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Job Order Resources
This screen allows you to create and maintain Job Resources held against Jobs.
List Tab
Display fields
The displayed fields are taken from the Job set up via the Jobs screen. The selection of which fields to display is at the user’s discretion. To select the fields to display simply ‘right mouse’ in the main panel and select ‘Customize List Fields’. On the displayed panel you can:
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Click on the ‘Show field’ checkbox to display the field |
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Amend the column heading by changing the content of ‘Display Label’ |
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Define the sort sequence of the records by going to the lower panel and dragging the field from ‘Available Fields’ to ‘Sort By’. |
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Click the ‘Save’ Button when done. |
Data Display Options
Field Position - On the List screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.
Filtering and Sorting - If you ‘check’ the checkbox then the displayed data is available for filtering and sorting:
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To sort the data in a selected column simply click on the column heading. Clicking against will sort in descending order. |
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Click on the black ‘down arrow’ to the right of your selected column heading and you can either select a specific entry to display all records containing that entry, or you can select (Custom ) to enter detailed selection criteria. |
Include Closed Status - If this is checked then the displayed list will include those Job Tasks whose status is ‘Closed’
Searching - If you enter some text into the ‘Search’ field and click on the ‘binoculars’ Icon then all records will be interrogated and those records that contain the entered text will be displayed. To revert back to displaying all records click on the ‘Eraser’ Icon
Buttons
Close: This will close the Job Order Resources screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Add: This will go to the ‘Detail’ tab and present a blank screen for entry of a new Job Order Resource
Save: Not applicable to the List panel
Cancel: Not applicable to the List panel
Delete: Not applicable to the List panel
Related: This will bring up a list of functions that are related to the Job Order Resource. You may open and maintain information in those screens whilst still remaining in the Job Order Resource screen.
Reports: This will bring up a list of Reports that are related to the Job Order Resource. You can immediately run the report whilst still remaining in the Job Order Resource screen.
Detail Tab
This screen allows you to add and maintain Resource related activities for a selected Job.
The upper part of the screen shows information taken from the selected Job.
The lower part of the screen shows the current Resources within this Job.
Entry and Display fields
Order No: Display only field showing the Job Order Number against which this Resource is being maintained
Description: Display only field showing the description of the Job Order
Status: Display only field showing the description of the Job Order.
Ordered Date: Display only field showing the date when the Job was ordered.
Required Date: Display only field showing the date when the Job is required.
Required Time of Day: Display only field showing the time of day when the Job is required.
Estimated Duration: The quantity and time unit showing the estimated duration that this Job Order will take.
Planned Job Start Date / Time: Display only field showing the current planned start date and time for the Job Order. This was program calculated when the Job Booking status was amended to ‘Booked In’ and could be subsequently amended manually.
Planned Job End Date / Time: Display only field showing the current planned end date and time for the Job Order. This was program calculated when the Job Booking status was amended to ‘Booked In’ and could be subsequently amended manually.
Job Booking Status: Display only field showing the current Booking Status of the Job. The displayed options are ‘Not Booked In’ and ‘Booked In’.
Task Name: From the drop-down list select the Task against which this Resource will be used
Resource Type: From the drop-down list select the Resource Type. The options are Asset or Employee.
Resource Name: From the drop-down list select the Resource Name. The options available are related to the Resource Type selected above
Buttons
Close: This will close the Job Order Resource screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Add: The cursor will go to a new line for entry of a new Resource.
Save: This will save the current data without exiting the screen
Cancel: Any changes made since the screen was opened or the last time the ‘Save’ Button was pressed will be lost.
Delete: The current highlighted Resource record will be deleted.
Related: This will bring up a list of functions that are related to the Job Order Resource. You may open and maintain information in those screens whilst still remaining in the Job Order Resource screen.
Reports: This will bring up a list of Reports that are related to the Job Order Resource. You can immediately run the report whilst still remaining in the Job Order Resource screen.