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.
There is also a security setting that stops users from being able to edit other users' comments. This does not stop them from adding a comment and changing the initials within that comment to someone else.
1.Open the required job in Edit mode. 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. 5.Right click on the comment to email the 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.
7.Click Save or use F9.
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.
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.
Right click options in Comment grid
Further information Use Comments to Track Work in a Job
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