Job Stage Inputs are custom fields added to a specific job stage. These inputs define what information must be completed at that stage before the project can move forward.
Here’s how you can add job stage inputs to a job stage:
Step 1: Go to “Manage Database” and click “Database”.
Step 2: Navigate to the “Stages” section and select the appropriate Job Stage where you want to add input fields.
Step 3: Click the edit icon next to the selected job stage.
Step 4: Scroll down to “Job Stage Inputs” and click “+Add”.
Step 5: Enter the “Label”.
Step 6: Set the “Is Required” condition:
Select Yes to make the field mandatory.
Select No to make it optional.
Step 7: Choose the appropriate Input Type (e.g., text, dropdown, file upload, etc.).
Note: You can control who can view file-type Job Stage Inputs by setting visibility restrictions.
Select “Public” to make the uploaded file visible to all users.
Select “Private” and assign specific roles to restrict visibility to selected users only.
Step 8: In the Predefined Service Values field, select the service values you want this input to listen to.
Note: When a service provider uploads an attachment tagged with this predefined service value, the system will automatically update this input field based on that upload. This automation reduces manual data entry and ensures consistent information capture.