Below will provide instructions on how to create a new version of an existing job type. E.g. how to copy an existing job type and to configure this with slightly different comments, diary actions, costings or review questions.

Note – This is only worthwhile to create a new version of a job type if this new version is expected to be used more than 10 times a year.

1. Navigate to Administration> Setup > Job Types.

This screen will display all active job types highlighted on the left.

The right of the screen will display details relating to the job type selected on the left.

The tabs at the top relate to each configurable topic for that job type.

2. Find and select an existing job type on the left, similar to the new version you would like to create. (Ideally the job type that will run for the same cost centre, that shares similar diary action and costing pages, this will save time configuring the amount of changes)

3. Select ‘Copy’

4. Then select ‘yes’ to setup the new version with the same actions, charges, costs and review lines.

5. Update the following fields before then saving the new version

Code Value – Enter a new code value, this needs to be the cost centre its for then any number not already used. Try to follow the sequence of the other listed job types. E.g. below LOM10 – 60 is used, we will then create this for LOM70 in this example.

Description – Rename this new job type to be named how you require

You may also opt to update the default options for the job type below e.g. Service, Destination type, Method, etc.

The new variation of the job type is then created, the next step would be to configure the differences this job type will require to the version you have copied. I have listed how changes can be made to each tab.

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Other Tab

This is where the default comments, inclusions & exclusions can be edited for this job type. This text is what displays in the cost option details, when you create a cost option for this job type. These can be amended by manually adjusting the text boxes and you can use the merge fields on the right where required.

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Diary Tab

This is the list of diary actions that will auto create when running the job type creator for this new job type. The list in the middle, refers to the list of actions for this job type, the list on the right is a search filter that includes all available diary actions to add if you wish.

To remove any diary actions for this job type, you can double click the diary action

To add a new diary action for this job type, you can search for an existing diary action on the right and double click the action on the right to then appear in the diary action list for this job type.

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Costing Tab

This is the list of costing lines (Creditor Products) that will create when you run the job type creator for this job type.

To remove any costing line for this job type, you can double click the costing line from this list.

To add a new costing line for this job type, you can search for an existing costing line on the right and double click the costing line on the right to then appear in the costing line list for this job type.

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Review Tab

This is the list of review questions that will create when you run the job type creator for this job type.

To remove any review questions for this job type, you can double click the review question from this list

To add a new review question for this job type, you can search for an existing review question on the right and double click the review question on the right to then appear in the review questions list for this job type.

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