Job Detail Actions

After an engineer sends through a request for additional engineers, the Client then has the option to either accept the request or refuse it. This is done by using the "Accept/Refuse Additional Engineers" button.     1. On the Job Detail screen,... Read More

In some cases, certain Work Orders can be related to other Work Orders and they may need to be linked together. This can be done using "Link Work Order" button.     1. On the Job Detail screen, select the "Link Work Order" button. 2.  Upon... Read More

Some Work Orders may have had a lot information added to them and some user may require to look through these notes for specific information. This can be done by looking at the history of Notes have occurred on the Work Order. There are two ways to... Read More

In the same way that a Mobile Application User can "Start Travel for Job", the same ability is available for a Portal User to mark a Work Order as "Resource En Route". This will allow site based end Users to be aware that an operative is on their way... Read More

If a Site User has made a mistake on a receipt or quantities need amending, they can update the receipt to ensure it is correct. This can be done using the "Edit Items Received" button.     1. On the Job Detail screen, select the "Edit Items... Read More

If a job has been assigned to a User, the User may wish to refuse the job. This can be done with the "Refuse Job" action.     1. On the Job Detail screen, select the "Refuse Job" button to display the Refuse Job pop up. 2. Enter any notes... Read More

Users on the Portal may need the ability to assign jobs to Resources. This can be done by using one of two actions: Assign By Email and Assign By Phone. The following explains how to Assign By Email:     1. On the Job Detail screen, select the ... Read More

In some cases, certain Work Orders may not be able to be completed by the Internal Resource it has been assigned to. In these cases, the User can pass the work to an External Resource to complete it. This can be done using "Pass To External Resource... Read More

If a Supplier wants acknowledge and accept the Purchase Order, they will need to perform a specific action to do this. This can be done using the "Acknowledge" button.     1. On the Job Detail screen, select the "Acknowledge" button to display the... Read More

Once a job has been completed, there is the opportunity to provide Feedback on how well this work was undertaken and also on the general behaviour etc. of the Resource. The feedback provided can be either positive or negative. To provide feedback... Read More