Job Ticket
Written by Don
Updated over a week ago

The Job Ticket provides an overview of information on a job. The Job Ticket can be customized with specific fields to meet your organization’s needs.

Generally, a Job Ticket will contain the sections Job Info and Schedule Summary with the following fields.

The Job Info section contains:

  • Job Number - This field is auto-generated by Workgroups and cannot be changed once a job has been created. Often this field is handy to use as an identifier when pulling up a job in a New Browser or in Finds.

  • Job Name - The name of the job

  • Job Type - The type of job. The list of Job Types in the drop down are tailored to your organization’s needs as the list is created during the implementation process.

  • Customer - Customer of the job. The list of customers is also created by your organization and can be tailored to fit your organization’s needs.

  • Requested by - The person who requested or created the job

  • Entry date - Date the Request for the job was entered or when the job was created (if the job was not created through a request)

  • Project - When the job is part of a larger project, the name of the project will be shown in this field

  • Notes - A multi-line text field to enter notes

The Schedule Summary section contains:

  • Due Date - Date the job is due

  • Projected Finish Date - Date the job is projected to finish

  • Roles - Role assignments for the job

You may also notice buttons at the top of the job ticket. At the top left of the ticket (from left to right):

  • Clock - Click on this button to charge time to a job. (This button is only available if your organization has purchased the financial module of Workgroups.)

  • Costs - View or update costs associated with a job

  • Invoice - View or update an invoice associated with a job

  • Duplicate - This allows you to duplicate the values on the current job ticket into a newly created job

At the top right of the ticket (from left to right):

  • Discussion Notes - those assigned to the job can can click on this to comment and respond to others’ comments

  • Manager Notes - managers can click on this and leave persistent notes for anyone looking at the job ticket

  • Activity Name - this shows you which activity of the job is currently active

  • Progress Bar - this shows you percent of the job that has been completed

  • Projected Due Date Display - Date job is projected to finish

  • The Progress Bar and Projected Due Date Display are color coded as follows

  • Red - The job is past due

  • Yellow - The job is due that day

  • Green - The job is running within the specified timeframe

  • Finish - Those with the appropriate permissions can finish the job by clicking on this button.

  • Manual Routing - Clicking on this arrow gives those with the appropriate permissions the ability to route the job as needed to anywhere in the workflow

  • Please note, only Administrators and Traffic roles have the default permission to manually route a job to any other step in the workflow. Other users with the permissions to edit the Job Ticket will only have the ability to route the job to adjacent workflow steps.

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