JOBS Tab Page

 

Xytech Standard Web User Application – Jobs Tab Page

 

The Jobs Tab Page can be used to limit the current Web user’s access to only those service requests that have been assigned one of the job records on this tab page. You may add any job records to this tab page that have not been set to a status of Closed or Cancelled, even if the jobs are linked to a customer record different than the one associated with the current Web user’s assigned WEB CUSTOMER. (If the customer is different, the system issues a warning message, but you may continue adding the job record.)

Once one or more job records have been added to this tab page, the current Web user can only create new service requests that are assigned to one of these jobs. New service requests may only be created for job records that are in a status other than Hold, Closed, or Cancelled. The Service Request Web Module will issue an additional warning if a service request falls outside of the selected job’s Date Started and Date Completed date range, but this is a warning only and the user may still create the request.

Additionally, if the See All SRs for Jobs Field has been activated on the INFO TAB PAGE of this application, the current user can not only view and edit their service requests, but any open service requests that have been linked to one of the job records on this tab page, regardless of who created them.

You can add new job line items to this tab page by clicking the Plus Icon  in the navigation bar at the bottom of the page. Enter a job record ID in the Job No Field or use the Lookup Icon  to locate one. Once you select a job, the remaining read-only fields fill in automatically.

NOTE

If no job records are added to this tab page, the current Web user is not required to link new service requests to jobs and may only view and edit those service requests the user created (unless the user is an administrator – they have access to all service requests).

USAGE

Limiting users to service requests by jobs can be useful in situations when internal customers are creating service requests. This would allow for a greater level of internal process and project management. Additionally, certain users who are in charge of specific projects could have full access to service requests that they did not create but are ultimately responsible for.

 

FIELD DEFINITIONS

 

Job No

Manually enter a job record ID number or use the Lookup icon  to the right of the field for help in locating the appropriate job. Once you select a job, the values in the rest of the fields will fill in automatically.

 

 

Job Description

This read-only field displays the job description of the selected job record.

 

 

Customer

This read-only field displays the customer ID number of the customer linked to the selected job record.

 

 

Customer Name

This read-only field displays the customer name of the customer linked to the selected job record.

 

STANDARD BUTTONS

Save & Close

Closes the window and saves any unsaved changes to the current record.

 

 

Cancel

Closes the window and disregards any unsaved changes to the current record.

 

 

Save

This button saves the current record.

 

 

Attachment

This button opens the ATTACHMENTS WINDOW so that you can link one or more files to the current record. If attachments have already been linked to the record, the number of attached files will be listed in the button.

 

 

Navigation Buttons

When the current record is opened via a search list, a set of navigation buttons will appear that allow you to navigate to (open) the next, previous, first, or last record in the list without leaving the window. Refer to the APPLICATION MAINTENANCE WINDOW – BUTTONS AND TOOLS topic for more details.

 

 

Actions

This button accesses the standard list of Actions items, which include the ability to save, refresh, duplicate, and delete the current record. For details on the standard Actions Button menu commands, refer to the APPLICATION MAINTENANCE WINDOW BUTTONS AND TOOLS topic.