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.
...
| 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 sorted 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.
The following demonstrates the 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.
This is also the order that jobs will appear when toggling through on the Context Bar.
Context Bar Toggle
The Toggle arrows 
can be used to select jobs sequentially, based on the Site Start order. As they used, the job details presented in the Context Bar will update, and the job will be highlighted in the list.
| Warning |
|---|
| Info |
The same forecast colouring is used in various other parts of the system, e.g. the call forward programme. |
Procedures
Selecting A Job
- Enter 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, double-tap tapping twice on the job number and the job will be selected will set that job as the new current job. The context bar will update with the job details. |
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
...
Context Bar Toggle
The Toggle arrows can be used to select jobs sequentially, based on the Site Start order. When pressed, this will display the next jobs information on the context bar, and any screens that are job specific will update to hold the new selected jobs information.