As a job progresses, you can change the job's job status to trigger related notifications uses notifications as a way of informing selected people when certain job-related events occur. When one of these events occurs, team members, staff assigned to the job or the job manager can be notified by email. .
Changing the job status
For any job:
- In the Jobs menu, select Jobs.
- On the Job Manager screen (All Jobs tab), find the job that you want to update.
- Select the required status from the job's Status drop-down list under the Status column. The job's job status is updated, and any corresponding notifications are sent out.
For the job you currently have open:
- In the Job Detail screen under Job Information accordion, select the required job status from the drop-down list in the Status field.
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Security access to Status drop-down list
Access to the Status drop-down list is controlled by the Job Quick Edit security access privilege. If a user has been given Full Access to this privilege, they can change a job's status, even if they have no other access privileges. This level of access control is useful where very limited privileges are required, such as in the case of a junior staff member.
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Security access to Status drop-down list
- Save your changes. The job's job status is updated, and any related notifications will be triggered.