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Jim2® Business Engine User Manual

Jim2 is very workflow and status driven. We recommend using key lists and workflow statuses to organise your staff. These can be built upon to efficiently manage all areas of your business. In order to save these recommended lists in Jim2, all lists must be pinned.

 

The following is an example of a job list setup.

 

Lists in Nav Tree

 

List Name

Status

Assigned

Roles

Job State

Priority

Purpose

Unread

N/A

Self

All Staff

All

N/A

An Unread list ensures any new email that arrives, which is automatically attached to an invoiced job, is brought to the attention of the appropriate user.

 

Job List Unread

New Jobs

Booked

Self

Varies

Active

N/A

The purpose of the New Jobs list is to allocate new jobs to the relevant available staff. Other staff would not require access to this list. In this instance, the list counter helps to flag to staff when a new job arrives. This would also have Name assigned as Logged User.

 

Job List New Job

My HOT Jobs

N/A

Self

All Staff

Active

HOT

Adding a priority of HOT helps staff to differentiate particular jobs from all other jobs being worked on and indicates they must be prioritised. An alternative label might be URGENT.

 

My Hot Jobs

My Jobs

N/A

Self

All Staff

Active

N/A

The My Jobs list presents a full list of all jobs allocated to a specific user.

 

Job List My Jobs

Call

Call

Self

All Staff

Active

N/A

Placing a job on Call status and keeping a list of these jobs suggests you are waiting on a client to respond or when you are required to call the client.

 

Job List Call

Wait

Wait

Self

All Staff

Active

N/A

Wait list status flags when a client has advised they will get back to you and there is no immediate action to be taken by your staff.

 

Job List Wait

Problem

Problem

N/A

Varies

Active, Finished

N/A

Problem list indicates jobs that need attention prior to being invoiced. Jobs in this list would also include associated comments detailing what the problem is.

 

Job List Problem

Help

Help

N/A

All Staff

Active

N/A

Help lists are useful to flag jobs where technicians and sales staff require help on a job. These jobs generally require some process change and further discussion internally.

 

Job List Help

Parts

Parts

N/A

Purchaser

N/A

N/A

Parts list allows technicians and purchasing staff to flag when a job requires stock. A technician will assign a job to Parts to highlight the requirement that purchasing staff need to place an order.

 

Job List Parts

Ready

FINISH

N/A

Admin

Ready

N/A

Ready list indicates jobs which are ready for invoicing to administration staff.

 

Job List Ready Jobs

 

See also:

Strict Workflow

Published Lists