5.7.Job Manager

Dashboard

• Job manager dashboard will be shown as below image:
  
  
  
• Click on the left side Menu List → Click on Workspace → Click on the Job Manager tab.
  
  
  

  5.7.1.New Job:

• Click on the + New Job form to open it as per the below image.
  
  
  
• For Info tab, form will open as per the below image.
  
• Enter all required details.
  1.Jobs Name: Enter the Project name.
  2.Jobs Group: Enter the Project group.
  3.Jobs Category: Select Project category using dropdown.
  4.Jobs Master: Select Project master using dropdown.
  5.Jobs Engagement Model: Select Project engagement model using dropdown.
  6.Client/Company: Select Client/Company using dropdown.
  7.Manager: Select Manager using the dropdown.
  8.Owner: Select Owner using dropdown.
  9.Head: Select Head using dropdown.
  10.Jobs Year: Select Year using dropdown.
  11.Start Date: Select Start date.
  12.Code No:Enter the code no.
  12.Jobs Description: Enter the jobs description.
  
  
• Click on More tab, form will open as per the below image.
  
• Enter all required details.
  1.Tags: Enter the Tags.
  2.Order: Select Order using dropdown.
  3.Stakeholders(Ex:-abc@gmail.com,xyz@gmail.com): Enter the Stakeholders.
• After filling all the mandatory fields click on the Submit button. On click of submit, the Jobs will be added successfully.
• On click of the View icon, users can View jobs details.
• On click of the Edit icon, users can Edit jobs details.
• On clicking the Clone Active Jobs icon, user Clone active jobs added.
  
  

  5.7.2.Active Jobs Tab:

• Click on the Active Jobs tab, reports will open as per the below image.
  
• Click on the Active Jobs tab→ Click on View Jobs icon →View Jobs details.
  

  5.7.3.Pending tab:

• Click on the Pending tab, reports will open as per the below image.
  
• Select the status Pending tab after filling out all of the needed fields. The jobs will successfully display the pending status when user click Status Pending.
• On click of the View icon, users can View jobs details.
• On click of the Edit icon, users can Edit jobs details.

5.7.4.History:

• History tab gives the view of Previous Records that are already existing.
• One can view all data of jobs that are present & available.
• Click on the left side Menu list →Click on Workspace→Click on Job Manager→History
• Jobs which are closed will get stored in the History tab.
• On click of the Jobs history icon, users can view task details.