Viewing and Editing Jobs - Staff
Viewing a Job
Viewing a job can be initiated from any page by entering the job number into the Job#… field and clicking Go, clicking the Job History list and selecting a job, by clicking on the job number hyperlink, right clicking on the job followed by View Job, or by double clicking anywhere in the selected job’s row.
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 History
Click here to list your last 15 jobs viewed. This list is dynamically updated by both the HelpMaster web portal and desktop application. Select any job in the list to view it.
Editing Jobs
Entering Edit Mode
To edit any job details, first view the details of the job as shown above. Then click the Edit Job icon highlighted to the right of the job tabs. This will enable editing of any of the available job fields and Control Sets. Click Save Changes to save any edits.
Copy Job Link / Hyperlink
In v24.10+ clicking the Copy icon (next to the Edit Job icon) will copy the selected job(s) to the clipboard for linking to other entities or to paste as text with a hyperlink as follows, Job# 124: Getting this error! - http://localhost:8030/Jobs/Job/124. This incudes the job number, job summary, and a hyperlink to the job in the web portal. Very useful when asking a client or associate to have a look at the job you are currently working on.
Expand Job Details: A "+" will appear above the job details if there is enough text to force a scroll bar. Click this icon to expand the job details to fit all text. It will then change to a "-", click this to collapse the details back to the default size.
Properties Tab
From v24.7+ most of the Job settings options may also be toggled from the web portal by staff with access. These include:
- Significant job: Used as a marker for very important jobs
- Don’t purge: Provides a warning to prevent purging
- Private (Staff viewing only): Prevents any clients from being able to view the job
- Delete job: With option to delete child jobs
Changing Control Set Values
Editing jobs can include changing any available Control Set items as shown below. Changing control set values is also possible on closed jobs if you have the permissions to do so. See below.
Modifying Closed Jobs
From v24.10+ even closed jobs can be modified if the staff user has sufficient permissions. To modify a closed job from the web portal, click the Edit closed job icon as shown below.
See Also
Feedback
Was this page helpful?
Glad to hear it! Please tell us how we can improve.
Sorry to hear that. Please tell us how we can improve.