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 How to identify mandatory fields on the job bag?

Mandatory fields are fields in the Job Bag that must be completed before it can be saved. Mandatory fields are also called compulsory or required fields. 

Chase highlights the mandatory fields in a red colour to differentiate them from optional fields.  When you open a new Job Bag you will notice fields highlighted in red. These are mandatory and must be completed.

Below is an image of a job bag form with mandatory fields.


 Does the Budget field affect anything in Chase?

The budget field on the Job Bag form is a simple text field and does not control the overall budget of the Job Bag.

The purpose of the Budget field is to assist Production, Finance and Traffic to be able to plan according to the budget provided for a project from one central point, instead of reviewing the content within the initial brief and subsequent amendment documents.  

It thus enables key users to know how much needs to be spent on resources, material and time to complete the Job.  

 What is the purpose of the distribution list field?

A distribution list is a group of mail recipients that is addressed as a single recipient.

Distribution lists are used to send e-mails to groups of people without having to enter each recipient's individual address.

The recipients in the selected list will be copied on internal documents created against the Job Bag.

 Who can see and make changes to my Job Bag?

Anyone who has Full Chase or Chase Light licenses will by default be able to view and make changes to a Job Bag.

It is possible to restrict editing according to roles as required by the business.

You are able to track changes made to the Job Bag using the Revision History button.

The Revision History button will show you a list of all users who have made changes to the Job Bag and it will provide dates on when these changes were made. If you do not see this button on the toolbar next to the Save button, you will need to set it up in Global Settings.

 What is the purpose of the Document Type field?

The Document Type field is used to make custom brief templates available. When you select a custom brief from the Document Type drop down, a new tab will display with additional fields. These additional fields will change to those associated with that Brief type selected from the drop down. The fields for each Brief type are set up and laid out by the Chase Administrator and are unique to your organisation. 

If you need to set up a custom brief, please contact the Chase Support Centre http://www.chasesoftware.co.za/contact/.

 

 How to set up different Brief types?

"Is it possible to have different brief types?" you my ask.  In short: "Yes it is!"

You can have as many different types of custom briefs as you like, but this would require a script from the technical support team. These custom briefs can have additional fields that are different from the standard brief fields.  Often it is used to list a custom list of spec fields as required.

If you need to set up a custom brief, please contact the Chase Support Centre http://www.chasesoftware.co.za/contact/.  If you already have a custom brief set up, you will be able to see it on the Add New dialog under the Document Types section. 

 

 Is it possible to have different Amendment types?

In short, yes it is possible to have different Amendment documents.  

It is in fact possible to have as many different types of custom amendments as you require, but it requires a script from the Support Team.  

How are custom amendments different from standard amendments you may ask?

  1. Custom names are assigned to help with using the correct amendment option.
  2. Custom amendments can have additional fields that are different from the ones on a standard amendment which are often used as spec fields. 

If you need to set up a custom amendment, please follow this link to get in contact with the Chase Support Centre http://www.chasesoftware.co.za/contact/

If you already have a custom amendment, you will be able to see it on the Add New dialog under the Document Types section.



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