Workflows
Trackplan has several workflow methods that help with job management: 1. Work Orders / Issues can be created as a job request, which can then be approve...
Wed, 1 Apr, 2020 at 10:33 AM
Work Orders / Issues can be created as a job request, which can then be approved into reactive jobs. These requests can be sent for authorisation, and the r...
Tue, 31 Mar, 2020 at 4:33 PM
When a job request is created, the request details page will display the following options: Approve - Approve the request. Approving the request ...
Wed, 1 Apr, 2020 at 12:02 PM
Completion of a job task by a resource (contractor / engineer) can fully complete job, or the status can be set to "Contractor Confirmed Complete"...
Wed, 1 Apr, 2020 at 10:33 AM
Jobs can be set up for authorisation. This can be done in two ways: 1. When creating a new job, you can choose "Requires Authorisation" in ...
Tue, 31 Mar, 2020 at 4:35 PM
For more complex jobs you can break the job into smaller tasks, and specify the resource and date/time for each. You can do this by going to the Job tasks t...
Tue, 31 Mar, 2020 at 4:36 PM
The Jobs -> Job Quotes / Estimates area shows a grid containing information on quotes and estimates that have been created for jobs and job tasks. You ca...
Tue, 31 Mar, 2020 at 4:43 PM