NOTE: Only the Subscriber or a person under the User License with Admin user group can perform the actions in the Settings area.
In Loc8, the primary job statuses are Draft, Open, In Progress, On Hold, Completed, Closed and Cancelled that represent the main statuses of a job lifecycle.
Both primary and secondary statuses are referred to as job statuses throughout the documents and application for simplicity.
You cannot edit or delete any of the pre-built job statuses, but you can configure the available secondary job statuses and create new ones to conform with the terminologies commonly used in your organisation and help track the progress of a job distinctly from its creation to closure.
Loc8 already provides a few secondary statuses such as Checked Out, En Route and On Site under the In Progress job status. You can edit any of the available secondary statuses and add new ones suitable to your business terminologies.
In this article, we will see:
View Available Job Statuses
STEP 1 Go to the Settings page and open the Job Configuration settings.
STEP 2 View the pre-built job statuses already available to you.
Such job statuses are labeled as SYSTEM.
Create New Job Status
STEP 3 Add new custom job status to mark particular transitions in job lifecycle.
Save the new job status.
Once you have created the required job status, you can assign this status to any job.
This completes viewing, editing and creating job types. For other job configuration options, see Configure Attributes for Jobs.