When you access the jobs list within G.J. Manage, the default view you're presented with is the "My Jobs" list filter. This is designed to streamline the viewing process by only showing you jobs that are directly relevant to your role within the organisation. If you notice that a job is missing from this list, or if the list appears empty, it typically means you haven't been assigned as the Supervisor, Estimator, Job Administrator, or Salesperson for any job. These roles are crucial in determining the visibility of jobs within your portal.
To ensure a job appears in your "My Jobs" list, you must be nominated for one of these key roles. Here's a simple guide on how to update job details to include your role, thereby making the job visible in your "My Jobs" list:
Step-by-Step Guide to Update Job Roles
Open the Builder Portal: Begin by accessing the main dashboard of your Builder Portal. This is your gateway to managing and viewing all job-related information.
Navigate to the Job: Find and select the job you wish to be associated with. You can usually do this by using the search function or browsing through the list of jobs available on the portal.
Update Roles in the General Tab: Once you're viewing the details of the selected job, locate the "General" tab. Here, you'll find fields to update the job's Supervisor, Estimator, Job Administrator, or Salesperson. Enter your name or select it from a dropdown list, if available, to nominate yourself for the relevant role.
Save Your Changes: After updating the necessary fields, make sure to save your changes. There should be a save option or button on the job detail page. Clicking this will update the job's information and, by extension, its visibility to you under the "My Jobs" filter.
Assigning the correct roles is essential for job management and visibility within the Builder Portal. By following the steps outlined above, you can ensure that all relevant jobs appear under your "My Jobs" list, allowing for efficient and streamlined job tracking and management. If you continue to experience issues with job visibility after updating your role, please contact your system administrator for further assistance.