Security
|
Job Versions are available to keep track of events for the job such as Work Orders or Change Orders. Job Version Maintenance is used to create or modify Job Version Templates that are used to enter and track Versions on Jobs with the Webvantage Job Jacket. Any number of Job Version Templates may be created with any number of data entry fields. A default Job Version Template for 'Change Order' data entry is created as a default and may be used, modified or deleted as desired.
Select Maintenance from the Main Menu. Click on Project Management and then select Job Version Templates to open the Tasks Maintenance application.
Upon entering the Job Version Template Maintenance application, all defined Job Version Templates will display on the first tab, sorted by Job Version Template code. The second tab defines the selected Job Version Template Detail information.
To add a new Job Version Template, enter the following information on the first (empty) row in the grid:
Code - A unique code to identify the Job Version Template, containing up to 6 characters.
Description - A description of the Job Version Template, containing up to 40 characters.
When completed, click the New icon to add the new Job Version Template code. Since the Job Version Template codes are sorted by the 'code', the newly added code may not display on the initial page of the grid.
To discard the entry of a new Job Version Template code, click the Cancel icon.
The Job Version Templates code grid displays 10 records at a time. The grid's footer indicates the total number of pages that are available for viewing. The grid's footer indicates the total number of pages that are available for viewing. Use the Change page navigational arrows to view all codes.
Save changes to the screen before using the 'Change page' navigation.
Upon initial view of the Job Version Template Maintenance application, only active Job Version Templates are displayed. To view Job Version Templates that are inactive, click the Show Inactive checkbox, located top right corner of application. To display just the active Job Version Templates, uncheck the Show Inactive checkbox.
All fields can be modified with the exception of the Job Version Template code. When modifying is completed, click the Save located on the individual Job Version Template code row.
If multiple changes have been made to the Job Version Template codes, to save all rows simultaneously click the Save All icon located in the column header.
After modifying a Job Version Template / Job Version Template Detail, the option to synchronize all existing Job/Components (open or closed Job/Components) that use that template is available.
To update all Job/Components that use that template, click the Refresh icon located on the individual Job Version Template code row. A message will display verifying that all Job/Component versions are to be synced with this template. Click Yes to synchronize all Job/Components. Click No to cancel the synchronization.
Not syncing all Job/Components version
By not syncing the modified template with existing Job/Components, the modified template will only be used when adding new versions.
A Job Version Template cannot be deleted once it is in use. If the Job Version Template is no longer needed, make it inactive by selecting the Inactive check box.
To delete a Job Version Template code, click the Delete icon located on the individual Job Version Template code row. A message will display verifying that the Job Version Template code is to be deleted. Click OK to delete the Job Version Template code, otherwise click Cancel to not delete the Job Version Template code.
To generate a report listing all Job Version templates, click the Export to Excel icon, located top right corner of application. If the Show Inactive checkbox is selected, the report will also include all inactive Job Version Templates.
The Job Version Template Detail tab contains the individual fields that are associated to the Job Version Template.
After modifying the Job Version Template, the option to synchronize all existing Job/Components that use the template is available by using the synchronize option on the Job Version Template tab.
Save changes to the screen before using the Change page navigation.
To add fields to a Job Version Template, select the job version template from the dropdown.
To view job version templates that are inactive, click the Show Inactive checkbox, located top right corner of application. To display just the active job version templates, uncheck the Show Inactive checkbox.
To add fields to the Job Version Template Detail, enter the following information on the first (empty) row in the grid:
Database Type - Select the field type which controls the type of data that can be held in the field.
The following Database Types are available:
255 character text - A two hundred and fifty-five character alphanumeric field.
50 character text - A fifty character alphanumeric field.
Date - Standard Date Entry (mm/dd/ccyy) that includes a calendar popup.
Date (today as default) - Standard Date entry that automatically defaults to the current system date. This date can be changed as needed. If date is not required, this field can be 'blank' (null).
Decimal Number (2) - A numeric field that can include up to 2 decimal points.
Decimal Number (3) - A numeric field that can include up to 3 decimal points.
Decimal Number (4) - A numeric field that can include up to 4 decimal points.
Large Whole Number - A 9 digit numeric field that can include any number within the range of -999,999,999 through 999,999,999.
Memo - An eight thousand character alphanumeric field. Formatting capability is available (bold, color font, highlighting ect.).
Section - Use as a divider between sections of the Job Version Template. This will create collapse-able / expand-able sections within Job Version.
Small Whole Number - A 5 digit numeric field that can include any number within the range of -32,767 through 32,767.
User-defined list of values - This creates a drop-down listing of variables for the user to select from during entry. 50 character alphanumeric field.
Required - When the 'Req' checkbox is selected (checked), during Job Version entry in Webvantage, the user can only select a value from the drop down. When the 'Req' checkbox is not selected (unchecked), the user can select a value from the dropdown OR can manually enter a value (up to 50 characters).
Modify List - After selecting the Field Type of 'User-defined list of values', click on the Click to modify list icon. On the Designate Types of Change Values, to add dropdown list values, enter the value on the first (empty) row in the grid.
To add the value, click the Click to add new row icon. To discard the entry of a new value, click the Cancel add row icon.
If multiple changes have been made to the values, to save all rows simultaneously click the Click to save all rows icon located in the column header.
To generate a report listing all selection values, click the Export to Excel icon, located top right corner of application.
Yes/No - A selection for a Yes / No field.
Label - Enter the name that should display for that field on the Job Version data entry screen.
Is Required - Check this box if the field is required when adding Job Versions to the job.
On - If a value is no longer in use, it may be marked as off. Off values will no longer be available for selection.
Instructions - Enter instructions for each field that the user can access when adding a new Job Version.
Job Template Mapping - Allows certain Database Types to automatically populate fields on the Job Jacket when creating a new Job Jacket via Job Request.
From: Database Type |
To: Job Template Mapping |
50 Character Text 255 Character Text User-defined list of values |
[None] Client Reference Creative Instructions Client PO Component Comments Shipping Instructions Special - Explain Billing Comment Job Comment |
Date Date (today as default) |
[None] Date Opened Due Date Media Date to Bill Start Date |
Decimal Number (2) Decimal Number (3) Decimal Number (4) |
[None] Budget Markup Percent |
Large Whole Number |
[None] Job Quantity |
Memo (8000 characters) |
[None] Creative Instructions Component Comments Shipping Instructions Job Comment |
Yes/No |
[None] Layout - Comp Layout - None Layout - Rough Layout - Special Layout - Thumbnail Is Job Component Non-Billable Service Fee Taxable Traffic Schedule Needed Approved Estimate Required Rush Charges Approved |
When completed, click the New icon. To disregard adding the new detail, click the Cancel icon.
To delete a Job Version Template Detail, click the Delete icon located on the individual Job Version Template Detail label. A message will display verifying that the Job Version Template Division label is to be deleted. Click OK to delete the Job Version Template code, otherwise click Cancel to not delete the Job Version Template code.
Job Version Template Details cannot be deleted if it is already in use. User-defined values must be removed prior to deleting the Job Version Template Detail label.
Use the Change page navigational arrows to view all Job Version Template Details fields.
To generate a report listing all job version template detail, click the Export to Excel icon, located top right corner of application. If the Show Inactive checkbox is selected, the report will also include all inactive job version template detail.
Click on the x on Job Version Template Maintenance to exit the maintenance application.
Security