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Jim2® Business Engine Help File

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Add Comments to a Job

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When users change the overall job status, they are prompted to add a comment as to why that change was made. However, comments can be added to a job at any time to help track customer contact, or just to relay general information to other users regarding that job. Each line added or inserted to the Comment grid contains very useful information for managing the workflow – and users should be encouraged to make entries here.

 

job comments grid v4.1

 

1.Open the required job in Edit mode.

view edit job icon

2.Position the cursor in the top comment line, or use F3.

3.Press the Insert key. A new comment line will appear, including the current user's initials and the date.

4.Enter a comment – this is a multi-line text field with word wrap (limited to 8,000 characters). Such comments need not necessarily have a status, but are automatically time/date/initial stamped.

add comments to job

5.Right click on the comment to email the comment.

email comment

6.Tick Inc beside the Comment field to show comments on a job report. You can also order comments based on either Status or by using the tick in Inc to bring those comments to the top of the grid.

Tip

It is not necessary to be in Edit mode to add a comment. Right click in the Comment field and select Add New. This also applies to finished jobs.

7.Click Save or use F9.

 

Tip

Some letters in the field names within the header are underlined, eg. Cust#. Using Alt+ the underlined letter will jump to the field beside that heading.

 

A status can also be applied to the comment, and Jim2 will prompt as to whether or not to change the overall status of the job.

 

A time/date/initial comment line will be added to the Comment grid whenever the status of the job is changed. The Time/Date (time and date the comment was added) and Init (initials of the user editing) are defaulted by Jim2, and form part of the quality record – they cannot be edited.

 

If a user adds or changes a comment status, Jim2 will prompt the user if they would like to change the overall status of the job.

 

change status

 

Info

There are a number of functions available by right clicking within the Comment grid – for more information see the Job Comment grid section.

                 

Spellchecker

Spell checker is usable within key text entry areas such as the Comment grid and Labour Entry screens.

 

Among the autocorrect options is the ability to turn off the auto complete function. This function is automatically set to off initially.

 

spellcheck

Right click options in Comment grid

 

autocorrect options

 

Further information

Job Comment Grid

Use Comments to Track Work in a Job

 

How to

Add a Job

Add Document to Job

Add Freight to Jobs

Add Multiple Jobs

Add Stock by Multi-selection

Add Stock to a Job

Add Stock to Job When Insufficient Stock

Auto create purchase orders from Jobs

Create a Job from a Similar or Previous Job

Create a Job Template for Recurring Jobs

Create Back order

Credit an Overcharged Customer

Handle Part Delivery of Jobs

Job/Order Prepayments/Refunds

Mark a Job as Ready

 

 

Print a Job

Rent Stock to a Customer

Reserve Stock for a Job

Scan Stock into Jobs

Select Serial Numbers on a Job

Stock Availability Allocation Process by List

Stock Availability by Location on the Fly

Take Deposits from Customers

Unlink a Job

Unmark a Job as Ready

Unprint a Job

Unreserve Stock for a Job

Use Comments to Track Work in a Job

Use Stock Lookup and Select

View or Edit a Job