Manage Jobs

Use K2 to:

To add or edit a job:

  1. Do one of the following:

    The Job Editor is displayed.

    Job Editor

  2. Edit the details, if required.

The fields on the Job Editor are described in the following table.

Section This field Holds this information...
Editor Number

A unique job number.

Note: This can either be entered or populated automatically, depending on the Job Auto Unique Number setting in System Options (accessed by navigating to Tools > System Options and then clicking the System Options button).
External Reference A reference from another system, if required.
Job Status

The job status. This can be populated from the K2 Mobile app.

Note: These can be defined in Job Status reference data (accessed by navigating to Maintenance > Job).
Trade

The job's trade.

Note: These can be defined in Trade reference data (accessed by navigating to Functions > Core > Reference Data > Core).
Description A description of the job.
Work Carried Out A description of the work carried out. This can be populated from the K2 Mobile app.
Feedback Operative feedback on the job. This can be populated from the K2 Mobile app.
Start Date The start date of the job. This is populated automatically but can be edited.
End Time The end date of the job.
Estimate Material The estimated material cost.
Labour The estimated labour cost.
Plant The estimated plant cost.
Total The estimated material cost. This is calculated based on the Material, Labour and Plant fields.
Contract/SLA Contract The related contract. This is populated automatically if the PPM Task is linked to a maintenance contract. This may be mandatory depending on the Maintenance Contract Mandatory setting in System Options (accessed by navigating to Tools > System Options and then clicking the System Options button).
Contractor The contractor taking out the job. This is populated automatically if the PPM Task is linked to a maintenance contract.
  1. Add any job items or cost codes, as required.
  2. Click Save.

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To add or edit a job item:

  1. Search for and open the relevant job.

    The Job Editor is displayed.

  2. Click the Add Item button in the Job Items section.

    Add Item button

    Alternatively, double-click an existing job record.

    The Edit Job Item window is displayed.

    Edit Job Item window

  3. Enter or edit the relevant details on the Job Item tab.

The fields on the Job Item tab are described in the following table.

This field Holds this information...
Job Item Status

The status of the job item. This is to identify whether a specific PPM Instruction has been completed.

Note: These can be defined in Job Item Status reference data (accessed by navigating to Maintenance > Job).
Rate

The rate item, if the cost of the Job Item is being generated from a Schedule of Rates (SoR).

Note: These can be defined in Rate Types reference data (accessed by navigating to Functions > Schedule of Rates > SOR).
Description A description of the rate. This is populated automatically but can be overridden.
Quantity

The quantity of the job item.

Note: These can be defined in Measurement Unit Types reference data (accessed by navigating to Functions > Core > Reference Data > Core).
Unit Price The price per unit of the job item.
Total The total cost. This is calculated automatically and cannot be amended.
  1. Click OK.

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If the job was generated from a PPM Active Task, the cost code is assigned to the job automatically based on the PPM Active Task.

To manually add or edit cost codes:

  1. Search for and open the relevant job.

    The Job Editor is displayed.

  2. Click the Add Cost Code button in the Cost Codes section.

    Add Cost Code button

    Alternatively, double-click an existing cost code record.

    The Cost Code Editor window is displayed.

    Cost Code Editor

  3. Enter or edit the relevant details.

The fields on the Cost Code Editor are described in the following table.

This field Holds this information...
Is Revenue Whether the cost code is revenue.
Is Capital Whether the cost code is capital.
Account Code

The account code. Select from the drop-down list.

Note: These can be defined in Chart of Accounts reference data (accessed by navigating to Finance > Finance).
Cost Code

The cost code. Click the Edit button to display the Part 1 and Part 2 fields, where you can enter the parts of the cost code.

Cost Code section

Cost Centre

The cost centre. Select from the drop-down list.

Note: These can be defined in Cost Centre reference data (accessed by navigating to Functions > Core > Reference Data > Core).
Total Cost The total cost.

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To request stock for a job:

  1. Search for and open the relevant job.

  2. Click the Request Stock option in the Tasks panel.

    Request Stock option

    The Request Stock window is displayed.

    Request Stock window

  3. Enter the relevant details.

The fields on the Request Stock window are described in the following table.

Section This field Holds this information...
Stock Code Select The required stock. Click the Select button and select the relevant item.
Description A description of the item. This is populated automatically.
Code Cost The cost of an individual item. This is populated automatically.
Permanent Issue Whether the item is to be permanently issued.
Expected Return Date The date that the item is expected to be returned. This is only enabled if the Permanent Issue check box is deselected.
Availability Store The store that contains the item.
Bin The store bin that contains the item.
Quantity In Bin The number of items in the store bin.
Detail Quantity The number of items required.
Total Price The total price of the items.

  1. Click OK.

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To send an email of the job report to an agency:

  1. Search for and open the relevant job.

  2. Click the Email Job Report to Agency option in the Tasks panel.

    Email Job Report to Agency

    The Select Agency to Email window is displayed.

    Select Agency to Email window

  3. Select the relevant record and then click OK.

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To manage material costs:

  1. Search for and open the relevant job.

  2. Click the New Material Cost option in the Tasks panel.

    New Material Cost option

    Alternatively, click the Material Cost(s) option in the Associated Items panel and then double-click an existing record to open it.

    Material Cost(s) option

    The Edit Material Cost window is displayed.

    Edit Material Cost window

  3. Enter or edit the relevant details.

The fields on the Edit Material Cost window are described in the following table.

This field Holds this information...
Comment Any comments to record what was purchased.
Purchased By The person that purchased the material.
Category

The category of material.

Note: These can be defined in Material Category reference data (accessed by navigating to Maintenance > Job).
Supplier The supplier. The drop-down list is populated with agencies with the Is Supplier check box selected.
Transaction Date The date of the transaction.
Material Cost The cost of the material.

  1. Click OK.

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Refer to Jobs Reference Data and Core Reference Data for further information.

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Refer to Manage Notes for further information.

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Refer to Use Attribute Manager for further information.

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