Actions can create completely new jobs, or update existing jobs. They can be used for recurring scheduled job creation, email job creation rules, and via dynamic menus within a contract list, contract, or contract-linked job. Once configured, the contract job creation menus are dynamically created in the footer of the project.
Actions – Contract templates are associated to Actions.
Action Groups – Actions can be grouped together within Action groups, and their use is optional.
Once templates are associated to Actions, and the Actions are associated to a Contract Type, they are ready for use by any contract configured with that Contract Type.
Default actions included in Jim2 are:
▪Billing
▪Onsite
▪Workshop
▪Consumable.
On the ribbon, go to Tools > Setups > Contracts > Actions
Click Add to display the action setup options.
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Action Name: Enter the name for this Action.
Action Type: Action or Action Group. In this case, it is Action.
System: Ticked if this is a System action – this is set by Jim2 and cannot be edited.
Allow Execution of: How the associated templates can be run. ▪Both Action & Template: Allows the user to select the action to run all the underlying templated jobs, or to select a single template. ▪Action Only: User can only run all the templates associated to the action. They cannot be individually selected. ▪Template Only: User cannot run all templates at once, and is forced to select an individual template.
After Execution: Post Job creation options: ▪Leave in edit mode: The job is created and left in Edit mode. ▪Add related stock: Displays the related Stock Select screen. ▪Save: The job is created and saved.
Action Groups: Display and Run Action from within an Action Group (optional). Selectable only if Action Type is Action Group.
Watch Note: The Watchout note option specifies which contract watchout when option to use for the action.
This will fire the watchout based on the selection here.
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Changing the Action Type to Action Group will refresh the screen to show the appropriate setups for an Action Group:
Allow Execution of: How the associated templates can be run. ▪Both Action & Child Action: Allows the user to select the action group to run all the underlying actions and templates, or to select them individually. ▪Action Only: User must select an action. They cannot select at action group level. ▪Child Action Only: User is forced to select an individual action with its associated templates.
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Log off and back on after creating Actions. |
Further information