Visit Boris website Jobs Menu
A jobs list

A jobs list

Jobs on the device - downloaded from head office or initiated by user on  site

Jobs on the device - downloaded from head office or initiated by user on site

Welcome to the Jobs menu for Boris.

The options under the Jobs menu are used by administrators to set up and view jobs on the Boris system and, along with the Reports Menu, will be important to your everyday work if jobs are initiated by adminstrators rather than by the device users.

All jobs that appear on these lists must have a job definition and further information is available on the Job definition help page. However, a template for a form/report can be attached to any number of Job definitions - the name of the Job definition will appear at the top of the pop-up box for editing (see top right).

All the jobs lists have buttons for adding new jobs - please be aware that these new jobs will appear in the list that is appropriate to their status, rather than in the list from which they were created. In other words, clicking the button from the Completed jobs list and starting a job without a selecting a user will result in the job appearing in the Unallocated jobs list. Similarly, if a user is selected, the job will appear in the Outstanding jobs list until it has been Completed.

Right-click on an item to Delete it or Save as ... which effectively duplicates the job.

Left-click to bring up the job details (see top right) with entry fields based on the Job definition.

The menu contains the following options.

Adding or editing a job

Adding or editing a job

The job definition for this job.

The job definition for this job.

Unallocated jobs

The initial view shows any jobs which do not have either a date or a user or group of users. Jobs in this list will not be sent to any devices until they are allocated a date and a user or group (or both).

Outstanding jobs

The initial view shows any jobs which have been given all mandatory fields together with a date and a user and/or group of users. Jobs in this list will be received by allocated users when they sync their device.

Completed jobs

This list shows jobs that have been completed.

Schedule

The schedule option shows a consolidated calendar view of both unallocated and outstanding jobs.

For more information on this menu item, visit the Schedule help.

Planner

The planner option shows a consolidated calendar view of both unallocated and outstanding jobs. Days are shown from left to right and operatives vertically.

For more information on this menu item, visit the Planner help.
See Also

Setup menu

 

 


Parts copyright 2014 Boris Software Ltd. Parts copyright 2014 Firetronic Software Ltd. Parts copyright 1998-2014 Cadence Computing Ltd. All Rights Reserved.

Menus, prompts, fields and options are from a typical installation - some items may not appear as shown. Please contact Boris support for information on additional features.