The HowNow Job Management system records details of jobs and monitors progress as a job’s tasks are completed.

Note: the word ‘Job’ can be changed in File > Options > Workflow Tabs > Job Name.


Once Workflow is enabled, a Job field (as the first field) appears on all record creation dialogs. Choosing a job automatically determines the contact, location and all other standard settings. Any user can create a new job on-the-fly by right-clicking the Job field provided the Allow Job Creation option is set in the user’s Employee Details dialog.

In the case where a record doesn’t relate to a specific job, the Job field can be left blank.

Each job has a Job Type. This is a reference to a user-defined list of Job Type Descriptions and Job Task Templates.

A Job Task Template is a list of default tasks that can be attached to each Job Type.

When a new job is created, the tasks for the specified job type can be automatically created.

Each job has a user-defined Job Status that defines the job’s status and allows such things as filtering.

A job requires at least one task to function. Additional tasks can be added or deleted at any time.

Jobs Tab

The Jobs Tab consists of the standard HowNow search field, filter options and the search results list. A Jobs menu appears on the main menu bar when the Jobs Tab is selected.

Filters

Contact Type and Contact - allows a single contact or range of contacts to be specified.

Role and Person - allows filtering by person and/or their role.


Job Status - the status filter drop-down list has the following options:

All Jobs

Incomplete (default)

Completed

Started

Not Started

Wait Client

On Hold


Job - allows selection of a single job or a range of jobs. 

Type - allows filtering by job type.

Date Range - the date range filter has the following options:

Due Date

Start Date

Created Date

Lodged Date


The search results grid can be ordered by any column by clicking the column title.

Views

The standard search results grid shows the Due Date, Title, Job Code, Status, Start Date and Progress Indicator selected job. The columns on the grid can be changed by the Administrator from Display Field Editor.

Each status on the search results grid green for each job due in the future, amber for each job due today and red for each job currently overdue. Completed jobs are shown in grey.

The progress indicator shows a graphical view of progress. It is a coloured band, the length of which represents the progress of the job in 25% increments. It is calculated by dividing the number of completed tasks by the total number of tasks for the job, expressed as a percentage.