Job Screen

Job Type

Defaulted on the Create Job screen from 'Default Job Type' (Job System Settings).

The Job Type field is only editable for Uncommitted Jobs.

Updating the Job Type may cause the Traffic Management, Hazard Type and related Attributes to change based on the Job Type defaults.

Site

Start typing in the Site field to search by Site Name, Code, Locality, Town, or County.

Feature

Start typing in the Feature field to search by Plot Number, Central Asset ID, Property ID, External Asset ID, Feature ID, Location, Feature Group, or Feature Type.

When a Site has been selected in the Site field, the Feature search will be restricted to Features on that Site.

The Feature field is only editable for Uncommitted Jobs.

Updating the Feature will automatically cause the Price Factor to be updated when appropriate.

Hazard Type

The Hazard Type field is editable for Jobs which are not on an Order.

Updating the Hazard Type will cause the Job Attributes to be updated with those linked to the new Hazard Type.

Priority

Defaulted on the Create Job screen from the default 'Priority' (Job System Settings).

The Priority field is only editable for Uncommitted Jobs.

Updating a Job's Priority will automatically cause the Price Factor, Estimated Completion Date and Target Completion Date values to be updated based on the Priority's Price Factor and Completion configuration.

Changing the Priority may affect the Current Status, in which case the Status History will be updated.

Note: This functionality is only available to users with the necessary User Security.

Price Factor

The Price Factor field is editable for Jobs which are not on an Order.

Estimated Start Date

You may enter an Estimated Start Date from which the Estimated Completion will be calculated in preference to the Entered Date.

Using this field will ensure that the Estimated Completion date accurately reflects the date on which the work was started rather than the date on which the Job was entered into Confirm.

Estimated Completion

Estimated Completion is automatically calculated in three different ways:

The default is for Estimated Completion to be calculated on committal of the Job, based on the committal date and the Follow Up set on the Priority. In this case the Estimated Completion field remains blank until the Job is committed.
If the Job System Settings 'Set Estimated Completion Date When Job Raised' is flagged, then an Estimated Completion is calculated based on the 'Logged date' and the Follow Up set on the Priority when the Job is raised.
If a Start Date is entered for the Job, then regardless of Systems Settings, or Committal date, the Estimated Completion will be based on the Start Date and the Follow Up set on the Priority.

An Estimated Completion may also be directly entered, and will remain unaltered when the Job is committed.

Actual Start Date

Enter the date to record when the Job actually started. This will be automatically set if a Job Status is selected with the 'In Progress' setting ticked.

Target Completion

Defaulted on the Create Job screen from the selected 'Estimated Start Date' and the Follow Up set on the selected 'Priority'.

Actual Completion

Enter the date to record when the Job actually started. This will be automatically set if a Job Status is selected with the 'In Progress' setting ticked.

Traffic Management

Defaulted on the Create Job screen from the selected 'Job Type'.

This field will default from the Job Type 'Default Traffic Management' setting but can be changed for Jobs that are not on an Order.

Estimated Value

Calculated based on the Job Items. The rate used in the calculation will come from the Contract Site BoQ if the Job has a Contract specified and the Site BoQ is populated. The rate will come from the Contract BoQ if the Contract is specified, the Site BoQ is not populated and the Contract BoQ is populated. If no Contract is populated the rate will come from the SOR Item.

Note: This functionality is only available to users with view permissions for the "Show Job Estimated Value (Security)" User Security option.

Workstream

The Workstream field allows Jobs to be placed onto a Workstream, which allows for the grouping of Jobs when scheduling in ConfirmWorkzone.

The Workstream field is only visible when at least one Workstream lookup has been defined.

Attributes

The Attributes section displays any existing Attributes for the current Job, and allows them to be edited or deleted.

Attributes can also be added to the Job using the ‘+’ button on the header of the Attributes panel while the Details panel is in edit mode.

When the Hazard Type is changed, all the Attributes linked to the Hazard Type are added and must be supplied with a valid value before saving the changes.

Note: Any modified Attributes will be retained when the Hazard Type is changed. Attributes associated with the selected Hazard Type cannot be deleted

Job Items

Any Items on the Job will be displayed in the Job Items section. If the Job is Uncommitted, existing Items can be edited or deleted, and new Items can be added either individually or using the SOR Group button. Add SOR Group Button

Start typing in the SOR Group box to search for SOR Groups by name or code.

Only the SOR Groups with at least one SOR Item included in the BoQ of the current Job's Contract and Price Factor can be selected. Any Items that are not on the BoQ will be ignored.

Entering a Length, Width, Depth, or Quantity will apply those values to all applicable Items in the Group when they are added to the Job.

Orders

The Orders section shows information on any Works Order(s) to which the Job belongs.

It is possible to add the Job to an existing Order or create a new one using the 'Add' button at the top of the Orders panel.

After clicking the 'Add' button, fill in the Order No. field to link the Job to an existing Order or leave it blank to create a new one.

Note: The 'Add' button is only available it the Job has valid Items.

For Uncommitted Orders it is also possible to edit the Order Details or remove the Job from the Order.

Parent/Child Jobs

Where the Job is part of a parent/child hierarchy, the related Parent Job, and/or Child Jobs, will be displayed. Clicking on a Parent or Child Job will launch it in a new screen.

Variations

The Variations section shows information on all the Variations linked to the Job.

Variations are shown in the order that they were Committed (latest first), followed by Uncommitted Orders in the order that they were created.

Expand the row to see more details about the Variation, or click on the Variation Number to open the Variation in a new screen.

Payments

The Payments section shows information on all the Payments linked to the Job.

Payments are displayed based on the Commit dates, with latest first, or Payment date if they are Uncommitted.

Various payment details are displayed in an expandable row, or the Payment Number can be clicked to open the Payment in a new screen.