Security
and Setup
|
Job Versions are available to keep track of events for the Job, such as Work Orders or Change Orders. A Job Component can have multiple Job Versions.
The Project Management Dashboard (PMD) includes all modules available through Job Jacket and additional Job related information.
If the module appears disabled, it just means that the record has not been created yet. Click on the 'disabled' link to access that module.
The PMD will be available from other applications that are accessed through Job Jacket or when searched for by Job. The Action Button is available to create Bookmarks and send Alerts and Assignments.
Click here to view additional information on the Project Management Dashboard (PMD).
To create a Job Version, use the Job Jacket Search screen to locate and display the job and component. From the PMD, select the Job Version link.
If a Job Version has not been previously added, select a Job Version Template from the search list and click the Save button. Select the Template to be added and click the Save button. If there are existing Job Versions, to add a new Job Version, click on the New button.
To copy an existing Job Version, click on the Copy button. The Copy New Job Version popup will automatically default to the current job. To select a different Client/Division/Product or Job/Component to be copied, click on the applicable links. Once the correct Job/Component to be copied are displayed, click the Get Versions button. Select the Version to be copied from the dropdown and click the Save button.
To exit without adding a new job version, click the Cancel button.
After the new Job Version has been created, it will display the pick list of Job Versions versus the newly added Job Version.
The Job Version displays the Job Number, Component Number, Number and Template name.
Enter the Description and complete the remaining Required fields, highlighted in yellow or marked with a red asterisk, and any non-required fields. When finished, click the Save button.
The following Field Types are available and can be included in a Job Version Template (Job Version Template setup is located in Advantage or Webvantage | Maintenance | Project Management | Job Version Template):
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/yy), including 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.
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.
User-defined list of values - A custom list of variables available for selection during entry.
If the 'User-defined list of values' is not a required field, the user can select a value from the drop down OR can manually enter a value, up to 50 characters. If the field is required, a selection from the drop down list must be selected.
Yes/No - A Radio button to indicate Yes or No.
A blue Information icon may be included after any field on the Job Version. Placing the mouse over the Information icon will display a comment to help identify the type of information to be entered into that field. This comment will not be included when printing the Job Version report.
To modify a Job Version Template, select Job Version from the PMD. Select the Job Version by clicking on the Job Version link. Select the Job Version template, make modifications and click the Save when completed.
To copy the current Job Version, click on the Copy button. The new job version will be displayed with the number updated. All other information will be copied accordingly. When done, click the Save button.
To return to the Job Version list, click the X on the top right corner of the application.
To delete a Job Version, click the Delete button. A message requesting confirmation of deletion will display. If there are multiple Job Versions still available, will return to the Version Selection listing.
If the last Job Version was deleted, the Job Version Template will be displayed. To add a new Job Version, select a Job Version Template from the search list and click the Save button or the Copy button. To exit Job Version, click the Cancel button.
There are many options available for generating the Job Version Print.
The ability to print and send the application report is available by using the Print/Send button on the toolbar, or from the Unity Menu (right clicking on the application):
Print - Creates the report by using the established default settings by user / saved options from the Print Options. Once selected, the report will be downloaded.
Send Alert - Displays the New Alert popup for completion. The alert will include the attachment.
Send Assignment - Displays the New Assignment popup for completion. The assignment will include the attachment.
Send Email - Displays the New Email popup for completion. The email will include the attachment (based on agency settings).
Options - Displays the Print options where various formats, location, print options can be selected and saved. User can print the report or opt to send an alert or email. To save the options selected, click the Save button. The next time the Print is accessed, the selected print options will be the same.
Select the following:
Location ID - Select the Location ID from the drop down to include in the header of the report. To not print any location information select 'None' from the drop down.
Output Format - Select from the Format drop down the format that the report is to display. Available options are PDF, Excel, Text and Rich Text.
Print Options
Omit Empty Fields - Check this box if fields that do not have any data in them should be left off the report. To include fields even if they are blank, uncheck this box. The field applies only to the Job Order Form.
Report Title Placement - Select where the title should be placed on the Creative Brief print. Select Left if the report title should be left justified on the report, select Right if the title should be right justified on the report, or select Center if the report title should be centered. The Report Title is the Template Name.
To print the Job Version report, click the Print button. A File Download dialog box will appear. The PDF name will include the name of the Job Version Template selected, Version number, Job/Component Number and the date/time.
The ability to send the Job Version with attached as a .PDF file is available by using the buttons on the Action Button or from the Unity Menu (right clicking on the application):
Select the send method:
Alert (Alert icon) - Select the Recipients using the Select Recipients button or by selecting the Notify Alert Group option. Select the Category and Priority and enter a Due Date and Time Due, if applicable. Modify the subject and/or enter a message. Additional documents may be attached by using the Attachment/Link option.
The Assigned Employee Alert Group consists of the following employees that are related to the Job/Component: Account Executive, all Employees listed as a member of Project Schedule team (in the Assignment section of the Project Schedule) and all Employees assigned to a task within the Project Schedule.
Assignment (Assignment icon) - Recipients are selected based on a user-defined workflow and the state of the assignment. Select CC Recipients, Category, Priority, Due Date/Time, Subject and Description.
Email (Email icon) - Select Email Recipients by using the To, Cc, Bcc link to access the Recipients selection or by manually entering the email address. If multiple recipients, separated each email address by a comma. Select the Priority, modify the subject and enter a message/description. Additional documents may be attached by using the Attachment/Link option. When finished, click the Send new alert or email button.
Click here to view detailed information regarding Alerts and Assignments.
When completed, to send the Email, Alert or Alert Assignment, click the Save button. To reset the New Alert entry, click the Clear button. To exit without sending the Email, Alert or Alert Assignment, click the Cancel button.
To save the Alert or Assignment as a draft, to be sent later, click the Save Draft button. The Alert or Assignment will be saved in the Desktop | Assignments & Alerts Manager application - in the Drafts folder.
The option to check the spelling of all entered data is available by clicking the Spell Check button. After changes have been made, click the click the Save button.
The Refresh button is used to clear any input prior to saving or to also retrieve updated field descriptions. By using the Refresh button, it will return the Job Version to the last saved version.
To exit Job Version and return to the Job Jacket, click the X on the top right corner of the application.
Security
and Setup