Job cards

Overview

The Job Cards section is a part of the Operations module in Caddayn Biller. It is used to create and manage individual jobs or work activities within the business.

A job card provides a structured way to record and track a particular job from the time it is created until the work is completed. It can be used to organize the work involved, monitor progress, and maintain job-related information in one place.

Accessing Job Cards

To access the Job Cards section:

  1. Log in to Caddayn Biller.

  2. From the main navigation panel, click Operations.

  3. The Operations menu is displayed.

  4. Select Job Cards.

  5. The Job Cards page opens.

Purpose of Job Cards

The Job Cards section can be used to:

  • Create and manage individual jobs.

  • Record job-related information.

  • Track the progress of a job.

  • Organize work activities associated with a job.

  • Monitor the status of ongoing jobs.

  • Maintain a record of completed and pending jobs.

Creating a Job Card

Where the Create New option is available, users can create a new job card.

To create a job card:

  1. Open Operations.

  2. Select Job Cards.

  3. Click the option to create a new job card.

  4. Enter the required job information.

  5. Add the relevant work or task details.

  6. Save the job card.

The job card is then available for further tracking and management.

Managing Job Cards

Users can manage the job cards available in the system.

Depending on the available actions and user permissions, users may be able to:

  • View job card details.

  • Create new job cards.

  • Edit existing job information.

  • Update job status or progress.

  • Review tasks or activities associated with a job.

  • Track pending and completed jobs.

Job Progress

Job Cards can be used to monitor the progress of individual jobs.

A job may move through different stages during its lifecycle, depending on the workflow configured for the business.

For example:

Job Created → Work Started → In Progress → Review → Completed

The actual stages may vary depending on the workflow and operational process configured in Caddayn Biller.

Notes

  • Job Cards is one of the options available under the Operations module.

  • It is used to create and manage individual jobs or work activities.

  • Job cards help users maintain job-related information in a structured manner.

  • Users can use job cards to monitor the progress of ongoing work.

  • Job status and workflow stages may vary depending on the business process configuration.

  • Available actions may depend on the user's permissions.

  • Job cards can be used along with Tasks, Workflow Templates, Task Types, and Milestones to organize operational activities.