Editing Job Assignments

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Editing Job Assignments

You can use the Job Scheduler to edit job details including the job assignment status, the employee a job is assigned to, the job date or times, the stage number a job is assigned to and, for field service jobs, the field service status.

Open the Job Scheduler.

Refer to "Accessing the Job Scheduler".

Micronet displays the Schedule Job Cards screen with the display preferences you last saved, and showing any jobs for the current date.

Perform one of the following actions:

from the Schedule Job Cards screen - standard mode, find the job assignment you want to edit then double click on it (refer to "Filtering Jobs")
from the Schedule Job Cards screen - standard mode, find the job assignment you want to edit then right click on it with the mouse and select EDIT TASK
from the Schedule Job Cards screen - Field Service mode, find the job assignment you want to edit then double click on it (refer to "Viewing Field Service Jobs")
from the Planner by Employee screen, find the job assignment you want to edit then double click on it (refer to "Viewing Jobs by Employee")
from the Planner by Employee screen, find the job assignment you want to edit then right click on it with the mouse and select EDIT TASK.

In each case, Micronet displays the Edit Task screen.

Complete the following fields:

	Field	Value
	Job Number	Micronet displays the job number.
	Job Description	Micronet displays the job description.
	Plant Number	Micronet displays the number of any plant item used on the job.
	Plant Des	Micronet displays the description of any plant item used on the job.
	Debtor	Micronet displays the customer for this job.
	Priority	Micronet displays the priority code for this job, e.g. normal or urgent.
	Area	Micronet displays the job area this job is assigned to.
	Assignment	Micronet displays the job assignment status. You can change this if required. Options are: Unassigned - the job has not yet been assigned to an employee Assigned - the job has been assigned to an employee PDA - the job assignment has been sent to a PDA Completed - the job assignment has been completed Response - this option is not used.

Technical Tip

If your company uses the Field Service module, use the Field Service Status rather than the Assignment field.

	Assigned To	Micronet displays the ID of the employee currently assigned to this job. You can change the employee if required by deleting the displayed employee ID and entering another one. You can also press spacebar then Enter to select from a list of employees. For field service jobs, the job will be downloaded to this employee's PDA.
	Date	Micronet displays the job date. You can change this if required.
	Start Time	Micronet displays the job start time for the employee. You can change this if required.
	End Time	Micronet displays the job end time for the employee. You can change this if required.
	Stage Number	Micronet displays the job stage number for the selected job assignment. You can delete this and press Enter to select a different job stage against which to record this job assignment.
	Field Service Status	This field is only displayed if your company uses the Field Service module. For more information about Field Service, refer to "Introduction to Micronet Job Costing". Micronet displays the status of the field service job. You can change the status if required. Options are: No Action - save the job without sending it to the field service employee in the Assigned To field Send to PDA - send the job to the field service employee selected in the Assigned To field. Micronet will download the job to the PDA the next time the PDA user synchronises with Micronet. On PDA - the job has been downloaded to the field service employee's PDA but not yet started On PDA Edited - the job has been edited in Micronet since the job was downloaded to the PDA and requires the PDA user to download the job again to update the job with the latest changes In Progress on PDA - the job has been downloaded to the field service employee's PDA and is currently in progress New Job - this status is not currently used Quote Required - this status is not currently used Quote Retrieved - this status is not currently used Completed on PDA - the job has been completed by the field service employee but not yet synchronised to MJC Completed - the job has been completed by the field service employee and has been synchronised to MJC.

Optionally, you can:

inquire on the job details - refer to "Edit Task - Job Inquiry"
view the answers the field service employee entered for any pre or post checks - refer to "Edit Task - Checks"
view any notes added to the job by the field service employee - refer to "Edit Task - Notes"
view any images added to the job by the field service employee - refer to "Edit Task - Images".

When you have finished viewing and editing the job assignment details, select Accept on the Edit Task screen.

Micronet redisplays the Schedule Job Cards screen.