This guide offers an introduction to the Jobs tab, outlining its functions and instructions for establishing jobs within your organisation, overseeing them, and deleting them when no longer needed for efficient work management.
Following the guidance in this article, you will learn how to effectively utilise the Onetrace Jobs tab to streamline your work management operations.
An Overview of the Global Jobs Table
The Jobs tab within your Onetrace account is your central hub for managing job-related information. Jobs represent the contracted work that your teams are working on in real-time.
Using the Jobs tab, you can schedule work for your members, and manage and customise their schedule any time, any place without stepping foot onsite. You will get a glance to view every tine details related to the job in question.
1. Job No. | This field displays a unique job identification number which is automatically generated and assigned when scheduling each new job in the system. |
2. Project | This field displays a list of Projects you currently have within your Onetrace account. |
3. Client | The client's field displays a list of the clients you have added to your Onetrace account whom you are currently providing services for. |
4. Status | Using the status filter, you can filter your jobs according to their stage within the project lifecycle. You can choose between "Awaiting", "In progress", "Completed", or "Cancelled". |
5. Operative | The Operative field displays the Member who has been assigned to a specific Job. |
6. Forms | This field displays the Forms assigned to a specific Job for your Operatives to fill on-site. |
7. Scheduled | This field displays the date/dates during which the Job is scheduled. |
8. Reference | The Add Reference field displays any custom Job Reference numbering system you might have used. |
An Overview of the Schedule Job Pop-up
Once in the Job tab, use the 'Schedule a Job' button to schedule work for your operatives. You'll be able to add the following details while scheduling your job:
Project | Using the dropdown menu select a project for which you are scheduling a job. |
Operatives | Using the dropdown menu add an operative or multiple operatives depending on the requirements of your job. |
Dates | Specify dates when the work is likely to be performed using the calendar (selecting multiple will schedule multiple jobs). |
Options | Additionally, you can add the following to your jobs as well:
Reference: You can add a custom job reference number in case you have used any external referencing system or your client uses one.
Forms: Forms can be pre-selected using the dropdown menu. Alternatively, if this column is left blank, then all forms will automatically be available for your operatives to choose from when starting a job.
Site Contact: You can assign a contact for operatives to reach out to on-site via their mobile app in case of any queries or emergencies.
Instructions: You can add job-related notes accessible to operatives through their mobile app to assist them while performing the job. |
💡Learn more about how to schedule a job within your Onetrace account
Overview of a Job Screen
Once you have clicked on a job, your screen will display a summary of the following information:
1. Project | 2. Client |
The name of the project under which a specific job was scheduled will be displayed here.
💡 Learn more about creating, managing and customising projects
| The name of the client for whom you are contracted to work will be displayed here.
💡Learn more about clients and contacts |
3. Job Number | 4. Operative |
The unique identification job number that was automatically generated at the time when the job was scheduled will be displayed here.
| The name of the operative who was assigned to a specific job will be displayed here. |
5. Date | 6. Forms |
The date or dates when the job was scheduled to be carried out will be displayed here.
| Any forms that were selected either at the time of scheduling the job or when the operative started a job using the mobile app will be displayed here.
💡 Learn more about forms
|
7. Add Reference | 8. Status |
Any external referencing system that you might have used while scheduling a job will be displayed here.
| The completion status of your job will be displayed in this section. All jobs are categorised based on the following:
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9. Reassign Button | 10. Instructions |
By using this button, you'll be able to reassign a job to another operative.
💡 Learn how to reassign jobs using your Onetrace account
| Any information or instructions that you might have mentioned while scheduling the job to assist your operatives will be displayed here.
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11. Job Sheets | 12. Material Summary |
All job sheets that are created by your operatives for specific jobs will be displayed here.
Click the + Add Job Sheet button to add more.
💡 Learn more about job sheets | A summary of all the materials and rates that are added within a specific job will be displayed here.
💡 Learn more about materials and rates
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13. Delete Job | 14. Get Report |
By using this button, you'll be able to delete a job.
💡 Learn how to delete jobs from your Onetrace account | By using this button, you'll be able to generate a report of a specific job.
💡Learn more about reports |
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