Job Status

Schedule Pro>Utilities>Set Up>Job Status

This screen allows setting up the Job Status list.  Each job will have a job status, which helps to filter jobs.

 

  • When Schedule Pro is first installed, there will be ten default Job Statuses already in place.  Any of them may be edited or deleted.  To do so, highlight the proper Status and click the Edit (yellow pencil) button or Delete (red x) button.

 

  • To add a status, click the insert button, then type the status description in the blank field.

 

  • The status order as appears when using F8 to select the status on screens throughout Schedule Pro can be changed. Highlight a status then click the up or down arrow to move it up or down in order. 

 

  • Although an unlimited number of statuses are possible, it is recommended to keep this list as simple as possible to make the filtering useful.

 

  • Once statuses are decided on, each user can have a default “Job Status” set in system options be assigned when they schedule a new job (“In Progress,” for example) and another default status to filter on when loading the Create Provider Records screen (“Completed,” for example).

 

  • Once assigned to the scheduled jobs, these statuses will show in Order Entry, in the “Status” field for the soonest, or most recent jobs scheduled for that Order.
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