Job Steps

Jobs are used to record detailed information against Assets for analysis, costing and reporting purposes. 

Where use has been made of the option to build job steps, displays of job number may include a suffix consisting of a '/' and a one or two digit number that identifies a 'child' activity within the master job.

Sub-activities or job steps will be identified with the same job number as their 'Master' job with the addition of a one or two-digit step number, which in most displays, will be seen as a suffix to the job number comprising a '/' followed by the step number.

If the job is a project master job and there are actual costs within its job steps, these costs will roll up to the master job. The master job will have the total costs of the master and all children/sub jobs (steps). Each job step can be reviewed individually for their actual costs.

1. Navigate to your to Asset where you want to build a Job

2. Hover the mouse over your Asset, click the right mouse button to display a pop up box, slide the mouse down to New (circled in red), then slide across to Job (also circled in red) and click the left mouse button to select

This action will open the Jobs form safs400 as per the image on the next page

3. Enter a Job Title as required (circled in red)

If the asset has standard activities attached, you can select the ‘Job Title’ down arrow browse and select <Ad-hoc Job> option or select an existing standard activity to build your job.

4. Set the correct Activity Type/Cause

5. Set the correct Job Priority

6. Set the correct Estimated Start/End Dates

7. Set the correct Estimated Hours

8. Click the Save button to record your information

The ‘Save’ will allocate your next job number according to your nominated Job Series

 9. Click the Steps button (circled in red) to assign the next sequential job step and remove the Job Title

10. Enter a valid Job Title

11. Set the correct Activity Type/Cause

12. Set the correct Job Priority

13. Set the correct Estimated Start/End Dates

14. Set the correct Estimated Hours

15. Click the Save button    to record your information

The ‘Save’ will allocate your next job number according to your nominated Job Series

16. Click the New button (circled in red) to refresh the form

17. Re-enter your Job Number then press the tab/enter key to refresh your job information

18. CLOSE the Job form by selecting the Windows close option

This will return you to the Workbench