Jobs
- Daniel Akers
- Lisa Robb
Overview:
Jobs in Upvise are equivalent to Service Logs in Workbench (not to be confused with what Workbench calls Jobs, which are equivalent to Upvise Projects ).
Jobs are traditionally used for ad hoc service assignments within the scope of a broader Project, e.g. call-outs, maintenance or service requests, etc.
You can customize several areas and options of Jobs using the Options menu item with appropriate access level.
Screen Guide:
Use the dashboard to see key information about your Jobs, including assignments, groupings, and statuses. There are several tabs available to view additional information.
To create a new Job, click the + icon in the top menu bar.
Populate the job with relevant details and requirements. Assign the user you want to complete the job as the Owner.
To ensure that the Job syncs to workbench, it’s important that the project is populated.
Click the checkbox in the top menu bar to confirm and save the job, or the bin to delete the entry.
There is a “Make Recurring” option to repeat the job at the specified Frequency, up to the specified End Date. This is useful for situations where a predictable routine job must be completed and the details do not change significantly.
Next Steps:
You can view a filtered list of Jobs in the Projects screen to manage them by project.