Job Detail Actions

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

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

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

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

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

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

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

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

There may be the occasion when the User needs the Resource to come back to a job a particular reason,, this may be if the work completed has not resolved the fault, or if the fault has returned after a short period of time. This can be done using the... Read More

Resources will require the ability to start their jobs from the Portal, if the machine has had its location set. This can be done using the "Start Job" action.     1. On the Job Detail screen, select the "Start Job" button to display the Start Job... Read More