Set up Job Statuses (Table Editor)

You are able to create your own Job Statuses and whether it is considered 'Open' or 'Closed' for reporting.

Create and edit the statuses which are associated with your open and closed jobs.

 

Create a new Job Status

This is listed on the Job's Record > Top section

  1. Click on Account & Settings
  2. Click on Table Editor

    Account Settings - Table Editor.gif
  3. Click on Job Statuses tile
  4. Add a document name to the New Item field
  5. Select the Item Type from the drop down menu
  6. Add a value to the Status Order field (optional)
    1. If no value is listed, or a number is used more than once, then the system will alphabetize the list.
  7. Click on the Add button
  8. Click on the Close button

Job Statuses - Add New - Save.gif

 

 

Example of new Job Status

This is listed on the Job's Record > Top section

  1. Go to a Job's record
  2. Select an option for the Job Statuses from the drop down menu
    1. At the top, upper left corner

Job - Job Status change.gif

 

 

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