How to configure and edit the job tracking feature including job linking.
How to Set Up Layers and Items
To create Layers and Job Items, follow these steps. Repeat the process to add more layers as needed.
- Click on "Add Layer" located at the bottom left of the page.
- Provide a name for the new layer and save it.
- Click on "Add Job Item"; note that the name will automatically change to the layer name (e.g., "Add Worksites").
- Add relevant details such as Department Permissions or other fields like custom code (applicable for MYOB Accountright).
- Provide a name for the new Job Item and save it.
How to Enable and Configure Job Linking
Job links can be activated and customized to hide unnecessary job items. Follow these steps:
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Activate linking via the toggle:
- Navigate to 'Settings' and select 'Job Tracking.'
- Toggle the switch to enable linking and save.
- This is also where 'Geofence Lock' and 'Suggested Job Items' are enabled.
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Edit or create a new job item:
- Click the 'Job Links' field, or use the new dropdown menu on the right-hand side.
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Select job items to display:
- Choose which job items will appear below the current selection.
- Note: Linking must start from the first layer to avoid breaking the chain, which could result in users seeing no available items.
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Complete the chain:
- Ensure that the linking chain is complete before testing on the mobile app or the 'Job Linking' tab.
By following these steps, you can efficiently enable and configure Job Linking for your project, ensuring a seamless workflow.
If you do not currently have the Job tracking feature and would like to use it, please click on the following link: Contact form