Job Statuses
The Job Status master table stores all of the Job Statuses available in the current database. Job Status is applied to a Bid from this list in the Cover Sheet - the Job Status for each bid is listed on the Bids tab which can actually be grouped by Job Status.
 |
Additional Information: See Bids tab for more information. |
Creating a New Job Status
To create a custom Job Status:
-
Click Master > Job Statuses (or click the Lookup icon
next to the Job Status field on the Cover Sheet) -
Click the New button (or press the <Insert> key on the keyboard) - a blank row will appear in the list
-
Type in the new name and press the <Enter> key - the new status will appear in the list
Setting a Status to Locked
If you wish to lock your Bid when you assign a specific Job Status, check the corresponding row in the Lock Bid column to the Job Status you wish to lock. All Bids with this Job Status will become read-only.
 |
WARNING: This is a global database change. Any existing and new bids set to this status will be read-only. Locking means that the bid will be READ ONLY and no edits may be performed. |
Managing Job Statuses
-
Click
to delete a selected status in the list -
Job Statuses in use may not be deleted
-
Click Move Up or Move Down to move a Job Status' position in the list
-
Click Print to print the list of all Job Statuses and their Lock Bid status for your entire Database
