Adding job routing notes
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Select Labor > Work Center. The Work Center form is displayed.
Note: The value in the Employee ID field is defaulted and cannot be modified.
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Select the Resource Group, Resource ID and the Work Center in the header section.
The related data is updated on the Active, Job List, Project, Service and PS/JIT tabs.
- Click the Active tab to view the operations, tasks, and activities that are currently working and active.
- Select an operation, task, or activity on the Job List tab or the Active Transactions tab.
- Click Notes in the Miscellaneous section. The Job Routing Notes form is displayed. The titles of any notes for the selected operation are displayed in the Subject section.
- Click the Add Note option in the Notes section. The Add Job/Job Routing Notes form is displayed.
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Specify this information:
- Subject
- The subject for your note. This is also used as a title of the note.
- Note
- The additional information.
- Job Routing
- Indicates that the note is applicable for job routing.
- Job
- Indicates that the note is applicable for job.
- Select the Internal check box to designate the note that is applicable only the for internal audiences.
- Click Process to save the job routing notes.
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