Jobs Menu

A jobs list

Jobs on the device - downloaded from head office or initiated by user on site

Welcome to the Jobs menu for magic5.

The options under the Jobs menu are used by administrators to set up and view jobs on the magic5 system and, along with the Reports Menu, will be important to your everyday work if jobs are initiated by adminstrators rather than by the device users.

All jobs that appear on these lists must have a job definition and further information is available on the Job definition help page. However, a template for a form/report can be attached to any number of Job definitions - the name of the Job definition will appear at the top of the pop-up box for editing (see top right).

All the jobs lists have buttons for adding new jobs - please be aware that these new jobs will appear in the list that is appropriate to their status, rather than in the list from which they were created. In other words, clicking the button from the Completed jobs list and starting a job without a selecting a user will result in the job appearing in the Unallocated jobs list. Similarly, if a user is selected, the job will appear in the Outstanding jobs list until it has been Completed.

Right-click on an item to Delete it or Save as ... which effectively duplicates the job.

Left-click to bring up the job details (see top right) with entry fields based on the Job definition.

The menu contains the following options.

Adding or editing a job

The job definition for this job.

Unallocated jobs	The initial view shows any jobs which do not have either a date or a user or group of users. Jobs in this list will not be sent to any devices until they are allocated a date and a user or group (or both).
Outstanding jobs	The initial view shows any jobs which have been given all mandatory fields together with a date and a user and/or group of users. Jobs in this list will be received by allocated users when they sync their device.
Completed jobs	This list shows jobs that have been completed.
Schedule	The schedule option shows a consolidated calendar view of both unallocated and outstanding jobs. For more information on this menu item, visit the Schedule help.
Planner	The planner option shows a consolidated calendar view of both unallocated and outstanding jobs. Days are shown from left to right and operatives vertically. For more information on this menu item, visit the Planner help.
Buttons	At the bottom of the jobs list are a number of buttons. Some of these open the screen for setting up a new job and will be familiar as the text reads 'Add [name of job definition]'. Others are as follows.
Import jobs from spreadsheet	This imports job data from a spreadsheet and requires answers to the following: Spreadsheet - follow the link to upload the required spreadsheet Spreadsheet format - select the appropriate format already set up as a list entry Job type - select the appropriate job definition from the drop-down list Template - select a template from the drop-down list. This will usually be the same as the template in the job definition, but a different one can be chosen Customer - select the name of the customer who supplied the spreadsheet from the drop-down list. Location - select the location that the spreadsheet refers to Job duration (mins) - this is the estimated length of time the job will take for scheduling purposes For full details see How to Import a job sheet
Add ...	Click one of these buttons to initiate a job. The buttons refer to job definitions - see job definitions help page to see how to set one up.
Change customer	Select which job needs the customer to be changed using the tick box next to it. Click this button to select a different customer and location.
Change location	Select which job needs the location to be changed using the tick box next to it. Click this button to select a different location from the list attached to this customer.
Close	Select which jobs need to be closed using the tick box next to it and click this button to mark it as closed.
Delete	Select which jobs need to be deleted using the tick box next to it and click this button. A confirmation box will appear after which the job will be permanently deleted.
Export list	This option sends the list of jobs to an Excel spreadsheet. For further information on bespoke formatting please contact magic5 support.
Export data	This option sends data from the selected jobs to an Excel spreadsheet. For further information on bespoke formatting please contact magic5 support.
Custom export	This option sends all selected jobs to a bespoke spreadsheet. See How to Export Job in a List for how to set this up.
Re-allocate	Select which job needs re-allocating using the tick box next to it. Click this button to select a different user from the list.

Users

User roles explained

Unallocated jobs

Outstanding jobs

Completed jobs

Schedule

Planner

Buttons

Users