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The Files tab is used to manage the files and jobs for a selected client. An unlimited number of files may be created for a single client. The Files list also allows the ability to create multiple finance applications for the client without having to re-enter client details. When a new file is created, new blank screens (such as finance) become available for data input.
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| Each time a job with multiple files is selected, the selected file will always be the initial file that was created when the client was entered into the system. Information for another file in the list can be viewed or modified only after it has been manually selected. |
Procedures
Selecting A File
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- Click the Files list. A shadow will appear around the list to indicate it is selected.
- From the Files list, select the required file.
- Click Select. The selected file number will be displayed in the context bar.
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Only files with jobs can be selected. |
Creating A File
When creating a file, Framework ECM checks for duplicate land details.
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- Englobo Land Job/General Grouping Job
- Estate Job
- Estate Stage Job
- Single Lot - Land and Building(s)
- Single Lot - Land Only Job
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| A job with a Single Lot - Land & Building(s) job type cannot be the top level job. |
The icon The 
icon indicates the currently selected job.
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A hierarchy can be created to link multiple jobs for a multi-unit development.
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| A parcel of land with four apartment buildings containing two apartments each will require 13 jobs to be created for the project: - One for the parcel of land (1). e.g., The Job Type is Estate Job. - One per apartment building (4). e.g., The Job Type is Estate Stage Job. - One per apartment (8). e.g., The Job Type is Single Lot - Land and Building(s). |
Using the Job Hierarchy tab, the primary job is the parcel of land, with child jobs being the individual structures on that parcel of land. Further child jobs representing each dwelling are linked to each structure job.
In this way, town planning work flow dates that relate to the parcel of land, and therefore all of the dwellings, can be recorded against that job. All the jobs to which this date relates can be accessed from the hierarchy. At the same time, information regarding colour selection for an apartment building and its common areas can be recorded against the individual child job, and energy ratings for the individual dwellings can be recorded against those sub-child requests.
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Jobs in the hierarchy all remain independent. Entering a date in one job does not automatically populate others within the hierarchy unless propagation is switched on. |
Procedures
Selecting A Job Using The Job Hierarchies Tree
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- Click New. A new folder will be created in the Job Hierarchies tree with the currently selected job displayed underneath.
- Enter the name of the folder, if applicable.
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| Apartment Building #1, Apartment Building #2, etc. |
Adding A Child Job To A Job Hierarchy Folder
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- From the Job Hierarchy tree, select the job to be deleted from the tree.
Click Remove. The Remove job from hierarchy confirmation prompt will be displayed.
- Click Yes to remove the job from the Job Hierarchy tree.
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| When a job is linked to a Job Hierarchy tree structure, the job type cannot be changed. Removing a job from a Job hierarchy tree allows the job type to be changed. |