Jobs and Non-Financial Documents

As a Client Service user, you will be required to add Job Bags, Briefs, Amendments and create Billing Instructions.

A good starting point is to watch these videos, followed by an overview of Jobs and Non-Financial Documents.

And then you can:

• Read the Job Bag overview, and find out how to create a Job Bag.
  
  
• Read the Brief overview and follow the Step-by-Step guide on how to create a brief.  Once a Brief is created you may also want to copy information into Chase, create templates and attach documents to the Brief.   
  
  
• Read the Amendment overview, then you can add an Amendment, and edit spec or deadline date fields on a Job Bag. 
  
  
• Read the Billing Instruction overview, followed by the Step-by-Step guide on how to create a Billing Instruction.

You can also access our Knowledge Base here for more information.

Jobs and Non-Financial Documents Overview

Jobs is a feature in Chase used to detail the work that needs to be completed for a creative brief.

The non-financial documents are the documents associated with the job, as well as the actual work produced during the time of a project. 

Once a new project is briefed in, a Chase job bag is created.  You use this job bag to store the job details, brief, and project related documents.

Documents that you associate with a job can include briefs and amendments, financial documents (CEs and invoices), and attachments such as originals of captured documents and creative files (videos and images).

You can also use the project management features within the job bag.  This allows you to plan tasks and track any changes made to a job bag, as well as create a timing plan for your campaign.  The Gantt Chart shows the relationship, timing and progress of a job’s deliverables and associated tasks.  This allows you to control work and improve efficiencies.