Job List (Customer)


This article pertains to the Customer Jobs list, accessed by clicking the Jobs tab at the top of a Customer screen, or via a Job link (e.g. by clicking on a specific Job item on a screen elsewhere in CommTrak). For information pertaining to the Active Jobs screen (a list of all active Jobs for all customers), see Support Centre article Active Jobs List.

This screen provides access to all Jobs (active and previous) for the selected Customer. From this screen, the user can:

  • View lists of the Customer's Active, Closed and Cancelled Jobs
  • Create a new Job
  • Select a Job to view / modify the detail

The Customer Jobs screen contains a Job list that is displayed when the screen is accessed via the Jobs tab at the top of a Customer's screen. When the Job list is accessed directly from a Job link (e.g. by clicking on a specific Job item elsewhere in CommTrak), the Job-list section is displayed in its collapsed form, and the selected Job's details are presented.

Viewed from Customer Jobs Tab

When the Customer Jobs Screen is accessed via the Jobs tab at the top of a Customer's screen, the topmost section (containing the New Job and Jobs list sections), is displayed in its expanded form, as shown in the following image:

  1. Collapsed Jobs list section
  2. New Job section
  3. Job list section - Closed and Cancelled Job lists (not shown in the previous image) are displayed below the Active Jobs list
Viewed from a Job link

When viewed via a Job link (e.g. by clicking a Job on the Active Jobs List, or in the Jobs Summary Panel), the selected Job is the main focus of this screen, so the top-most section is displayed in its collapsed form. The direction of the arrow icon (top-rightmost) in the following image indicates that the top section is currently collapsed, therefore the New Job and Jobs list sections are hidden. This enables the details of the selected Job to be viewed and modified:

Customer Job Screen Sections

The sections available in the Customer Jobs screen are:

New Job

When the New Job button is pressed, the Job list sections collapse and the New Job section is displayed:

If required, the Job list section can be expanded whilst adding a new Job (note the expand / collapse icon top-rightmost in the previous image).

The New Job section contains the key fields required to create a new Job.

Complete the fields, as required, and press to create the Job, or to exit the creation of the new Job.

When a new Job is added, the details are saved, and the following Job features become available:

  • Modify the Job
  • Add a Job Note
  • Print the Job

For more detailed information about these features, please refer to the Support Centre article Job Details.

Active Jobs

This section lists all Active Jobs. An active Job is any Job that does not have a status of Closed or Cancelled.

The columns displayed in the Job lists can be sorted (by clicking the white up/down arrow icons in the title row) and can also be customised to be Always Visible, Hidden or displayed only in the Expandable Area. To customise the columns, click the red Select columns to display icon (top-left of the list). See Support Centre article Column Sorting & Customisation for more information.

Column customisations applied to the Active Jobs list also apply to the Closed Jobs and Cancelled Jobs list.

Closed Jobs

This section lists all Closed Jobs. A closed Job is any Job that has its status set to Closed.

Cancelled Jobs

This section lists all Cancelled Jobs. A cancelled Job is any Job that has its status set to Cancelled.

Modify Job Details / View or Add Notes

When a Job's details are displayed (e.g. by selecting the Job from one of the Job lists, or when selected elsewhere in CommTrak), the Modify Job Details section (which includes Job notes) is displayed.

For information about editing Job details and viewing / adding Job notes, please refer to Support Centre article Job Details.