Log a Related Job using Recent Job

Introduction

Joblogic's "Log Job from Recent Job" function enables users to quickly create jobs by reusing/copying details from previously completed or logged jobs. This user guide will detail how to log a related job from a recent job.

For more information and details on logging a singular job via a recent job see here.

Log a Related Job using Recent Job

To Log a Related Job using Recent Job, open the main screen of the initial job. Then click the ‘Log Related Work’ drop down and select the ‘Log Related Job’ option.

Upon activation, a dropdown menu will appear, displaying the 10 most recent Jobs.

If the job that you wish to replicate is not immediately visible in the dropdown, you can search other jobs to use by entering specific identifiers such as Job description, Job number, reference number etc.

Select a recent job to use and then review and edit any details as necessary to tailor the new Job to the specific requirements.

Adjust any specific details as needed i.e. Carry Forward Asset and Carry Forward Attachments/Notes and select “Save” to complete the Job Creation process.

Further Support

For further information or assistance with the above, contact our Support Team on 0800 326 5561 or email support@joblogic.com. Alternatively, our Customer Success Management team can be reached by emailing customersuccess@joblogic.com

Publishing Details

This document was written and produced by Joblogic’s Technical Writing team and was last updated on the date specified above. Be aware that the information provided may be subject to change following further updates on the matter becoming available or new releases within the system. Additionally, details within the guide may vary depending on your Joblogic account’s user permissions and settings or the electronic device being used.