Jobs and Actions

Jobs and actions are the core business objects in HelpMaster

Job overview

A job is the main entity of HelpMaster

The action log

The action log

Linking entities to a job

Linking entities to a job

Linking jobs to other jobs

Linking jobs to other jobs

Modifying a job

Modifying a job

Create new job

Create a new job via the Desktop version

Create new job - drag 'n drop email

Create and update jobs via email drag and drop

Updating a job

Update a job via an Action

Actioning multiple jobs

Actioning multiple jobs at the same time

Reassigning a job

Jobs can be assigned to an individual person, or to a group of people - a skillgroup

Acknowledging A Job

Acknowledging a job

Changing the status of a job

Changing the status of a job

Closing a job

Closing a job removes it from an active job queue

Reopening a job

Reopening a job

Changing the read status of a job

Changing the read status of a job

Adding Actions-to-do

Adding Actions-to-do

Job Feedback

Survey your customers and clients about their service experience

Approvals - simple

Approvals - simple

Job State

The state of a job indicates the current state of the job

Flagging a job

Set different types of flag to visually identify a job

Job Timeline

The Job Timeline provide a quick visual indicator of elapsed time since the job was logged

Audit history

Audit history. A change log for job updates.

Previous issues and their resolutions

Previous issues and their resolutions

Jobs and billing

Jobs and billing

Deleting a Job

Deleting a Job

Deleting an Action

Deleting an Action

Job Monitor Overview

Job Monitor Overview