You are here: Welcome » TSM User Guide » Creating a Job Card
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3000user_guide:3250creating_jobs [2020/06/18 09:34] 127.0.0.1 external edit |
3000user_guide:3250creating_jobs [2021/01/11 17:57] (current) rajeev.ranjan |
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Click on the {{.:userg169.gif|}} button on the TSM main Tool-Bar or select Job Cards from the pull-down Action menu to select the Job Cards screen (Choose Job Cards Lite or Job Cards Single if you prefer. The following descriptions conform to the full Job Card screen but you can find similar information on the other Job Card screens. | Click on the {{.:userg169.gif|}} button on the TSM main Tool-Bar or select Job Cards from the pull-down Action menu to select the Job Cards screen (Choose Job Cards Lite or Job Cards Single if you prefer. The following descriptions conform to the full Job Card screen but you can find similar information on the other Job Card screens. | ||
- | {{:3000user_guide:jobcard_empty.png|}} | + | {{:3000user_guide:jobcard_empty686.png?|}} |
//Job Cards: Customer Details Screen// | //Job Cards: Customer Details Screen// | ||
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- | {{:3000user_guide:jobcard_custsearch.png|}} | + | {{:3000user_guide:search_contacts.png|}} |
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The Job logging page is where you log the details about the job to be done. | The Job logging page is where you log the details about the job to be done. | ||
- | {{:3000user_guide:jobcard_detail.png|}} | + | {{:3000user_guide:jobcard_detail686.png|}} |
This page is split into 5 different sections. The following is a summary of the important information in each section: | This page is split into 5 different sections. The following is a summary of the important information in each section: | ||
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The Assignments page is where you manage employee assignments for the selected Job. | The Assignments page is where you manage employee assignments for the selected Job. | ||
- | {{:3000user_guide:jobcard_assignment.png|}} | + | {{:3000user_guide:jobcard_assignment686.png|}} |
This page displays all assignments linked to this job card and provides an alternate method to the Visual Assignment Screen for creating assignments for the job | This page displays all assignments linked to this job card and provides an alternate method to the Visual Assignment Screen for creating assignments for the job | ||
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The job details page is where you enter completion details of the job. | The job details page is where you enter completion details of the job. | ||
- | {{:3000user_guide:jobcard_jobdetail.png|}} | + | {{:3000user_guide:jobcard_jobdetail686.png|}} |
The Job Details page is split up into 3 different sections. | The Job Details page is split up into 3 different sections. | ||
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After pressing the Add or Edit button, the Time Popup screen will be displayed. | After pressing the Add or Edit button, the Time Popup screen will be displayed. | ||
- | {{:3000user_guide:jobcard_timesheet.png|}} | + | {{:3000user_guide:jobcard_timesheet686.png|}} |
To create a new time sheet entry, click on the {{.:userg109.gif|}} button | To create a new time sheet entry, click on the {{.:userg109.gif|}} button | ||
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After pressing the Add or Edit button, the Parts Used Popup screen will be displayed. | After pressing the Add or Edit button, the Parts Used Popup screen will be displayed. | ||
- | {{:3000user_guide:jobcard_partuse.png|}} | + | {{:3000user_guide:jobcard_partuse686.png|}} |
To add a new part used to the Job, click on the {{.:userg109.gif|}} button | To add a new part used to the Job, click on the {{.:userg109.gif|}} button | ||
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Now that you have entered all of the details of the job, we want to confirm the financial details and complete the job. Go to the invoicing tab to create an invoice. (Complete / Invoice on Job Cards Lite screen). | Now that you have entered all of the details of the job, we want to confirm the financial details and complete the job. Go to the invoicing tab to create an invoice. (Complete / Invoice on Job Cards Lite screen). | ||
- | {{:3000user_guide:jobcard_invoice.png|}} | + | {{:3000user_guide:jobcard_invoice686.png|}} |
Once the job has been completed click on the {{.:userg206.png|}} button to automatically enter the current date and time in the Completed Date field. TSM knows a job is completed when there is a date in the Completed Date field. | Once the job has been completed click on the {{.:userg206.png|}} button to automatically enter the current date and time in the Completed Date field. TSM knows a job is completed when there is a date in the Completed Date field. |