Introduction
Joblogic permits users to log a related job(s) to an initial job allowing for associations between differing work under the same project/area. This user guide details how to log a related job to an initial job within the back office.
How to Log a Related Job
In order to log a related job, navigate to the initial job via ‘Jobs’ > ‘All Jobs’ within the left side main menu and use the search and filter tool to locate the job.
Select the job and navigate to the ‘+ Log Related Work’ dropdown menu and select ‘Log Related Job’.
Fill in the details of the ‘Log Job’ window. There are mandatory items, marked with a red asterisk which must be filled in in order to log the related job.
If you have associated customers configured, you can select the site first and then enable Show Associated Only above Customers.
The Customer dropdown will then display only the customers associated with the selected site.
If you have associated sites configured, you can select the customer first and then enable Show Associated Only above Sites.
The Site dropdown will then display only the sites associated with the selected customer.
Alternatively, you can log the job from a template, or log from a recent job. There are further guides on these options if required.
Once you have entered all the required information, click Save. The related job will be created and added to the All Jobs area.
The job will be assigned a unique system-generated job number, which can be used to search for the job alongside the other information entered.
The job number will also indicate its relationship to the original job. The original job number is followed by a / and a unique identifying number. This number increments each time a new related job is created. For example: M0000020, M0000020/000, M0000020/001.
Viewing the Association between Related Jobs
The association between related jobs can be viewed via the history tab of both the initial job and the secondary related job.
Initial Job:
Related Job:
Select the ‘Related Works’ dropdown under the ‘History’ tab of either job.
A related jobs area presenting any related work will be presented. The original/related job can be accessed by selecting the blue hyperlinked job number.
Initial Job:
Related Job:
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.