Viewing an existing job - Clients

Viewing existing jobs - Clients

Once logged on, clients are able to click on the View my jobs menu to view a list of all current jobs they have logged.

View Job Details

To view an individual job, click on the job row or enter the job number from the Job# search field in the title bar which is available from all web pages.

Job Preview

For HelpMaster v24+, there is also a preview pane below the jobs list. This will display the Job Summary, Job Details and all non-private Actions. The splitter bar may be used to adjust the size of the preview pane.

Job States

The following job states are highlighted in the coloured tag:

• New Job (New)
• Last updated by me (Me)
• Last updated by another staff member (Other)
• Last updated by Automation (Automation)
• Awaiting client response (Awaiting)
• Client has responded (Client)

Open Jobs: All of your current open jobs will be displayed here when clicked.

Closed Jobs: Your completed closed jobs will be shown when clicking here.

Approvals: Any outstanding approval requests that you need to action will be listed here when clicked.

See Also

Updating Jobs

Logging jobs