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29.2 Enter the main Job Details

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29.2.1 Enter specific Job folder

In the Folder field, click the ellipses button and locate Job folder or enter path manually. If default Job folder is entered in Setup Latitude, it shows the root Job folder. Select a specific Job folder.

 

29.2.2 Select Job Type from the Job Type lookup table using the drop-down list. Use this field to identify standard Job Types.

 

29.2.3 Enter Job Name.

You can select from existing Job Name(s) using the drop-down list or enter a new Job Name.

 

29.2.4 Enter Job Description.

A short sentence or phrase describing the Job. If no Job Description is provided, it defaults to the Job Name. If the description is the same as that of another Job, use the drop-down list to select an existing Job description.

 

29.2.5 Enter Job Type

Select from the dropdown or double click to enter new ones.

 

Job Types has a Packet Extra Section that are built-in options and are being used by some clients when they do actual/site survey. They can generate a packet and give it to an assigned surveyor for them to fill-out. They can change and customize the fields and place their own labels on it which they can then submit and can be placed on the record. Currently, there are four (4) namely:

 

a.Checklist

b.Detail Survey

c.House setout

d.Site Survey

 

29.2.6 Simplify the job screen

 

Jobs can vary from simple to complex jobs where you might use or not use all the jobs tabs. If you only have very simple jobs, you can hide tabs you do not need, go to Setup -> Job/Task/Emp -> Hide tabs and select the tabs you want to hide