The Jobcard form can be opened from:

• double-click of jobcard detail in the jobcard list, or
• Fleet/Jobcards/Detail.

 

Once the job-card form is open it is possible to move from one jobcard to another by typing the jobcard number into the 'jobcard number' section of the form and hitting 'return'.

 

The Jobcard form consists of:

 

• Button Bar which includes the following buttons:
• New (to create a new Jobcard without the need to close from this form)
• Unlock (Place Header section in edit mode)
• Lock and Save (Save Header section changes)
• Lock and Cancel (Cancel Header section changes)
• Progress (View and Edit Jobcard progress)
• Special Instructions (Record additional special instructions)
• Generate Supplier Invoice (Generate a Supplier Invoice - refer contracts module)
• Generate Supplier Credit Note (refer contracts module)
• Purchase Order (Generate a Purchase Order for Parts for this Jobcard)
• Print Jobcard (Print the Jobcard)
• Print Costed Jobcard (Print Costed details - refer contracts module)
• Exit (Exit from Jobcard form).

 

• Header level details on the job-card are recorded here including:
• Overall description of the jobcard
• Details of the Asset - inlcuding Fleet Number, Registration, Odo
• Status - Closed, Open, etc - see Jobcard progress for more information on this)
• Store Room - This is relevant to the parts issued - specifically if the vehicle is based at Store 1 then parts will be issued from Store 1. In the event that a Vehicle that is normally stationed at Store 2 but is having work carried out at Store 3 then this should be edited on the job-card header section so that the parts that are issued will be drawn from Store 3.
• Supplier. This is relevant to labour outwork as a default value. This is useful where all work that is done on a job-card is carried out by a specific contractor.
• Reasons. Note that these provide defaults only. This is useful where all work that is done on a job-card is due to 'Accident' then this will be defaulted onto all records created against the jobcard (but these can later be amended).
• Operator. Again this field provides a default only. This is useful where all work that is done on a jobcard is carried out by a single individual.  By setting this value on the job-card header the Time-Sheet details will default to this individual.
• Customer. This is based on the vehicle's setting and provides a default for Parts and Labour records that are added to the jobcard. The default can be amended at this header level.
• Contract. This is based on the vehicle's setting and provides a default for Parts and Labour records that are added to the jobcard. The default can be amended at this header level.

 

• Tabbed Records Section:
• Planned Work: Note that each planned record (scheduled cause) may have one or more labour records attached to it. Each Labour record in turn may have one or more time sheet records attached to them.
• Defects: Note that each defect record (unscheduled cause) may have one or more labour records attached to it. Each Labour record in turn may have one or more time sheet records attached to them. Note that most labour records in this section will relate to a specific defect. Where labour is performed with no linked defect it will be shown under the 'unspecified' defect section.
• Parts: Each record displays part issues (returns/variances) against this jobcard.