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Jim2® Business Engine Help File

This area will explain setting up your project categories in Jim2.

 

On the ribbon, go to Tools > Setups > Projects > Actions.

 

Tools Setups

 

Project Actions

 

The above standard actions will already be populated in Jim2 from implementation.

 

The setting up of Actions is to provide a form of categorisation for creating project templates. The Action names are then used to dynamically populate the Create Job button within a given project or job.

 

You can move the Actions up and down in the list using the green up/down arrows on the top right-hand side.

 

green arrows

You can also order Actions independent of the Action name.

 

warning1

You must log off/on after creating Actions.

 

add action

 

Field

Explanation

Action Name

Enter a name for the Action.

Execute From

Choose how you want the Action executed from one of these options:

 

execute from

Allow Execution of

Choose from Both Action & Template, Action Only or Template Only.

After Execution

You can choose to leave in edit mode, add related stock or simply save.

Service Read

Choose from Service Read, Service read if script requires, No service read

Action Type

Choose from Action or Action Group.

Action Groups

When Action Type is Action Group, the Child Action Check field will display, showing the three choices below:

 

action group

Shortcut

Shortcut by default only shows on system actions with an assigned shortcut, which cannot be edited. Adding a new Action will not show this feature.

Watch Note

Choose from Add Billing/Sales/Service Job.

 

Further information:

Enabling Projects

Managed Services Options

Set Up Project Types

Stock Yield Types

Import Items