AT A GLANCE:
01.Select jobs
02.Select add job
03.Select client
04.Select job group and sub group
05.Enter job title and other information
06.Select save
07.Enter job details
08.Select brief and add files
09.Select media (for publication jobs
10.Enter revision information
11.Enter dispatch information
12.Print job sheet
01.SELECT JOBS
Select Jobs from the top of the screen. The job search screen panel will be displayed. Below this is the list of all current active jobs.
02.SELECT ADD JOB
Select Add Job from the base of the screen.
Alternatively: you can select new from the top menu panel and new job from the drop down list.
03.SELECT CLIENT
Select the required client from the drop down list
04.SELECT JOB GROUP AND SUB GROUP
If required select the job group (division) and sub-group from the drop down list
05.ENTER JOB TITLE AND OTHER INFORMATION
Enter the job title.
Select the job type from the drop down list.
Select the price list from the drop down list if required. Enter the client reference and the client order
number if supplied.
Enter the job description.
06.SELECT SAVE
Select save from the bottom right of the screen.
07.ENTER JOB DETAILS
Details will be picked up from the campaign (if selected) and the base information entered on the previous screen.
Enter the date required.
If required, select from the drop down lists: client contact, account manager and sales rep. Also add the supplier (if files are expected to arrive from a third party) and any relevant estimate information.
In the second column, select the priority, department (if require and any proofing requirements.
Add additional notes in the third column.
Select save from the bottom right of the screen.
08.SELECT BRIEF AND ADD FILES
Enter job brief information and instructions into the required fields
Note: this area may differ from job type to job type as the area can be customised
Select add files from the base of the screen to upload any required job files. Select choose file, locate your file, select save in the pop up window.
Select save from the bottom right of the screen.
09.SELECT MEDIA (FOR PUBLICATION JOBS)
Select add publication from the base of the screen.
Select the required database from the drop down (eg: local or specle).
Select and enter the required publisher and complete publication information.
Select save from the base of the screen.
10.ENTER REVISION INFORMATION
Select the revisions tab from the top of the screen. Select add revisions from the base of the screen.
Enter revision title, due date and description. Enter price, time and material fields if required.
Select save from the base of the screen.
11.ENTER DISPATCH INFORMATION
Note: This information will most likely be entered at a later stage in the job process.
Select add dispatch tab.
Enter dispatch reference, select media type, enter scheduled date and delivery information.
Select save from the base of the screen.
12.PRINT JOB SHEET
From the top of the screen select the details tab.
From the base of the screen select Job sheet to print out a job ticket if required.
SEE ATTACHMENT BELOW: