Jobs Reference Data | K2 Online Help

The Jobs reference data window can be accessed by navigating to Maintenance > Job, or by clicking Manage Job Reference Data in the Tasks panel of a Job record.

You must have a role with the JobReferenceData permission to access this window.

Refer to Managing Reference Data for further information on using reference data screens.

The following reference data is available:

Assignment Status

Use this reference data to define the assignment status.

The fields on the Assignment Status reference data are described in the following table:

This field…	Holds this information...
Description	A description of the status. This field is mandatory.
System Code	The unique system code. This field is mandatory.
Related Job Status	The related job status. These can be defined in Job Status
Related Resource Status	The related resource status. These can be defined in Resource Status (accessed by navigating to Functions > Core > Reference Data > Core).
Type	The type of assignment status.
Previous Step	The previous status of the assignment (for example: the status preceding 'Arrived' is 'En Route').
Update Timesheets	Whether to update timesheets associated with Service Level Agreements (SLA).
Milestones	Whether this assignment is considered a milestone. Note: You can use milestones to record key events.
Create Time Recording	Whether to add a timesheet record.

Custom Email Text

Use this reference data to define the format of an automatically generated email for jobs.

The fields on the Custom Email Text reference data are described in the following table:

This field…	Holds this information...
Subject	The standard subject text for the email (for example: Property help call confirmation).
Attachment	The file path of an attachment.
Text box	The body text for the email.
Fields	The list of data record fields. Fields can be dragged into the text box to populate the body text.
Standard Text	The standard email disclaimer text defined in the system settings. Fields can be dragged into the text box to populate the body text.

Expense Payment Type

Use this reference data to define the expense payment type.

Expense Type

Use this reference data to define the expense type.

Job Item Status

Use this reference data to define the job item status.

Only one type of each status (that is: Is Default, Is Not Applicable, Is Completed and Is Transferred) can be selected.

The fields on the Job Item Status reference data are described in the following table:

This field…	Holds this information...
Description	The description of the status. This field is mandatory.
PPM Active Task Instruction Status	The PPM Active Task instruction status. Select from the drop-down list. These can be defined in Active Task Instruction Status (accessed by navigating to Maintenance > Planned Preventative Maintenance > PPM).
Is Default	Whether the status is default.
Is Not Applicable	Whether the status is not applicable.
Is Completed	Whether the status is a completed status.
Is Transferred	Whether the status is transferred.

Job Status

Use this reference data to define the job status.

Job Type

Use this reference data to define job types (for example: building repairs, heating repairs, and so on).

Right-click on an item or in a blank space to display a menu, which allows you to select from the following:

New - creates a new group or item
Modify - updates the selected group or item
Delete - deletes the selected group or item
Refresh - refreshes the Job Type list

Material Category

Use this reference data to define the material category.

Status Reason

Use this reference data to define the status reason.

The fields on the Job Status Reason reference data are described in the following table:

This field…	Holds this information...
Reason	The reason for the job status. This field is mandatory.
Resultant Action Description	The action resulting from the job. Select from the drop-down list
Is Rejected	Whether the status is classified as rejected.
Is Partially Complete	Whether the status is classified as partially complete.
Is Paused	Whether the status is classified as paused.