Pending Jobs Tab Explained
Accessing the Pending Jobs Tab:
Navigate to the schedule module in the explore bar on the left-hand side of the page.
Click on the Pending Jobs tab located in your header.
Types of Dockets:
The Pending Jobs tab contains two types of dockets:
Type 1: Accepted quotes that need scheduling and assignment.
Type 2: Created job cards that require scheduling and assignment.
Navigation and Filtering:
Familiarize yourself with the various tabs in the header.
Utilize the search bar and toggles to filter the data for specific job cards.
Summary View:
Columns display client details, cell number, amount, status, views, date created, comments, and action buttons.
The quick view provides summary information about each job card.
Note that the docket number changes to a job card number, and the status updates to pending.
Managing Job Cards:
To open a specific job card, click on the "Assign" button, and the job card details will open.
To schedule and assign the job card:
Scroll down to the schedule section.
Assign the correct person to the job card.
Select the date and time.
Click the blue "Schedule Job Card" button.
A success message will confirm that your job card has been successfully moved to the Scheduled Jobs tab.
The assigned employee will receive a notification and can now complete the job card.
Assigning Colors to Teams:
If you have various teams, you can assign a color to each team for easy identification in your calendar view.
Use the details section to assign a color and save your settings.
It's recommended to select the color first, then assign the team, pick the date, and schedule the job card.