Linking entities to a job overview

Each HelpMaster job has the ability to link to different entities such as clients, assets, knowledge base articles and even other jobs.

 

 

There is no limit to the number of individual entities that can be linked to a job.  For example, a job can link to 1 client, or 20 clients.  It can at the same time link to 2 assets, and 5 other jobs.

By default, each job must link to at least 1 client.

Why link entities to jobs?

When an entity links to a job, it give greater meaning and context to that job.  For example.  If a particular asset, say a printer was linked to a job, then the staff member viewing that job would be able to easily see the relationship and conclude that the printer is a main issue in the job.

 

See also

Linking clients to jobs

Linking assets to jobs

Linking other jobs to jobs