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πŸš€ An overview of the Job Sheets tab
πŸš€ An overview of the Job Sheets tab

Learn your way around the Onetrace system by exploring the functionalities of the Job Sheets tab. Check out this guide to get started.

John avatar
Written by John
Updated over 2 months ago


An overview of the Job Sheets tab

1. Sheet No.

2. Project

3. Client

This field displays a unique identification number which is automatically assigned to a Job sheet when created.

This field displays the project each specific job sheet of yours is on.

πŸ’‘ Learn more about projects

The field displays a list of the clients the job sheets have been created for.

πŸ’‘ Learn more about your clients

4. Form

5. Operative

6. Status

This field displays the job forms (type of work) your operatives are currently carrying out or have had in the past.

This field displays a list of all operatives with their associated job sheets.

The completion status of your job sheets will be displayed in this section. All jobs are categorised based on the following:

  • In progress

  • Submitted

  • In Review

  • Approved

  • Rejected

7. Created ↓

8. Submitted

9. Last Updated

This field displays the dates and times when individual job sheets were created within your Onetrace account.

This field displays the dates and times when individual job sheets were submitted within your Onetrace account.

This field displays the dates and times when individual job sheets were last updated within your Onetrace account.

10. Add Filter

11. Status

12. Get Report

The Add Filter drop-down will provide the option to view your job sheets by

  • Project Status

  • Client

  • Project

  • Operative

  • Form

  • Sheet no

  • Created

  • Submitted

  • Last Updated

The status drop-down will provide you with the option to view your job sheets by filtering through their completion and progress.

  • In Progress

  • Submitted

  • In Review

  • Approved

  • Rejected

By using this button, you'll be able to generate an Excel report of all your job sheets added to your Onetrace account.

πŸ’‘ Learn more about reports


Overview of an Individual Job Sheet

Project

This field displays the name of the project within which a specific job sheet has been created.

Client

This field displays the name of the client for whom the work has been carried out.

Job Number

This field displays a unique job identification number which is automatically generated and assigned when scheduling each new job in the system.

Reference

The Reference field displays any custom job reference numbering system you might have used while scheduling a job.

Operative

The operative field displays the member who has created this specific job sheet.

Date

This field displays the date on which a specific job sheet was created.

Approval Stages

This field displays the Approval Stages that have been created, along with the people who have been assigned to review them.

πŸ’‘ Learn more about approvals

Location

This field will display the following information:

Block: The name of the block where the location pin was dropped.

Level: The name of the level where the location pin was dropped.

Drawing Name: The title of the drawing uploaded will be displayed here.

Location No: The automatically generated number assigned when dropping map pins will be displayed here.

Status: The completion status for the location will be displayed here.

Specification

This field will display the name of the specification that was created.

πŸ’‘ Learn more about specifications

Specification Code

This field will display the code that you may have assigned to a specification.

Edit

By using this button, you can edit any information on the form that was added to a job sheet.

Download PDF

By using this button, you can generate a report of a specific job sheet.

πŸ’‘Learn more about reports

Delete

By using his button, you can delete your job sheets.

πŸ’‘ Learn more about job sheets

< or > Arrows

You can use these arrows to go back and forth to look at all the job sheets that were created for a specific job.


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