Status

Jim2 is a real-time, status-driven system. The performance of an action and who is responsible for that within the workflow is indicated by a Status.

Specific statuses can be used to track where things are up to, and what to do next in terms of the overall progress of Assets, Contracts etc.

The changes to a status within any of the above should follow known work practices, so decisions to stop and/or continue work are tracked. By using statuses, easily monitor, measure and chart the progress of the workflow, and identify bottlenecks. As users change a status, a time/date/initial stamp is automatically added to the record. Jim2 can use these real-time records to calculate and report statistically on issues of productivity, supply and work practices.

Following is a brief explanation of each status within the Contract tab.

Status	Explanation	Can Deactivate	Can Rename	Can Delete
Booked	The default status applied to a new object.	No	No	No
Cancel	Used internally to cancel an object.	No	No	No
Finish	The final status of successfully completed objects.	No	No	No
TEMPLATE	This can be used as a template when setting up contracts to speed up the process	Yes	Yes	Yes

The Status grid has 14 columns which are explained below (ticked boxes).

Column	Explanation
In Object	This status is available within the Jim2 object, ie. based on which tab in the header, ie. Sales Job.
In List	This status is available to use within the Jim2 object list.
Active	This status is active.
Status	The name of the status.
Responsibility	The person(s) responsible for the status – used for quality and training purposes.
Comments	A description of the status and its use within the workflow.
Due Days	Sets the maximum number of days that the job can remain on this status before becoming overdue.
Due Hours	Sets the maximum number of hours that the job can remain on this status before becoming overdue.
Due Mins	Sets the maximum number of minutes that the job can remain on this status before becoming overdue.
Sec. Level	The security level required to access this status.
Exclude from committed	Prevents stock from being committed when a job is at this status level, ie. select this option for each status below the level of OK, to prevent stock from being committed until the go ahead has been given.
Exclude from Benchmark	Exclude this status from performance benchmarking, ie. if used on the Wait status of a service job, the performance benchmark will not be affected should a customer fail to respond to a quotation in a timely manner.
Publish Status	Set how this status is displayed when published to the web, ie. an internal job status of Problem could be displayed as In Progress when this job is viewed online.
Highlight in List	Show status in list.