Difference between revisions of "Job Management"
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{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;" | {| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;" | ||
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| − | | | + | | colspan="2" | |
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| − | | colspan=" | + | | colspan="6" | [[File:Jobedit ccexpress.png|jobedit ccexpress.png]] |
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| − | | | + | | colspan="2" | |
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| − | | colspan=" | + | | colspan="6" style="width: 265px;background-color:#bdc3c7;" | '''Navigation''' |
|- | |- | ||
| − | | colspan=" | + | | colspan="6" style="width: 265px;" | To access Job Maintenance, select Search > Jobs > Use the search to find the job to access > Select the row for the job to access > Click Edit. |
|- | |- | ||
| − | | colspan=" | + | | colspan="6" style="width: 265px;background-color:#bdc3c7;" | '''Overview''' |
|- | |- | ||
| − | | colspan=" | + | | colspan="6" style="width: 265px;" | : |
|- | |- | ||
| − | | colspan=" | + | | colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span> Adding or editing links for LinkedIn, Twitter and Facebook |
|- | |- | ||
| − | | colspan=" | + | | colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Sites connected to the Customer |
|- | |- | ||
| − | | colspan=" | + | | colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Tasks connected to the Customer |
|- | |- | ||
| − | | colspan=" | + | | colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Contacts connected to the Customer |
|- | |- | ||
| − | | colspan=" | + | | colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Notes connected to the Customer |
|- | |- | ||
| − | | colspan=" | + | | colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Documents connected to the Customer |
|- | |- | ||
| − | | colspan=" | + | | colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Invoices connected to the Customer |
|- | |- | ||
| + | | colspan="2" | | ||
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| | | | ||
| − | | | + | | colspan="2" | |
| − | | | ||
|- | |- | ||
| − | | class="headerMainTitles" colspan=" | + | | class="headerMainTitles" colspan="6" | Fields |
|- | |- | ||
| − | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#Cust_Name|Customer Name]] | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#Cust_Name|Customer Name]] |
| class="fieldGrayBackgrounds" style="width: 362px;" | | | class="fieldGrayBackgrounds" style="width: 362px;" | | ||
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_number|Job No.]] | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_number|Job No.]] | ||
| − | | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#job_billed|Billed]] | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 446px;" | [[Glossary#job_billed|Billed]] |
|- | |- | ||
| − | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#site_Name|Site Name]] | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#site_Name|Site Name]] |
| class="fieldGrayBackgrounds" style="width: 362px;" | | | class="fieldGrayBackgrounds" style="width: 362px;" | | ||
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_mainno|Main No.]] | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_mainno|Main No.]] | ||
| − | | class="fieldGrayBackgrounds" style="width: 446px;" | | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 446px;" | |
|- | |- | ||
| − | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#primaryservicer|Primary Servicer]] | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#primaryservicer|Primary Servicer]] |
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#job_contact|Job Contact]] | | class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#job_contact|Job Contact]] | ||
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_phone|Phone]] [[Glossary#job_ext|Ext]] | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_phone|Phone]] [[Glossary#job_ext|Ext]] | ||
| − | | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#job_contactemail|Contact Email]] | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 446px;" | [[Glossary#job_contactemail|Contact Email]] |
|- | |- | ||
| − | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#job_sla|SLA]] | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#job_sla|SLA]] |
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#job_status|Status]] | | class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#job_status|Status]] | ||
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#jobType|Job Type]] | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#jobType|Job Type]] | ||
| − | | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#job_acctmanager|Account Manager]] | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 446px;" | [[Glossary#job_acctmanager|Account Manager]] |
|- | |- | ||
| − | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#job_receiveddate|Received Date]] | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#job_receiveddate|Received Date]] |
| class="fieldGrayBackgrounds" style="width: 362px;" | | | class="fieldGrayBackgrounds" style="width: 362px;" | | ||
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_servicetype|Service Type]] | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_servicetype|Service Type]] | ||
| − | | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#job_saleperson|Salesperson]] | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 446px;" | [[Glossary#job_saleperson|Salesperson]] |
|- | |- | ||
| − | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#job_scheduledate|Schedule Date]] | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#job_scheduledate|Schedule Date]] |
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#job_slaExp|SLA Exp]] | | class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#job_slaExp|SLA Exp]] | ||
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_pmtmethod|Pmt Method]] | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_pmtmethod|Pmt Method]] | ||
| − | | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#job_refno|Ref#]] | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 446px;" | [[Glossary#job_refno|Ref#]] |
|- | |- | ||
| − | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#job_request|Request]] | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#job_request|Request]] |
| class="fieldGrayBackgrounds" style="width: 362px;" | | | class="fieldGrayBackgrounds" style="width: 362px;" | | ||
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_solution|Solution]] | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_solution|Solution]] | ||
| − | | class="fieldGrayBackgrounds" style="width: 446px;" | | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 446px;" | |
|- | |- | ||
| − | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#job_requestnotes|Request Notes]] | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#job_requestnotes|Request Notes]] |
| class="fieldGrayBackgrounds" style="width: 362px;" | | | class="fieldGrayBackgrounds" style="width: 362px;" | | ||
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_solutionnotes|Solution Notes]] | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_solutionnotes|Solution Notes]] | ||
| − | | class="fieldGrayBackgrounds" style="width: 446px;" | | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 446px;" | |
|- | |- | ||
| − | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#job_statusbar|Status Bar]] | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#job_statusbar|Status Bar]] |
| class="fieldGrayBackgrounds" style="width: 362px;" | | | class="fieldGrayBackgrounds" style="width: 362px;" | | ||
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_sendtomobile|Send to Mobile]] | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_sendtomobile|Send to Mobile]] | ||
| − | | class="fieldGrayBackgrounds" style="width: 446px;" | | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 446px;" | |
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| + | | colspan="2" | | ||
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| − | | | + | | colspan="2" | |
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| − | | class="headerMainTitles" colspan=" | + | | class="headerMainTitles" colspan="6" | Dispatch Card Tab |
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| − | | colspan=" | + | | colspan="6" | [[File:JM dispatchTab ccexpress.png|JM dispatchTab ccexpress.png]] |
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| − | | class="navigationTitles" colspan=" | + | | class="navigationTitles" colspan="6" | Overview |
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| − | | colspan=" | + | | colspan="6" style="width: 265px;" | Desc Here |
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| − | | colspan=" | + | | colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span> View Open or Closed Work Orders |
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| − | | colspan=" | + | | colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span> Add or Edit Work Orders |
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| − | | colspan=" | + | | colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span> Edit Dispatch Cards |
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| + | | colspan="2" | | ||
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| − | | | + | | colspan="2" | |
| − | | | + | |- |
| + | | class="headerMainTitles" colspan="6" | KPI Tab | ||
| + | |- | ||
| + | | colspan="6" | [[File:JM kpiTab ccexpress.png|JM kpiTab ccexpress.png]] | ||
| + | |- | ||
| + | | class="navigationTitles" colspan="6" | Overview | ||
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| − | | | + | | colspan="6" style="width: 265px;" | Desc Here |
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| − | | colspan=" | + | | class="headerMainTitles" colspan="6" | Fields |
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| − | | class=" | + | | class="headerMainTitles" | Hours |
| + | | class="headerMainTitles" | | ||
| + | | class="headerMainTitles" | Date & Time | ||
| + | | class="headerMainTitles" | | ||
| + | | class="headerMainTitles" | KPI | ||
| + | | class="headerMainTitles" | | ||
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| − | | class="fieldGrayBackgrounds" colspan=" | + | | class="fieldGrayBackgrounds" colspan="6" style="width: 265px;" | |
{| border="1 solid white" cellpadding="1" cellspacing="1" style="width: 1400px;" | {| border="1 solid white" cellpadding="1" cellspacing="1" style="width: 1400px;" | ||
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| − | | colspan="2" rowspan="1" | | + | | colspan="2" rowspan="1" | |
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| colspan="2" rowspan="1" | KPI | | colspan="2" rowspan="1" | KPI | ||
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| − | | class="headerMainTitles" colspan=" | + | | class="headerMainTitles" colspan="6" | Transactions Tab |
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| − | | colspan=" | + | | colspan="6" | [[File:JM transTab ccexpress.png|JM transTab ccexpress.png]] |
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| − | | class="navigationTitles" colspan=" | + | | class="navigationTitles" colspan="6" | Overview |
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| − | | colspan=" | + | | colspan="6" style="width: 265px;" | Desc Here |
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| − | | class="headerMainTitles" colspan=" | + | | class="headerMainTitles" colspan="6" | Invoices Tab |
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| − | | colspan=" | + | | colspan="6" | [[File:JM InvoiceTab ccexpress.png|JM InvoiceTab ccexpress.png]] |
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| − | | class="navigationTitles" colspan=" | + | | class="navigationTitles" colspan="6" | Overview |
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| − | | colspan=" | + | | colspan="6" style="width: 265px;" | Desc Here |
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| − | | class="headerMainTitles" colspan=" | + | | class="headerMainTitles" colspan="6" | Notes Tab |
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| − | | colspan=" | + | | colspan="6" | [[File:JM notesTab ccexpress.png|JM notesTab ccexpress.png]] |
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| − | | class="navigationTitles" colspan=" | + | | class="navigationTitles" colspan="6" | Overview |
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| − | | colspan=" | + | | colspan="6" style="width: 265px;" | Desc Here |
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| − | | class="headerMainTitles" colspan=" | + | | class="headerMainTitles" colspan="6" | Documents Tab |
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| − | | colspan=" | + | | colspan="6" | [[File:JM docTab ccexpress.png|JM docTab ccexpress.png]] |
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| − | | class="navigationTitles" colspan=" | + | | class="navigationTitles" colspan="6" | Overview |
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| − | | colspan=" | + | | colspan="6" style="width: 265px;" | Desc Here |
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| − | | class="headerMainTitles" colspan=" | + | | class="headerMainTitles" colspan="6" | Status Code Log Tab |
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| − | | colspan=" | + | | colspan="6" | [[File:JM scTab ccexpress.png|JM scTab ccexpress.png]] |
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| − | | class="navigationTitles" colspan=" | + | | class="navigationTitles" colspan="6" | Overview |
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| − | | colspan=" | + | | colspan="6" style="width: 265px;" | Desc Here |
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| − | | class="headerMainTitles" colspan=" | + | | class="headerMainTitles" colspan="6" | Payments Tab |
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| − | | class="navigationTitles" colspan=" | + | | class="navigationTitles" colspan="6" | Overview |
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| − | | colspan=" | + | | colspan="6" style="width: 265px;" | Desc Here |
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Revision as of 11:46, 1 April 2022
| jobedit ccexpress.png | |||||||||||||||||||||||||||||||||||
| Navigation | |||||||||||||||||||||||||||||||||||
| To access Job Maintenance, select Search > Jobs > Use the search to find the job to access > Select the row for the job to access > Click Edit. | |||||||||||||||||||||||||||||||||||
| Overview | |||||||||||||||||||||||||||||||||||
| : | |||||||||||||||||||||||||||||||||||
| • Adding or editing links for LinkedIn, Twitter and Facebook | |||||||||||||||||||||||||||||||||||
| • Viewing the Sites connected to the Customer | |||||||||||||||||||||||||||||||||||
| • Viewing the Tasks connected to the Customer | |||||||||||||||||||||||||||||||||||
| • Viewing the Contacts connected to the Customer | |||||||||||||||||||||||||||||||||||
| • Viewing the Notes connected to the Customer | |||||||||||||||||||||||||||||||||||
| • Viewing the Documents connected to the Customer | |||||||||||||||||||||||||||||||||||
| • Viewing the Invoices connected to the Customer | |||||||||||||||||||||||||||||||||||
| Fields | |||||||||||||||||||||||||||||||||||
| Customer Name | Job No. | Billed | |||||||||||||||||||||||||||||||||
| Site Name | Main No. | ||||||||||||||||||||||||||||||||||
| Primary Servicer | Job Contact | Phone Ext | Contact Email | ||||||||||||||||||||||||||||||||
| SLA | Status | Job Type | Account Manager | ||||||||||||||||||||||||||||||||
| Received Date | Service Type | Salesperson | |||||||||||||||||||||||||||||||||
| Schedule Date | SLA Exp | Pmt Method | Ref# | ||||||||||||||||||||||||||||||||
| Request | Solution | ||||||||||||||||||||||||||||||||||
| Request Notes | Solution Notes | ||||||||||||||||||||||||||||||||||
| Status Bar | Send to Mobile | ||||||||||||||||||||||||||||||||||
| Dispatch Card Tab | |||||||||||||||||||||||||||||||||||
| JM dispatchTab ccexpress.png | |||||||||||||||||||||||||||||||||||
| Overview | |||||||||||||||||||||||||||||||||||
| Desc Here | |||||||||||||||||||||||||||||||||||
| • View Open or Closed Work Orders | |||||||||||||||||||||||||||||||||||
| • Add or Edit Work Orders | |||||||||||||||||||||||||||||||||||
| • Edit Dispatch Cards | |||||||||||||||||||||||||||||||||||
| KPI Tab | |||||||||||||||||||||||||||||||||||
| JM kpiTab ccexpress.png | |||||||||||||||||||||||||||||||||||
| Overview | |||||||||||||||||||||||||||||||||||
| Desc Here | |||||||||||||||||||||||||||||||||||
| Fields | |||||||||||||||||||||||||||||||||||
| Hours | Date & Time | KPI | |||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||
| Transactions Tab | |||||||||||||||||||||||||||||||||||
| JM transTab ccexpress.png | |||||||||||||||||||||||||||||||||||
| Overview | |||||||||||||||||||||||||||||||||||
| Desc Here | |||||||||||||||||||||||||||||||||||
| Invoices Tab | |||||||||||||||||||||||||||||||||||
| JM InvoiceTab ccexpress.png | |||||||||||||||||||||||||||||||||||
| Overview | |||||||||||||||||||||||||||||||||||
| Desc Here | |||||||||||||||||||||||||||||||||||
| Notes Tab | |||||||||||||||||||||||||||||||||||
| JM notesTab ccexpress.png | |||||||||||||||||||||||||||||||||||
| Overview | |||||||||||||||||||||||||||||||||||
| Desc Here | |||||||||||||||||||||||||||||||||||
| Documents Tab | |||||||||||||||||||||||||||||||||||
| JM docTab ccexpress.png | |||||||||||||||||||||||||||||||||||
| Overview | |||||||||||||||||||||||||||||||||||
| Desc Here | |||||||||||||||||||||||||||||||||||
| Status Code Log Tab | |||||||||||||||||||||||||||||||||||
| JM scTab ccexpress.png | |||||||||||||||||||||||||||||||||||
| Overview | |||||||||||||||||||||||||||||||||||
| Desc Here | |||||||||||||||||||||||||||||||||||
| Payments Tab | |||||||||||||||||||||||||||||||||||
| Overview | |||||||||||||||||||||||||||||||||||
| Desc Here | |||||||||||||||||||||||||||||||||||
