Job Tracking Settings

The Job Tracking Settings section of the program contains various settings which allow you to customize the Job Tracking module of the program.

From the main “Job Tracking” tab, click on the [JOB TRACKING SETTINGS] icon in the Settings section of the screen, or on the "Job Tracking Settings" link from the row of links at the top of the screen.

If a section is minimized, click on the icon to maximize it. The following settings can be configured from this screen.

Tasks

If you would like to further break down the hours that your employees are working, Tasks can be used in addition to Jobs. A Task Number can be entered at the time clock, along with the corresponding job.

Click on the Enable Task option to enable Tasks.

Quantities

This feature allows you to track a number of pieces with your Jobs and Tasks. Quantities can be entered at the time clock along with Job and Task information.

Click on the Enable Quantity option to enable Quantities.

Job Levels

Job Levels allow you to create a Job Tracking structure that represents the jobs that your employees perform. This section is included as a part of “Basic Job Tracking Setup.” See Job Levels for full documentation on this setting.

Job Groups

Groups allow you to sort your jobs by the group that they are assigned to.

Enter a group name into the Group field and click on the [ADD] icon.

Existing groups are displayed under the Group header. Click on the icon to remove a group from the system.

Equipment Groups

Like Job Groups, Equipment Groups allow you to sort your pieces of equipment in the system by the group that they are assigned to.

Enter an Equipment Group name and click on the [ADD] icon.

Existing groups are displayed under the Equipment Group header. Click on the icon to remove a group from the system.

Material Groups

Material Groups also allow you to sort the material in the system by the group that they are assigned to.

Enter a Material Group name and click on the [ADD] icon.

Existing groups are displayed under the Material Group header. Click on the icon to remove a group from the system.

Unit Measurement

Unit of measurement is used with the tracking of materials. Enter the desired Unit Measurement (as in “gallons,” “pieces,” “lengths,” etc.) and click on the [ADD] icon.

Existing settings are displayed under the Unit Measurement header. Click on the icon to remove a setting from the system.

Job User Fields

User fields allow you to enter customized fields that will appear on your Job Profiles. These fields are for the tracking of any information not provided in the system.

For example, if you want to track an account number with each job, a user field named “Account #” would be created. This field will be displayed on your main Job Profiles.

Enter the desired field name into the Job User Field box and click on the [ADD] icon.

Existing fields are displayed under the Job User Field heading. Click on the icon to remove a field from the system.