Logging a new Job

Logging a job can be performed in a number of ways, however there are some common principles that apply to a job, no matter how it is logged. These are :

All mandatory fields must be filled in
It must be "Assigned" to an active staff member, or closed

Keyboard Tip : A keyboard shortcut to log a new job is by pressing the F6 key

Using the new job toolbar button

This is the fastest and most efficient way to log a new job. Clicking on the New Job icon on the main toolbar will initiate logging a new job. If a Job Template is selected in the Templates drop-down box, this template will automatically be applied to the new job when the screen is displayed. Note : This template can be over-ridden once the job screen is displayed.

Using the standard toolbar

Using the Ribbon

Once the new job icon has been clicked, the Job Details screen will be displayed, complete with template details filled in.

The first thing to do is select a Primary client for the job. See also Linking a site to a job as an alternative.

Once all of the mandatory fields have been filled in, click on the Action job button to display the Action screen

The Action template drop-down box. Select a pre-made Action, or simply fill in the blank action screen
When initially logging a job, check this checkbox to add a reference to this job to your saved searches
Every action must have an "Action summary code". This identifies what type of action this is
Select a job status
Assign the job to either a person, or a skillgroup. See Assigning jobs for further information about this
Type any additional "Action" notes for this action
Specify who should get email, and what type of email content they receive. Use Email Templates, or compose your own
Add / view which attachments are associated with this action.

Clicking Apply will send create the job, and send 2 emails.

The first email will go to the staff member "Maria Saoli" using the email template entitled "Staff: New job assignment notice"

The second email will be sent to the Primary Client for the helpdesk job using the template entitled "Client: New Job logged notice"

The Action screen will now close and the Action Log of the job screen will be updated