Jobs: Difference between revisions
(Created page with "=== Information === === Quick start === === Settings === === Individual Tabs === ==== Print view (PDF) ==== === Contact employees === ==== Send request and booking email ==== ==== Send tender email ==== ==== Send free-text email ==== ==== Send confirmation email ==== === Copy job === === Options ===") |
No edit summary |
||
| Line 1: | Line 1: | ||
To create a job either click on a date in the calendar or click the + symbol in the upper right side. A new dialog will open allowing you to create the complete job, including personnel, sub jobs, time recording, and much more. | |||
=== Information === | === Information === | ||
All the relevant job information is entered first on the left-hand side of the screen. This includes the title, the date, the type and the status. Type and status can be customized under ''Administration > Jobs > Job types and Job status.'' | |||
You can name a scheduler and a project manager (optional). Clients and locations can be selected directly from your database. Alternatively, you can create a new client/location via the window that opens by clicking on the plus sign at the bottom and entering all the relevant information. | |||
If you need more or other data fields, just add new ones here ''Administration > Jobs > Additional data''. If necessary, you can store additional information in additional fields for your jobs. You can also define these fields as required fields (such a field must always be filled) or as a private field (this field is only visible to schedulers). | |||
For even more detailed information, you can also enter a description (you can use text templates here), upload documents (you decide who they are shared with) and write comments. The comment function works like a chat, where you can decide for each comment whether it can be seen by everyone or only by the schedulers or project managers. Self-written comments can be edited or deleted afterwards. With the appropriate permissions, comments written by others can also be edited or deleted. It is also possible to upload documents in the chat. | |||
=== Quick start === | === Quick start === | ||
When you open the new job for the first time, you will see three different variants on the right side, which represent possibilities on how to plan your job further. If it is a small job for which you "only" need a few employees, then go to Plan your personnel requirements. If you have a bigger job with several sub-jobs or different shifts, then go to Plan a Production or Tour. Or do you want to first request which employees are available for your job? The choice depends on the goal of your job. Depending on the option you choose, you will go directly to the right screen. With "Plan your personnel requirements" (one-day job), you can directly specify how many employees per category you need for your job. With "Plan a production or tour" (multi-day job) you will get directly to the tab for planning sub-jobs or shifts. "Request employee" displays all employees. | |||
=== Settings === | === Settings === | ||
Revision as of 13:01, 20 June 2023
To create a job either click on a date in the calendar or click the + symbol in the upper right side. A new dialog will open allowing you to create the complete job, including personnel, sub jobs, time recording, and much more.
Information
All the relevant job information is entered first on the left-hand side of the screen. This includes the title, the date, the type and the status. Type and status can be customized under Administration > Jobs > Job types and Job status.
You can name a scheduler and a project manager (optional). Clients and locations can be selected directly from your database. Alternatively, you can create a new client/location via the window that opens by clicking on the plus sign at the bottom and entering all the relevant information.
If you need more or other data fields, just add new ones here Administration > Jobs > Additional data. If necessary, you can store additional information in additional fields for your jobs. You can also define these fields as required fields (such a field must always be filled) or as a private field (this field is only visible to schedulers).
For even more detailed information, you can also enter a description (you can use text templates here), upload documents (you decide who they are shared with) and write comments. The comment function works like a chat, where you can decide for each comment whether it can be seen by everyone or only by the schedulers or project managers. Self-written comments can be edited or deleted afterwards. With the appropriate permissions, comments written by others can also be edited or deleted. It is also possible to upload documents in the chat.
Quick start
When you open the new job for the first time, you will see three different variants on the right side, which represent possibilities on how to plan your job further. If it is a small job for which you "only" need a few employees, then go to Plan your personnel requirements. If you have a bigger job with several sub-jobs or different shifts, then go to Plan a Production or Tour. Or do you want to first request which employees are available for your job? The choice depends on the goal of your job. Depending on the option you choose, you will go directly to the right screen. With "Plan your personnel requirements" (one-day job), you can directly specify how many employees per category you need for your job. With "Plan a production or tour" (multi-day job) you will get directly to the tab for planning sub-jobs or shifts. "Request employee" displays all employees.