Jim2® Business Engine Help File

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Navigation: Getting Started with Jim2 > Strict Workflow

Workflow Example

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, all lists must be pinned.

The following is an example of a job list setup.

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.
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.
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 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.
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.
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.
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.
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.
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.
Ready	Finish	N/A	Admin	Ready	N/A	Ready list indicates jobs which are ready for invoicing to administration staff.
Overdue	N/A	Self	All Staff	Active	N/A	Overdue list indicates which jobs in your list are overdue and need to be chased up.

Further information:

Strict Workflow

Published Lists