Jobs Reference Data

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.

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

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

The following reference data is available:

Use this reference data to define the assignment status.

Assignment Status reference data

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.

Note: These can be defined in Job Status reference data.
Related Resource Status

The related resource status.

Note: These can be defined in Resource Status reference data (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.

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

Custom Email Text reference data

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.

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Use this reference data to define the expense payment type.

Expense Payment Type reference data

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Use this reference data to define the expense type.

Expense Type reference data

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Use this reference data to define the job item status.

Job Item Status reference data

Note: 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.

Note: These can be defined in Active Task Instruction Status reference data (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.

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Use this reference data to define the job status.

Job Status reference data

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

This field Holds this information...
Description The description of the status. This field is mandatory.
Comment Comments about the status.
Is Closed Whether the status is closed.
Is Cancelled Whether the status is cancelled.
Hard Commitment Whether costs assigned to jobs of this status are marked on the budget ledgers as definite costs.
Response Whether the status is classified as responded for Service Level Agreement (SLA) reporting.
Contain Whether the status is classified as contained for Service Level Agreement (SLA) reporting.
Resolve Whether the status is classified as resolved for Service Level Agreement (SLA) reporting.
Maintenance

The mapped maintenance status.

Note: These can be defined in Maintenance Status reference data (accessed by navigating to Service > Service Request).
Portering

The mapped portering status.

Note: These can be defined in Portering Status reference data (accessed by navigating to Service > Service Request).
PPM Active Task

ThePPM Active Task status. Select from the drop-down list.

Note: These can be defined in Active Task Instruction Status reference data (accessed by navigating to Maintenance > Planned Preventative Maintenance > PPM).

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

Job Type reference data

Right-click on an item or in 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

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Use this reference data to define the material category.

Material Category reference data

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Use this reference data to define the status reason.

Status Reason reference data

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.

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