Job List

Overview

The Job List displays a complete list of your jobs and has been designed to provide a logical view and rapid access to your job information. This is the primary method for accessing jobs, and users spend a great deal of time using this part of the system. Using the Job List, users can search and access existing jobs, create new jobs, copy jobs, delete jobs and create job reports.

The Job List has several important parts:

• Jobs Menu - The Job Menu allows a user to do the following things:

  • create new job in the Job Master Window
  • open job which opens the selected job in the Job Master Window
  • copy job
  • search archive and copy job
  • delete job
  • activate/deactive jobs which allows a user to activate or deactive the slected jobs in the job list window.
  • reassign selected jobs
  • configure job list
  • configure orders list

• Job Owner selector combobox (Enterprise users only) filters the job list to display only the jobs for the selected owner or all jobs if "Show All Owners" is selected. When the Job List is opened, this control defaults to showing only the users jobs.

• Job Status allows a user to show only Jobs in a particular status.

• Active Only dropdown menu lets a user show only jobs that are marked as active or inactive. If the user wants to see all records they simply need to choose that option.

• Job Search panel gives the user the ability to search or filter the Job List based on many different criteria.

• Print List allows a user to print a Job Search as Web - html, spreadsheet - xls, or portable document formate - pdf.

• Job List Tabpane - Occupying most of the space, these tabpanes contain table listings of the user's jobs.

• Summary panel shows summary job information for the job highlighted on the Job List tabpane including windows for notes, history, and specifications.

Job List and Job Orders

The "Job List" window show the jobs listed with their **Job # **, Job Name, Customer, SKU:Intex, Project Name, Job Status, Bids due date, RFQ Stats, and Active classifications. The Job List shows the bidding information for the jobs.

Sorting Jobs - Each column can be sorted by clicking on the column header label. Clicking again reverses the sort order.

Opening Jobs - Jobs can be opened by selecting a job on the job list and double-clicking it or selecting the Jobs menu / "Open Job" menu item.

Creating New Jobs - To create and open a new job, select the Jobs menu / "New Job" menu item.

Copying Jobs - VERY IMPORTANT FEATURE - To create a copy of a job, select it on the Job List and then select the Jobs menu / "Copy Job" menu item. This will launch the Copy Job window which further refines which information you want included in the copy of the selected job.

Deleting Jobs - Highlight a job and select the Jobs menu / "Delete Job" menu item to delete a job. Rather than deleting jobs you generally will want to deactivate them after they are completed or canceled.

Active/Inactive Jobs

The Active job dropdown allows you to distinguish between jobs you are currently managing and old jobs. Active jobs (those jobs that haven't been closed) will be displayed with the Active Only dropdown selected. The dropdown menu also allows for All Records or Inactive Only. Jobs can be deactivated or activated in two ways:

1. Make sure the Job Summary panel is expanded (located below the Job List Window pane), highlight the desired job from the Job List and referring to the "Summary" panel below the Job List tabpanes check/uncheck the Active checkbox there.
2. Opening the job by double clicking on it, and unchecking the Active checkbox on the Job Master window (in the General Info pane).

To protect historical data, jobs are set to "Read Only" mode when they are not active. They may still be viewed, copied and deleted, but in order to edit them you will need to reactivate them first.

Printing Job Lists

Printing job list reports is a two step process. First search, select, and sort the jobs you want the report to contain. Then Click on the Print List button in the Search pane. This will open a Print Preview window where you can choose the file format for the report. The options are CSV File, Spreadsheet (XLS), Print, Portable Document Format (PDF), or Send Email.

Copying Jobs

Purpose & Function

To copy a job, select the job you want to copy from the Job List, then go to the Jobs menu / "Copy Jobs" menu item. The Copy Job window will then pop up. This window has 4 options for designating which information you want included in the copy of the selected job: Use Automatic Job Numbering, Modify the Current Job Number, Include General Info, Include Production Dates, and Include Suppliers.

Use Auto Job Number

When checked, a new job number will be generated from the job number generator. Otherwise, the user can select the option of manually modidying the current job number. Often this is used for adding suffixes to job numbers for different versions of a project.

Include General Info

This option causes the displayed general information (Job Name, Client/Dept. and Project) to be included in the new job. Otherwise the data will not be copied.

Include Production Dates

This option causes the production dates (Artwork Due, Proofs Due, and Job Due) to be included in the new job. Otherwise they will not be copied.

Include Suppliers (Include Prices)

This option will cause the same suppliers that were selected for the first job to be selected for the new job. If this option is selected, an additional option to include the original prices will also be shown.

Contract Prices

The Copy Job function can be handy in cases where you have received long-term contractual prices for pre-set job configurations. When you need to order a job based on contracted prices, simply copy the original job including the supplier(s) and contracted prices, then award the job to the selected supplier and place your order.

Search Archive & Copy Jobs

Purpose & Function

This feature allows you to search and copy in a sequential workflow, the user can now go straight from searching to copying. Before you had to search and then select the copy functionality separately, this now allows for a seamless transition from searching to copying. The search also searches the entire archive, showing all listins for ALL Jobs & Projects. This allows you to make use of any big data capabilities you might have. The search input also covers all elements, searching 4 differnent fields at once. It is accessed through the Job Menu or Project Menu. The six fields are:

• Customer
• Job Number
• Job Name
• Order Number/Purchase Order Number

For Project searching the 4 fields are:

• Customer
• Proposal Number
• Project Name
• Invoice Number

Activating/Deactivating Jobs

Purpose & Function

On the job list menu, the Activate/Deactivate Jobs button allows a user to Activate or Deactivate jobs that are selected in the Job list. If you click on the job(s) that you want to change from Active to Not Active or visa versa and then click on the Activate/Deactivte Jobs button in the menu it will move the jobs from Active to Not Active or visa versa.

This allows a user to deactivate jobs that are complete so that the information is still stored but no longer appears in the Active job list.

Reassign Selected Jobs

Purpose & Function

The Change Job Owner(S) button within the Selected Jobs Submenu of the Menu Jobs allows a user to reassign a job(s) that is selected on the job list to a New Owner. Simply select the job(s) you wish to reassign on the job list, then click Change Job Owner(S) button within the Selected Jobs Submenu of the Menu Jobs. This will open the New Owner Selector window.

Simply select the desired owner from the dropdown menu to reassign the selected jobs.

Configure Job and Order Lists

Purpose & Function

On the Jobs Menu the buttons for Configure Job List and Configure Orders List allows a user to configure the job list or the orders list.

A user can customize the default settings for either the job list or the orders list. A user can change the Search Panel Sittings including the Status, Primary Search option, Active/Inactive, and Category Search Field. Additionally, a user can change the List Columns. By adding or removing Columns or changingthe column order.