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Below are steps to show you how to set up a custom status for the Job Bag.

Step-by-step guide

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  1. Click the Settings button on the Ribbon.
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    The Configuration screen appears. 
    Click the Lookup Codes item on the Configuration tree.
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    The Lookup Codes screen appears. 
    Click the drop down arrow on Navigate to Settings and click on Lookup Codes.

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  2. The Lookup Codes screen appears. Click the Category field, and 

    select JobStatus to indicate the category for which the Job Status will be set

    select JobStatus.

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    The Job Status screen appears. 


    Info
    There are two sections to the Job Status screen, the system based statuses (indicated by the grey block), and the custom statuses which the User has created
    (those below the grey block)
    .
  3. To create a custom status, click the + Add New button New button on the Toolbar.
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    A new line is added at the bottom of the table. 

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  4. Enter the new custom status name in the the Lookup column on the new line.
    In this example, Traffic Closed was entered. 
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    Leave the Processed As column to ensure that this custom status does not work the same way as the system statuses.

  5. Click the drop down arrow on

    Click the Processed As field, and select a status which will allow the new status to follow the same logic/rules.  

    Info
    For example, if you create Traffic Closed and it should follow the same logic/rules as Finished, then you will set it to be Processed As 'Finished'. We recommend that you select an option, even if it you set this field to Open. 
  6. Click the Can Change To field, and select and select the access rights required.
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    Select the access rights in the user rights that can use this status. 

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  7. Optionaly select the user rights in the Can Change From field.

    In this example, Same as 'Set' Rights was selected.
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    Select the transactions and documents that can be created if the Job Bag is in this status, by checking the checkboxes in the relevant columns.


    Info

    The Is Active checkbox is checked by default, this simply means that once the new status is saved it will appear on the Job Bag Status field drop down and is ready to be used.

    In this example, CEs, POs and Invoices are allowed to be created when the Job is in a Traffic Closed status.  No new text documents can be added to the Job, or time logged. 
    Image RemovedClick the Save button to make your changes permanent.
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  8. Select documents that can be created if the Job Bag is in this status, by checking the checkboxes in the relevant columns.

    Info
    All documents are by default selected. You can uncheck the checkbox in the relevant columns to disable documents from being created when this status is selected on the Job.
  9. Save changes made to the screeen.

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    The created status will appear on the drop down list on the the Current Status field  field of the Job Bag, ready for use.
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