Utilities: Free text field in which to insert information about e.g. tools etc. to be used.
Comments: Free text field in which to insert any ongoing comments. This field can also be accessed in view mode on the job, as well as on the completion screen.
SJA: Add safe job analysis elements, categories etc. Must be set up in advance under the menu ‘System’ → ‘SJA’. If SJA is added to a recurring job, ‘Std’ can be checked off in order to ensure that the SJA will be included in the next occurrence of the job. The SJA can be edited (Category and Comments) by setting Status to 2 before saving. This will prevent validation of the completed SJA being activated. This is only available to admin users, or to the person who created the job.
Document: Add/upload new documents or select from the document register.
Instruction: Insert instructions from the instruction register. These will automatically be included in the next occurrence of a recurring job.
Sub Activity: Separate checkpoints (sub-activities) can be created with separate fields for the selection of assets (or items if item management is activated). When a job is performed, these have their own status management: ‘Requires Action’, ‘Corrected’ or ‘OK’. For details, see separate description.
Assigned to: In addition to the one person that can be inserted when creating a job, more can be added here, including suppliers as assigned personnel. Select here either directly via the list 'Contacts' or 'Suppliers'.
Article: Planned articles/parts for use on the job can be selected from the article register, as well as from the separate list ‘Articles attached to asset’: the asset’s parts list / bill of materials.
Note - these can be inserted in advance on the linked article, allowing automatic calculation of the sale price via the edit button. NB! This is only displayed if the system has been set up with invoicing (Service Management).
There is no comments field in Article connections. If comments are inserted here, these will also be displayed on any order that is created via the work order and the button ‘+PO’ or via the menu point ‘Planned consumption’ under the ‘Articles’ menu.
There is also a fast-search field for articles. There will be no hits if the article number is not inserted exactly.
Additional costs: Provides the option of defining miscellaneous additional cost records that provide a summary in the field ‘Additional costs’