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.
