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Job Request uses Job Version Templates to create Job Requests to be sent to users through Alerts / Alerts Assignments via Webvantage or from Client Portal users. A new Job Request can be created via the Aqua menu or through Job Request/My Job Request Desktop Objects.
The Job Request data entry form is user defined through Job Version Template maintenance. The Job Request form will automatically contain required fields such as client, division, product and the job request description. The other details are controlled by the user defined form. Fields within the Job Version Template maintenance can be mapped to specific fields within the Job Jacket so when a Job is created/associated, those fields will automatically be populated with the data in the Job Version. Once the form is designed, requests are created from the aqua | New Job Request menu and sent to staff via Alerts.
Job Requests can be found using the aqua | Find Job Request menu or the aqua | Search menu.
When the Job Request is accessed via aqua | Search or through the Desktop Objects, a new Job can be created or assigned to an existing Job.
To create a new Job Request, from the Aqua menu and select New | Job Request. Job Requests can also be added / viewed using the Job Request/My Job Requests Desktop Object.
On the New Job Request popup, select a Template for the new Job Request. Click the Save button to create the Job Request. Use the Cancel button to not create a new Job Request. A default Template can be designated using Production Settings Maintenance.
On the New Job Request, complete the following required fields and then enter the applicable fields in the Details section.
Client (required) - Enter the Client code, or click the Client hyper link to select a client from the Client Lookup screen.
Division (required) - Enter the division code, or click the Division hyper link to select a division from the Division Lookup screen.
Product (required) - Enter the product code, or click the Product hyper link to select a product from the Product Lookup screen. The Product lookup does not require the Client or Division selected first. If just a Product is selected, the Client and Division will back-fill.
Job Request Description - Enter a description, up to 50 characters to describe the Job Request.
Templates available are maintained in Job Version Template Maintenance application. Since the Job Version Template dictates the fields available, Job Requests can have various fields depending on which is selected.
When completed, click the Save button.
IMPORTANT Closing the New Job Request popup without saving will result in a 'blank' Job Request. When this occurs, locate the Job Request using the Find option by not adding search criteria and click Search. The Job Request Description, Client, Division and Product columns will be empty.
Delete - Use the Delete button to cancel adding the new Job Request.
Print - If wanting to print during adding the New Job Request, click the Print button prior to clicking the Save button.
Refresh - Use the Refresh button to clear all data entered, prior to using the Save button.
Once Save is selected, an Alert is automatically triggered. Complete the Alert information and click the Send button. Once a job is created from the Job Request, the Alert, including any documents attached will be available within the Job Jacket PMD.
Click here to view additional information regarding Alerts.
After Save, the New Job Request will close. Locate the Job Request using the Find or Search method in aqua or use the Job Request or My Job Requests Workspace Object.
There are two methods available to locate the Job Request:
To locate a Job Request, from the aqua menu, select Find then select Job Request.
On the Find Job Request, enter the Search Criteria:
Client - Enter the Client for Job Request, or click on the hyper link to select from a list of Clients. If the Search button is used at this point, all Job Requests that are linked to the Client entered will display in the list.
Division - Enter the Division for Job Request, or click on the hyper link to select from a list of Divisions. If the Search button is used at this point, all Job Requests that are linked to the Client/Division entered will display in the list.
Product - Enter the Product for Job Request, or click on the hyper link to select from a list of Products. If the Search button is used at this point, all Job Requests that are linked to the Client/Division/Product entered will display in the list.
From Date - Enter a start date to limit the results or click on the calendar widget to select a date. This will default to the current day. If the Search button is used at this point, all Job Requests that are linked to the Client/Division/Product/From Date will display in the list.
To Date - Enter an end date to limit the results or click on the calendar widget to select a date. If the Search button is used at this point, all Job Requests that are linked to the Client/Division/Product/Date range will display in the list.
Exclude Completed Job Requests - Select this option to not included Job Requests that have been created into a Job.
If selecting search criteria using the hyper links, the results will automatically display. If manually entering search criteria, click the Search button. A list of all Job Requests matching the Search Criteria will display. If no search criteria are entered, then all Job Requests will display once Search has been clicked. Use the Clear button to reset the search criteria.
Use the Change page navigation to view all results.
To view a Job Request, click on the associated Magnifying Glass.
To search for a Job Request using keywords, from the aqua menu, select Search.
Search Options - To select which applications and options to search in, click the Search In icon (right of the Search button). Verify / select the Include Job Request and click the Save button. To exit the Search In, click the x on the top right corner.
Exact - To locate the Job Request using the exact Job Request Description verbiage, select this option.
Search Criteria - Enter the search criteria and click the Search button.
Results will be grouped based on the area (Search In) the records were located. Expand the Found In: Job Request to view the Job Request.
Click on the Job Request link to view the Job Request.
To create a new Job based on the Job Request, locate the Job Request application. From the Job Request toolbar, click the New Job icon.
Complete the information on the New Job popup and click Create Job or click Create Job | Copy from Existing Job. The new Job/Component is created and the Job Request is added as a Job Version.
If the Job Version template used has been mapped to specific Job Jacket Fields, that data will automatically be populated in the Job Jacket. When Creating a new Job by copying from an existing Job - the data from the Job Version will overwrite the data of the job that is being copied from.
Click here to view detailed information on how to add a New Job.
Once the Job Request becomes a job - it is no longer available in Job Request Find / Search, but it will be available in Job Request / My Job Request Desktop Object.
To create a new Component for an existing Job, click the Create Component button or click Create Component | Copy from Existing Job. The new Job Component is created and the Job Request is added as a Job Version.
If the Job Version template used has been mapped to specific Job Jacket Fields, that data will automatically be populated in the Job Jacket. When Creating a new Job by copying from an existing Job - the data from the Job Version will overwrite the data of the job that is being copied from.
Click here to view detailed information on how to add a New Job Component.
To add the Job Request to an existing job, on the Job Request popup select the Job and Component from the list and click Save. The Job Request is added to the Job/Component as a Job Version.
If the Job Version Template used has been mapped to specific Job Jacket Fields, that data will automatically be populated in the Job Jacket. When associating the Job Request to an existing Job, the data from the Job Version will overwrite the data of the job that is being linked to..
Once the Job Request is added to a job - it is no longer available in Job Request Find / Search, but it will be available in Job Request / My Job Request Desktop Object.
Security
and Setup