The Job Task page lets you view
and update task information. The Job Task information is displayed under
five tabs. Each tab covers different areas of information for the task.
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If any of the fields mentioned
in the steps below do not appear
on your screen, that means that your organization is not using that feature
of BuildPro. For any questions about this feature, contact your BuildPro
administrator. |
To
see instructions for using each tab, click the tab name in the list below.
Use the Summary tab to perform
actions based on the status of the task.
Use the Schedule tab to update job schedule
information.
Use the
Detail tab to update
general task information.
Use the Items tab to view and add products
to this task.
Use the
Notes tab to view or add task notes.
To view additional
information:
Click the Job Name link to see the Job Actions page.
Click the Stage link to see the Task List Summary page.
Click the Order # link to see the Order Detail page.
Under Checklist
items, click the Add Defect link
to open the Add
Defect page, pre-populated with the task information.
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You will only see this
link if the InspectPro module is turned on and you have the PunchList
role. |
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If the Trade Partner Survey
module is turned on for your company, questions will appear when completing
some tasks. These questions must be answered before the task (PO) can
be completed. Answer each question by clicking the Yes or No radio button.
Enter notes as appropriate. |
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