search button can be clicked to open the Search dialog for a more detailed search.
Selecting A Job
- From the File menu, select Select. The Select Job dialog will be displayed.
Tip: From the toolbar, select IMAGE or Press F3.
- Enter a full job number.
- Click Select to display the job in the context bar.
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| Menu | Toolbar | Shortcut |
|---|---|---|
| File > Select |
| F3 |
Searching
The Search dialog allows users to search for a client using a number of search criteria. Change the search criteria if the required client is not found.
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Important: If users access a client from a different region/division, the user is logged out of the current one and into the second region/division. The status bar at the bottom of the screen displays your current region/division.
Search Buttons | Description |
|---|---|
Click to return all search criteria to default. | |
Click to remove all entered search criteria. | |
Click to populate the Search Results list based on the entered criteria. | |
After highlighting a client in the Search Results list, click OK to select that client. The Context Bar (seeContext Bar) will update with the new client's details. | |
Click to close the Search dialog. |
The Search dialog will vary depending on whether it is being used in Production, Client Management or Land Management.
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Enter Search Criteria Group
Field | Description |
|---|---|
Client Name | Search using the client name. |
Contact Surname | Search using the contact surname. |
Street Name | Search using the street name. |
Lot No./Street No. | Lot No.: Search using the lot number. Street No.: Search using the street number. |
Suburb | Search using the suburb. |
Estate/Stage | Estate: Search using the estate. Stage: Search using the current stage. |
House Type | Search using the house type. |
Job Number | Search using the job number. |
Select Criteria/Sort Order Group
Field | Description |
|---|---|
Job Status | Filter the search results by ticking the required job status options. Standard selections include:
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Job Stage | Filter the search results by ticking the required job stage options. Standard selections include:
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All Region/Divs. | Filter the search results by ticking to include all regions/divisions. Note: Selecting a job from the Search Results list that is from a different region/division will automatically transfer the user to the region/division of the selected job. |
Team | Filter the search results by selecting a team. |
Search Results List
Tip: The Search Results list can be sorted by clicking a column header.
Column | Description |
|---|---|
Job | Number of the job for the returned search result. |
Client Name | Name of the client for the returned result. |
Job Address | Address of the job for the returned result. |
Region/Div | Region/division to which the returned result belongs. |
Team | Team associated with the returned result. |
Major Stage | Major stage of the job for the returned result. |
Minor Stage | Minor stage of the job for the returned result. |
Status | Status of the job for the returned result. |
Search Dialog - Recent Jobs Tab
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Most Recently Accessed Jobs List
Column | Description |
|---|---|
Job # | Number of the job. |
Client Name | Name of the client. |
Job Address | Address of the job. |
Region/Div | Region/division of the job. |
Major Stage | Major stage of the job. |
Minor Stage | Minor stage of the job. |
Status | Status of the job. |
Search Dialog - Client Tab
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Enter Name/Number/Contact Surname Group
Field | Description |
|---|---|
Client Name | Search using the client name. |
Client Number | Search using the client number. |
Contact Surname | Search using the contact surname. |
Street Name | Search using the client address. |
Select Criteria/Sort Order Group
Field | Description |
|---|---|
Client Status | Filter the search results by ticking the required client status options. Standard selections include:
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All Region/Divs. | Filter the search results by ticking to include all regions/divisions. Note: Selecting a client from the Search Results list that is from a different region/division will automatically transfer the user to the region/division of the selected client. |
Search Results List
Tip: The Search Results list can be sorted by clicking a column header.
Column | Description |
|---|---|
Client # | Number of the client for the returned search result. |
Client Name | Name of the client for the returned result. |
Address | Address of the client for the returned result. |
Region/Div | Region/division to which the returned result belongs. |
Files | Number of files associated with the returned result. |
Priority | Priority of the job for the returned result. |
Status | Status of the job for the returned result. |
Search Dialog - Land Tab
The Land tab is used to search for and select land in the Land Management module of Framework ECM.
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Enter Land Search Criteria Group
Field | Description |
|---|---|
Street Name | Search using the street name. |
Lot Number | Search using the lot number. |
Suburb | Search using the suburb. |
Municipality | Search using the municipality. |
Estate | Search using the estate. |
Select Criteria/Sort Order Group
Field | Description |
|---|---|
Control Type | Filter the search results by ticking the required control type options. Standard selections include:
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Allocation | Filter the search results by ticking the required allocation options. Standard selections include:
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Availability | Filter the search results by ticking the required availability options. Standard selections include:
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All Region/Divs. | Filter the search results by ticking to include all regions/divisions. Note: Selecting land from the Search Results list that is from a different region/division will automatically transfer the user to the region/division of the selected land. |
Search Results List
Tip: The Search Results list can be sorted by clicking a column header.
Column | Description |
|---|---|
Land Address | Address of the land for the returned result. |
Region/Div | Region/division to which the returned result belongs. Note: The land is not linked to a region/division until it is allocated to a job, therefore theRegion/Division field will not always contain data. |
Estate | Estate to which the returned result belongs. |
Avail. | Available status for the returned result. |
File | Number of files associated to the returned result. Note: The File Number field will be blank if the Land is not allocated to a job. |
Job | Number of the job for the returned search result. Note: The Job Number field will be blank if the land is not allocated to a job. |
Client Name | Name of the client for the returned result. Note: The Client Name field will be blank if the land is not allocated to a job. |