Choosing a Job

The job finder shows a list of all your jobs in alphabetical order. If you have more than 50 jobs, only the first 50 are shown. You can search for a job by name or number, start time, or end time, and change the maximum number of jobs displayed by filling in the boxes at the top of the page and pressing the Find button. The start and end times are inclusive - i.e. if you choose a particular week, then all jobs which are partly or completely in that week will be shown.

To edit a job, just click on it. To add a new job, click on "Add a new job" at the top of the list.

Editing a Job

The job editing screen is divided into two halves. The top half shows the bookings, contacts and documents for the job. it also allows you to add or remove bookings, contacts and documents.

You can also add timed actions to the job, by clicking on the appropriate date/time heading at the top. This will show you the action screen so you can enter the details. If an action has been entered, that date/time heading will show in red, and hovering the mouse over the heading will show the action in a pop-up window.

Name
This is the name used to identify the job. If you leave the name blank, the name of the task will be displayed in Resource View instead.
Task
Choose the task for the job here. If you are creating a new job, you can leave this set to "(add a new task)", and put the new task name in Name (above) - if the name is the same as an existing task, it will be chosen automatically when you save the data, otherwise a new one will be created automatically.
Provisional
Tick this box to mark the job provisional. Provisional jobs appear indented in the table views, and you can hide provisional jobs from selected contact types.
Color
You can choose a colour for the job (you can add more colors to the list in Color keys). If you leave this set to (default), then the task color or resource color will be used.
Notes
Enter free-form notes here. If you set "Show Notes" in Settings, then the notes will appear in a pop up window when you hover your mouse over a job in Resource and Task Views.
Analysis
If you have created analysis fields, then you will be prompted for them here.
Update
Pressing this button will write any changed details back to the database, and return you to the previous screen.
Cancel
Pressing this button will discard any changes, and return you to the previous screen.
Apply
Pressing this button will write any changed details back to the database, but leave you in the same screen.
Delete
Pressing this button will delete the details permanently. You will always be asked to confirm a delete (and there may be details in the confirmation dialog of other information which will be deleted at the same time). Once you answer OK to the confirmation dialog, the information will be gone for ever (but see Backup and Restore).