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3000user_guide:3240jobs [2020/06/18 09:34] 127.0.0.1 external edit |
3000user_guide:3240jobs [2021/01/11 17:48] (current) rajeev.ranjan |
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| |Slim |Has most of the functionality of the full job card but excludes the Checklists, Mailbox, Tasks and Linked Jobs tabs.| | |Slim |Has most of the functionality of the full job card but excludes the Checklists, Mailbox, Tasks and Linked Jobs tabs.| | ||
| - | {{:3000user_guide:jobcard_menu.png?800|}} | + | {{:3000user_guide:jobcard_menu686.png?800|}} |
| To select the Job Card Type you want to use, Select it from the Job Cards Action menu or select the TSM Task Bar | To select the Job Card Type you want to use, Select it from the Job Cards Action menu or select the TSM Task Bar | ||
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| === Full Job Card === | === Full Job Card === | ||
| - | {{:3000user_guide:jobcard.png?600|}} | + | {{:3000user_guide:jobcard686.png?600|}} |
| The Job card screen is split into several screens, these being: | The Job card screen is split into several screens, these being: | ||
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| |Documents|Link any document to the Job Card such as a quotation, technical specification etc.| | |Documents|Link any document to the Job Card such as a quotation, technical specification etc.| | ||
| |User Fields & Neca|For audit and supervisory approval information.| | |User Fields & Neca|For audit and supervisory approval information.| | ||
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| === Job Card Lite === | === Job Card Lite === | ||
| - | {{:3000user_guide:jobcard_lite.png|}} | + | {{:3000user_guide:job_cardlite686.png?650|}} |
| The Job Cards Lite screen has two sections. The first holds the customer information and the second is split into a number of pages described below. | The Job Cards Lite screen has two sections. The first holds the customer information and the second is split into a number of pages described below. | ||
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| === Quick Job Cards === | === Quick Job Cards === | ||
| - | {{:3000user_guide:jobcard_fast.png|}} | + | {{:3000user_guide:quick_job_card686.png?650|}} |
| The Quick Job Cards screen allows you to quickly add a job to TSM and create a new customer without having to change screens. | The Quick Job Cards screen allows you to quickly add a job to TSM and create a new customer without having to change screens. | ||
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| === POS Invoices === | === POS Invoices === | ||
| - | {{:3000user_guide:jobcard_pos.png|}} | + | {{:3000user_guide:pos_invoices686.png?650|}} |
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| === Help Desk === | === Help Desk === | ||
| - | {{:3000user_guide:jobcard_hd.png|}} | + | {{:3000user_guide:help_desk686.png?850|}} |
| The Helpdesk layout contains most all of the tabs that the full job card has with the exception of the invoicing tab. | The Helpdesk layout contains most all of the tabs that the full job card has with the exception of the invoicing tab. | ||
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| === Slim === | === Slim === | ||
| - | {{:3000user_guide:jobcard_slim.png|}} | + | {{:3000user_guide:jobcard_slim686.png?750|}} |
| The slim has most of the functionality of the full job card excluding though the tasks, HRA, linked jobs and mailbox tabs. | The slim has most of the functionality of the full job card excluding though the tasks, HRA, linked jobs and mailbox tabs. | ||
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| === Common to all screens are the following: === | === Common to all screens are the following: === | ||
| - | {{.:userg161.gif|}} | + | {{:3000user_guide:jobnumber686.png?200|}} |
| //Job Number// | //Job Number// | ||
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| Search by Job Card Number | Search by Job Card Number | ||
| - | If you know the number of the Job Card you are seeking, type it directly into the Job Card number field {{.:userg161.gif?100|}} in the top right hand corner of the Job Card and press Enter. TSM will quickly find and display the job card you seek. | + | If you know the number of the Job Card you are seeking, type it directly into the Job Card number field {{:3000user_guide:jobnumber686.png?200|}} in the top right hand corner of the Job Card and press Enter. TSM will quickly find and display the job card you seek. |
| == Method 2 == | == Method 2 == | ||
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| Select {{.:userg093.gif|}} button from top toolbar to enter Job Card search information to find a matching Job Card. | Select {{.:userg093.gif|}} button from top toolbar to enter Job Card search information to find a matching Job Card. | ||
| - | {{:3000user_guide:jobcard_search.png|}} | + | {{:3000user_guide:search_job_card.png?750|}} |
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| === Bottom Toolbar === | === Bottom Toolbar === | ||
| - | {{:3000user_guide:jobcard_toolbar.png|}} | + | {{:3000user_guide:jobcard_toolbar686.png?750|}} |
| The bottom toolbar provides convenient access to a range of functions described below: | The bottom toolbar provides convenient access to a range of functions described below: | ||