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The Job Request (My) dashboard displays a listing of all Job Requests, pending and completed that were created by the USER ID logged in.
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 through the Job Request (All) or through Job Request (My) dashboard.
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.
All Job Requests will be displayed, including the Job Requests that have been associated with a Job. To customize the display of Job Request dashboard, click on the Column Preference icon or right click on a column heading. A Columns popup will display near the column headings of the grid. Hover the mouse over to select the columns to be displayed. All selections (or un-selections) will be automatically saved. When completed, click outside the Columns popup.
Click on the column headings to sort by Client, Client Name, Division, Division Name, Product, Product Name, Description, Date of Request, Created By, Status, Job, Job Description, Component and Component Description.
Displays a listing of ALL Job Requests, pending and completed, regardless of the Employee or Client Portal User that created the Job Request.
Options available are: add new Job Request, view existing Job Request and associated a Job / Create Job.
Use the Change page navigational arrows to view additional records. Control the number of records to display using the Page size option.
Add New - Click the Add icon.
View Existing - Click the associated View Details icon.
Filter - A filter is available to narrow down the Job Requests that display. The available filter options are:
Start Date - Enter a starting date to filter the Job Requests by the date created.
End Date - Enter an ending date to filter the Job Requests by the date created.
Search - Enter text to search to narrow the Job Requests listed and click Search binoculars.
Exclude Completed Job Requests - Select this option to not include Job Requests that have been completed (assigned to a Job).
Search - Enter text to search to narrow the Job Requests listed and click Search binoculars.
Refresh - Click the Refresh icon to update the data being viewed.
Columns - Click the Column Heading option to select which fields are to display within the dashboard.
Sort - Click on the Column Header to sort columns ascending/descending.
Use the Change page navigational arrows to view additional records. Control the number of records to display using the Page size option.
To print the Job Request List, click on the Print icon. To sort the report, click on the column heading. When completed, click Print.
To export the Job Request List to Excel, click the Excel icon.
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