New Features > Customizing Jobs
Customizing Jobs
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You can easily customize your jobs by using custom lists and fields.
Creating custom lists gives you additional filters to sort reports.You can use custom fields to add specific information for each job. For example, if you label a custom field Specific Instructions you can add instructions for that job to tell your employees working on the job that they can only use the side entrance of the building to enter and exit. Another example can be for Access Codes. Enter the specific access code to set the alarm when leaving the job. These are only a few examples. Although custom fields cannot be used as report filters they can be used for many other details pertaining to the job.
To name a job custom lists and field names
1
Go to the Lists menu and select Custom Lists & Field Names then select Jobs from the drop down menu. The Custom Lists and Field Names window appears.
2
The Job tab is selected, enter the names for each of the custom lists and fields you want to use.
3
Click OK to close the window. The names for the lists you have entered will now appear in the Job Details tab of the New or Edit Jobwindow.
To create a custom list entry
1
Go to the Lists menu and select Custom Lists then select Jobs. The Custom Lists window appears.
2
Select the Custom List for which you want to create and entry.
3
Click New. The Edit Custom List window appears.
4
Enter the custom list entry’s name and then click OK. The entry appears in the Custom Lists window.
To assign a custom list and enter custom fields to a job
1
Go to the Lists menu and select Jobs. The Jobs List window appears.
2
Select the job you want to customize and click Edit. The New or Edit Job window appears.
3
Select from the list entry’s applicable to this job.
4
Enter specific information relating to the field.
note : Custom Lists and Fields
A custom list can be used to filter a report, however a field can only be referenced and cannot be used to filter a report.
 
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