How to Use the Job Item Detail Panel

Opening the Detail Panel

1. Navigate to Job Tracking from the left sidebar.
   
   

2. Click on any job item row in the table.
   
   

3. The detail panel opens on the right side of the screen.

How to Link Job Items Across Layers

When Job Linking is enabled (in Settings > Job Tracking), you can create parent-child relationships between job items in different layers.

1. Select a job item to open the detail panel.

2. Use the parent layer chip-select field to link this item to one or more items in the layer above.

3. Use the child layer chip-select field to link to items in the layer below.

4. Click Submit to save your changes.
   
   

Why use linking? When job items are linked, selecting a parent item during clock-in or on the roster automatically filters the available child items. This makes it faster and easier for employees to select the correct combination.

How to Assign a Geofence to a Job Item

Assigning a geofence enables location-based job suggestions when employees clock in via the mobile app.

1. Select a job item from the layer that is configured as your Geofence Job Layer (set in Settings > Job Tracking).

2. In the detail panel, choose a geofence location from the Geofence dropdown.

3. The map preview below shows the selected geofence boundary.

4. Click Submit to save.
   
   

Note: The Geofence dropdown is only editable for job items in the layer designated as the Geofence Job Layer. Items in other layers will show the geofence field as read-only.