6.03.00 job statuses

Job Statuses help you keep track of the progress of the jobs in your database.  The Job Status master table stores the Job Statuses available in the current database.  Job Status is assigned to a Bid on the Cover Sheet and can be used to indicate the phase or stage of a project.  See Creating a Bid from Scratch - Cover Sheet 1 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 - a blank row appears in the list
• Type in the new name and press the <Enter> key - the new status will appear in the list

Setting a Job Status to Locked

When a Bid is assigned to a locked Job Status it becomes Read Only.  To set a Job Status as locked,

• Open the Job Statuses list (Master > Job Statuses)
• Check the "Lock Bid" checkbox for the Job Status to set as 'locked'

• This is a global database change - ALL existing and new Bids set to this Job Status will be read-only and no edits may be performed, by anyone.

Managing Job Statuses

Click Delete to delete a selected status in the list; Reminder: if a Job Statuses is used in any Bid it 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 the current entire Database.

Condition Types