Difference between revisions of "Roster Job Cards"
(→Job Card Details Tab) |
(→Job Card Details Tab) |
||
| Line 44: | Line 44: | ||
[[File:RW_jcdetails.PNG]] | [[File:RW_jcdetails.PNG]] | ||
| − | * '''Client Name''' - | + | * '''Client Name''' - Displays the Service Users name and telephone number, click the name to got to the record. |
| − | * '''Roster Worker''' - | + | * '''Roster Worker''' - Displays the current worker assigned to the job, select the list to change this user. |
| − | * '''Project''' - | + | * '''Project''' - Displays the project this Job Card is in. |
| − | * ''' | + | * '''Service''' - Displays the service on the job card, select to change. |
| − | * ''' | + | * '''Tasks''' - Below the service you will be displayed any tasks assigned as well the new task icon [[File:Icon_plus.PNG]] |
| − | |||
* '''Job card date''' - | * '''Job card date''' - | ||
* '''Planned/proposed start time''' - | * '''Planned/proposed start time''' - | ||
Revision as of 11:10, 4 September 2018
Roster Jobs Cards allows you to search for Job Cards in order to update or amend a Job card.
Contents
Job Card Search
- Start date - If you are looking for a date range enter the earliest date required.
- End date - If you are looking for a date range enter the latest date required.
- From job card number - If you are looking for a range based on the Job Card numbers enter the lowest number to include.
- To job card number - If you are looking for a range based on the Job Card numbers enter the highest number to include.
- Project - Select the project or projects you wish to display Job Cards from.
- Interval from plan - If you are looking a particular plan interval then select it here.
- For one client or all? - Once a project has been selected this drop down will display the available service users. Leave on all to find all.
- For one roster worker or all? - Once a project has been selected this drop down will display the available workers. Leave on all to find all.
- All Job Cards, Incomplete Only, Completed Only? - Specifies the Job Card status if required.
- Order by - Specify the list order of the results.
- Highlight roster worker overbookings? - This will highlight Job Cards that clash.
Synchronising with EveryLIFE PASSsystem
If you use EveryLIFE PASSsystem and have your system connected you can synchronise the displayed Job Cards to the PASSsyetem, click the 'Sync to EveryLIFE PASSsystem'.
The search results
From the results page you can access the plan, Service User's Record or Worker's record by clicking on the link. If there is notes then the notes card will be red, click the icon to view. To update or change the Job Card click the 'Update Details' button.
The Job Card
At the top of the Job Card you will find the navigation tabs, by default the Job Card will open on the Job Card Details tab.
You can also access the plan that this Job Card was created from by clicking on the plan number.
Job Card Details Tab
This tab is used to update or make changes to the job, like re-arranging or completing.
- Client Name - Displays the Service Users name and telephone number, click the name to got to the record.
- Roster Worker - Displays the current worker assigned to the job, select the list to change this user.
- Project - Displays the project this Job Card is in.
- Service - Displays the service on the job card, select to change.
- Tasks - Below the service you will be displayed any tasks assigned as well the new task icon
- Job card date -
- Planned/proposed start time -
- Planned/proposed duration -
- Job card: completed, incomplete or cancelled? -
- Updated by system -
- Work done -
- Additional notes -
- Rate selection -
- Travel time -
- Travel mileage -
- Roster Worker Expenses -
- Rechargeable expenses (to be invoiced to client) -
- Rechargeable expenses description -
