Click here to watch the Job Tracking demonstration video
Overview
Job Tracking, previously known as Production Scheduling, is used to monitor the progress of item either:
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Once processed there is are entries in Job Tracking and Despatch and the status is updated as the item progresses. Apart form Order Acceptance and Invoicing, Job Scanning is the main method used to update the status.
On this Page
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Job Tracking Dashboard
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| Awaiting Check Measure | All jobs that have a job tracking status function of "Awaiting Check measure" |
| Pending | Jobs pending with a status/function of "Unstarted" scheduled in the past (past 12 months) |
| Work in Progress | Jobs in progress with status/functions of "Commenced" |
| Scheduled | Jobs scheduled both "Unstarted" and "Commenced" status, for the future |
Job Tracking Views
The criteria for the view is set and then each of the 3 views can be selected to view the search results.
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This shows each order that meats the requested criteria.
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Document
Emails sent from this screen have been setup to be sent to suppliers, select a job tracking line and the orders you wish to send
the email will send 1 PDF file which includes all documents for each product/each customer.
Scheduling / Installer Pay in / Reworks and Rebook
- Work Flow -> Dispatch -> Manage -> Select the required Fields and Apply
Scheduling
- From the Detail View to change the scheduled details select Edit
- Check and change if needed
- Scheduled Date
- Dispatch Status
- Installer
- Dispatch Type
- Seq No.
- Time to Install
- Preferred Time
- Add any Order Notes if needed
- Add any Dispatch Notes if needed
- Save
Seq No can be set directly in the Detail grid simply enter a number to signify the desired order for the delivery/installs. Tip: use multiples of 10 (10,20,30,40) so that changes can be inserted in between.
Installer Pay In
- Select Options -> Pay In
- Check and Check if needed
- Installation Status at the top for all or on each line item
- Add if needed
- FitFee Adj and /or Extra Costs
- Add Amount Paid, Date Paid, Payment Method and Reference (the amount outstanding will appear in the Amount Paid box)
- Save
ReBook
- Select Options -> Rebook
- Select Date and ReBook Status
- This changes the date for Installation and sets the Status as ReBook
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Bulk Update Job Tracking Lines
Bulk update Job Tracking lines by ticking the ones you want to update and clicking the “Update Selected” button at the top.
This allows you to change the status of multiple items in one go.
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