Page Comparison

1

From the Master Job Template screen, select the relevant hierarchy, or entity. Right Mouse click and select Add Job Template

The Create Job Template screen is displayed.
Note: Depending on the hierarchy item some elements may not be available for population. For example a Job Template at Brand level cannot have Wage Costs or rates applied as there are a number of factors at the Job level (where the exact location of the work is known) which will impact on-costs and Wage Costs.

2

From the Parent, Client or Cost Centre screen, navigate to the Job Template list and select Add.

A lookup screen is displayed.

Use the Search action to find and select the required entity.

The Create Job Template screen is displayed.

Note: The 'Active' flag is ticked by default, if you are not ready for the template to be available for selection, un-tick this item.

3

Complete the mandatory fields and select Save.

The Job Template is created, with all relevant sections displayed to be populated as required.

4

Add in additional items required, for example Job Schedule, Referral Workflow, Skills.