Job Detail Actions

On the Job Detail page, it is possible for Users to perform specific actions. The actions that can be performed depend on certain factors: the status of the job, the type of job and the permissions the User has against their Profile. If an action is... Read More

Certain jobs cannot be completed just by completing the work. Some jobs may require a certificate to be uploaded ad part of the job completion. Uploading certificates can be achieved using the "Add/View/Delete Certificates" action.     1. On the... Read More

After a Planned Preventative Maintenance (PPM) job has been completed, it is possible that there may also be additional works required to remedy a failure situation, meaning a Reactive job needs to be raised. This can be done using the "Remedial... Read More

When a Work Order belongs to a Resource but an ETA has not been provided, the Client may want to know the ETA for their attendance at site. If that is the case, the User can use one the two request ETA update actions: "Request ETA Update (Email)" or... Read More

Should a Reactive Work Order no longer be required, it is possible to Cancel a Work Order in the Portal. Users who have the permission to perform the Cancel Work Order action will be presented with the "Work Not Required" button.     1. On the Job... Read More

Some Users may be required to perform a Verification RFI on Work Orders for their sites. This is done using the "Post-Visit Verification" button.   1. On the Job Detail screen, select the "Take" button to display the Take pop up.   2. This will... Read More

In some cases, a Resource may have been requested to provide a Quote for a job but has not responded, causing the Client to want an update about it. This can be done by using one of two actions: Chase Quote Request (Email) and Chase Quote Request ... Read More

Should a Resource pause a Work Order expecting to reattend to complete, but the initial visit actually results in closure of the issue/service, then the ability to complete a job without a second visit is possible by using the "Complete Paused Job -... Read More

Select Quote   Once a Resource has provided a Quote Request, the Client then needs to select the correct Quote for the job. This is done using the "Select Quote" button.   1. On the Job Detail screen, select the "Select Quote" button to display the... Read More

When a job is completed, it is possible that there were some Parts missed off during the Stop Job process or were added incorrectly and requires amendment. This can be done using the "Amend Parts/Equipment/Materials" button.     1. On the Job... Read More