13.2 Add, Edit & Delete Jobs

Add Job

Check that there Is at least one Asset ready to be attached to a job – otherwise you will not be able to successfully set up a job.

From the ‘Jobs’ screen, click on the round orange and white ‘+’ symbol. The ADD NEW JOB sidebar opens. Click the x button to close the sidebar If needed.

Enter the following details:

  • Asset Name (start typing and a suggested match will be made, or click in the field and a drop-down list will appear, you can scroll up and down the list).
  • Survey Name (start typing and a suggested match will be made, or click in the field and a drop-down list will appear, you can scroll up and down the list).
  • Surveyor Name (start typing and a suggested match will be made, or click in the field and a drop-down list will appear, you can scroll up and down the list).
  • Job Date (Click in the field, a calendar opens, select a calendar date, click ok)

Click ‘Add Job’. The job will be added and the ADD NEW JOB sidebar will automatically close.


Alternate Create Job Method:
From the ‘Jobs’ screen, click ‘Create Job’. Then follow the instructions above.


Edit Job

From the ‘Jobs’ screen, click the ‘pen’ button to amend the job – action only available when the pen icon is orange.


Delete Job

From the ‘Jobs’ screen, click the ‘bin’ button to amend the job – action only available when the bin icon is orange.