Job Tracking
- Daryl Saunders (Unlicensed)
- Alex Morrisson
- Alana Arnold (Unlicensed)
- Allison Derome (Unlicensed)
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:
- In manufacturing as it moves through the different stages of production.
- Ordering and delivery by outside suppliers.
The process is initiated in Quoting, there are 2 option:
- Automatically Process order that meet the approval business rules.
- Processed by selecting Process from the Options dropdown in the Quoting Summary page.
For more detail about Processing see this . ......
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
Job Tracking Dashboard
| Description | |
|---|---|
| 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.
Detail
This shows 1 line per dispatch activity and from here Option gives access to Edit, Pay In and Rebook
Summary
This shows totals, one line per day and Installer/ Courier
Order Summary
This shows each order that meats the requested criteria.
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.
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.
