The job sheets section provides a structured view of all job sheets in the system. It contains key details related to projects, clients, operatives, and approval stages.
A job sheet is created from an assigned form when an operative begins work. It records the details of tasks carried out, whether based on drawings or fixed locations.
In drawing-based projects, a pin on the drawing marks where the work has been completed, or an existing pin is selected. In location-based projects, the job sheet is linked to a specific location, either chosen from an existing list or newly created to describe the work area.
Once work is recorded, the job sheet forms part of the overall job. When all job sheets belonging to that job are completed, the job itself is marked as finished. Administrators have visibility of this process and can see the progress of both ongoing and completed tasks in real time.
Key to the global jobs sheet
Header | Description |
Sheet no. | A unique identification number is automatically assigned to each job sheet. |
Status | The completion stage of a job sheet: In progress > Submitted > In review > Approved > Rejected |
Project | The project associated with a specific job sheet. |
Client | The client linked to the job sheet. |
Operative | The operative connected to the job sheet. |
Form | The type of work (job form) listed on the job sheet. |
Created | The date and time a job sheet was created. |
Submitted | The date and time a job sheet was submitted. |
Last updated | The date and time a job sheet was last modified. |
Additional options
Add filter – A dropdown menu for filtering job sheets by project status, client, project, operative, form, sheet number, created date, submitted date, or last updated date.
Status dropdown – A menu for filtering job sheets by their completion stage.
Get report – An option to generate an Excel report of job sheets