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Date/Time Due at a Status Level

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This feature is great for real-time workflow, as it allows the setting of status date/time due at any level.

 

As an example, when a job is changed to the status of Call, remind me in XX minutes if this hasn't been actioned. Alternatively, let me know when a job has been on a status of Parts for more than 24 hours.

 

The status Due Date and Due Time fields are available in all job lists, including live lists, and the background of the row will automatically change to a pale orange colour to indicate these jobs are outside the status, allowing for easy follow up and actioning.

 

For instance, a service job on a status of Call will escalate in five minutes, ie. after five minutes it is expected that staff make the call, and change the status to the next in the workflow (eg. Checked or Info).

 

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Activate these two extra columns in the job list by ticking Show Status Due in Tools > Options > Job, as shown below.

 

statusdue

 

Further information

Workflow

Strict Workflow

Status