Job Type Setup

Edit Job Type Setup

From the Job type setup, you can change the unique combination of a Job type setup record.

To use this functionality go to:

1. Enterprise Asset Management > Setup > Work orders > Jobs > Job type setup.
2. Choose a line from your setup.
3. In the top panel click the Edit record button to edit the job type setup line.

Linked Job Type Setup

It is possible to add a linked Job type setup to a Job type setup. Such linked jobs are automatically created when a work order line, which uses the Job type setup, is created.

To use this functionality go to:

1. Enterprise Asset Management > Setup > Work orders > Jobs > Job type setup.
2. From job type setup, select Linked job types and click 'New' to start adding linked job types.
3. On 'Linked job types' form it is possible to specify the job type, trade, and variant of the line to be automatically created. See example of linked job types in the screenshot below.
4. Click 'Save' when you have finished setting up the Linked job types. The linked jobs are created in line number order, ascending.

Work order lines created for linked job types are created for the same object as the original work order line that triggered their creation.

The type of object which the linked job is created for is also considered along with the job type association. This means that when a job type, for instance 'Inspection', is selected for a specific object type, then this work order line will be created. If you have not selected a job type, for instance 'Electrical calibrations' in the screenshot below, on the specific object type, you will be informed that the job type is lacking setup.

Note: automatically created work order lines do not trigger automatic linked job creation.

Inspection is chosen as a linked job type while Electrical calibrations among others is not selected, meaning it is not linked.

Example of linked job types.

Add Checklist to Job Type

Add a checklist to a specific Job Type when you always want to use a particular checklist for a specific Job type. You can make the checklist mandatory and make checklist notes mandatory for the worker filling out the checklist.

Set up checklists on Job types by going to:

1. Enterprise Asset Management > Setup > Work orders > Jobs > Job type setup.
2. Choose a line for which job type you want to add a checklist to.
3. In the top panel, click on Checklist.
4. Click Add to add a new line and click Type to choose the checklist type from the drop-down menu. Choose between the following checklist types:
   a. Text
   b. Header
   c. Template
   d. Variable
   e. Measurement
   f. Date and Time
5. In the checklist line, specify the name and whether the checklist and notes are mandatory. In the Properties tab, you can add instructions for filling out the checklist, if necessary.