Jobs Manager App
Getting Started
PowerLink Options

Application Settings

Virtual Employees

Email Notifications

Navigation
Home View
Sorting your Job List by Date, Due Date or Status

Refresh your Jobs List

Add a new Job

View and Edit Job

More Options Button

Add Job to Favourites

View and Edit Notes

View Appointments

Enter Time - Add, Edit and View Job Timesheets

Edit and View Custom Fields

Search View
Job Search

Job Filters

Favourites View
More View
Application Settings

Help

Getting Started
The Jobs Manager app is for anyone who needs to manage jobs which have been assigned in PowerLink.

Features include:

· All the features of the My Jobs app plus…

· Filter jobs by employee or display all jobs for all employees

· Search for any job

PowerLink Options
To be able to use all the features of this app you need to have a sales rep and employee code allocated to your Attaché User Name in the PowerLink Dashboard Options.

The app will use the settings in the PowerLink Job Costing Options where applicable.

Application Settings
Other app specific settings are available under the More – Application Settings menu.

Virtual Employees
Virtual employees can be used to help manage your jobs and projects. When a job reaches a stage where it cannot be assigned to a specific person you can assign it to a virtual employee in PowerLink Maintain Employee program (Masterfiles – Payroll).

A real person can be assigned to this role. You can simply change the email address to assign a new person to this role.

Email Notifications
When a job is assigned to another person, that person can be notified via email. This option can be enabled via the PowerLink Job Costing options.

Only users with a valid email address will be notified. You can check email addresses via the PowerLink Maintain Employee program (Masterfiles – Payroll).

Navigation
The navigation and paging for most apps is the same.

Use the toolbar or tabs at the bottom of the screen to switch between views (or screens) within the app.

Home

Selecting Home will take you to the start screen for the app.

Search

The Search screen allows you to find a job by searching using its description or using predefined search filters.

Favourites

Get quick access to your “bookmarked” jobs.

More

You can access more features from this screen.

Apps

Exit the app and takes you back to the main apps menu so you can access other apps.

Paging

By default, only the numbers of items required to fill a screen are shown (plus a few more). This is to conserve data usage on mobile devices and to optimise performance.

Swipe up to load more items.

Back Button

Most if not all screens will have a back button. The Back button is located in the top left and will take you back to the previous screen.

Refresh Button

Many screens will have a refresh button. If information displayed on the screen has changed you can use this button to refresh it.

Home View

When you first start the app you should see all active jobs for all users in a list.

Note: To conserve data usage, the number of items listed is restricted to a couple of pages. Swipe up to load more items.

Use the toolbar at the bottom of the screen to switch between views (or screens) within the app.

Home. Takes you back to the main screen of the app. This is the screen you see when you start the app.

Search. The Search screen allows you to find a job by searching using its description or using predefined search filters.

Favourites. Get quick access to your “bookmarked” jobs.

More. You can access more features from this screen.

Apps. Exit the app and takes you back to the main apps menu so you can access other apps.

These features are described in more detail below.

Some features described here are similar to the My Jobs app. The main difference between the apps is that the Jobs Manager allows you to see jobs for all employees whereas the My Jobs app tends to limit access to your own individually assigned jobs. It is recommended that you read the documentation for My Jobs app first as it is more detailed.

Sorting your Job List by Date, Due Date or Status

You can view active jobs sorted by Date, Due Date and Status by pressing the “Date”, “Due” or “Status” button in the top left of the title bar.

This is a toggle button so keep pressing the button to move to the next option.

The currently displayed button indicates the current sort order.

Refresh your Jobs List

If jobs have been added or reassigned, you can update your list by pressing the “Refresh List” button.

Add a new Job

You can add a new job and assign it to yourself or another person by pressing the “Add New Job” button.

View and Edit Job

You can view details of an existing job by selecting it from the jobs list. Once selected, you can edit the job by pressing the “Edit Job” button.

More Options Button

You can access additional options on many screens using the “More Options” button.

When you press the “More Options” button the app will reveal a pop-up menu of additional options. These options are described in more detail in later sections.

To hide the “More Options” popup menu press “Cancel”.

Add Job to Favourites

If you need to access a long standing job frequently, you can add it to your favourites using the “Add to Favourites” button.

After adding a job to your favourites, you can access them from the Favourites screen.

View and Edit Notes

You can access notes for a job in two ways. You can press the “More Options” button and select the “Notes” option.

You can also scroll to the bottom of the job details screen to view the most recently added notes.

View Appointments

You can access appointments for a job by pressing the “More Options” button and then selecting the “Appointments” option from the pop-up menu.

Enter Time - Add, Edit and View Job Timesheets

You can access timesheets for a job by pressing the “More Options” button and then selecting the “Enter Time” option from the pop-up menu. You can add a new timesheet entry by pressing the “Add New Timesheet” button.

Edit and View Custom Fields

PowerLink Job Costing allows you to create your own custom fields. You can access these fields while viewing job details in the jobs app.

Search View
Job Search
There are a number of ways to find a job using the built-in search and predefined filters.

Search for Job using Code or Description

You can search for a job by navigating to the Search screen. You can search for a job using part of the job code, customer code or description and press RETURN to retrieve a list of matching jobs.

Job Filters
There are a number of ways to find a job using the built-in search and predefined filters.

Recently Viewed on this Device Jobs Filter

It is often useful to view a job that you recently viewed on your device. You can do this by selecting the predefined search “Recently Viewed Jobs on this Device”.

Recently Added Notes Jobs Filter

If you want to view jobs which have had notes recently added, then you can select the predefined search “Recent Notes for My Jobs”.

Job Status Filter

If you want to view jobs based on whether their status is Active, Started or Not Started you can use one of the supplied filtered lists in the Search screen.

Recently Added Jobs Filter

If you want to view recently added jobs you can view them from the “Recently Added Jobs” filter on Search screen.

Recently Completed Jobs Filter

If you want to view recently completed jobs you can view them from the “Recently Completed Jobs” filter on Search screen.

Favourites View

If you need to access a long standing job frequently, you can add it to your favourites using the “Add to Favourites” button.

After adding a job to your favourites, you can access them from the Favourites screen.

To remove an item, tap it and hold until a confirmation message appears. Press YES to remove the item.

More View
Application Settings
You can change application settings by navigating to the “More Programs” screen and selecting “Application Options”.

Default Number of Records. This is the maximum number of records retrieved and displayed on the device. You can reduce this value to reduce data and speed up the app.

Help
Select this option to access the latest version of the on-line user guide. The on-line help will open in a new tab on your browser.