Eralis Job offers the ability to create new Jobs or Subjobs by copying existing Jobs or Subjobs. The ability to do so makes the creation of the Job structure a quicker process in situations where the work being done is either similar to work that was done before, or where the work being done has a pre-defined structure and value which does not vary between instances of carrying out the work.
Once a new Job has been created through copying a previous Job, there is no further link between the two Jobs, they can then be dealt with completely independently. This provides the ability to create a new Job based on a similar Job, but then still update the new Job with all the specific details that are required for that instance of the work being done. This includes altering the customer involved along with any quote information on the Job.
Copying a Master Job
When copying a Master Job, the following can be copied across:
- Activities linked to the source Master Job.
- Subjobs attached to the source. If you choose to copy the linked Subjobs then you have additional options to:
- Copy the activities linked to the Subjob.
- Copy any quote details linked to the Subjobs. If you choose to copy the quote details then you also have the option to copy the activities linked to the quote lines.
- Any contract and contract details that may be linked to the source Job.
The process of copying a Job starts on the My Jobs screen.
Step 1 - Select the Master Job to Copy
On the My Jobs screen, highlight a Master Job row, which is a row that does not contain a value in the Subjob ID column. Highlight a row by clicking anywhere on the row that doesn't contain a drill through golden arrow.
Step 2 - Click the Copy Button
| Field | Details |
|---|---|
| New Job Title | This is a user entered value which will be used as the title for the newly created Job. |
| Copy Title to Subjobs | When this option is selected, the system will copy the title entered in the New Job Title field to all the Subjobs that are created in the copy process. If this option is not ticked, the system will use the title of the source Subjob on the new Subjobs. |
| New Job Status | This status will be assigned to the new Job and all new linked Subjobs. |
| Copy Job Activities | Allows the user to choose whether to copy all the activities linked directly to the source Master Job. If the user chooses to copy these, the system will set the start date of the new activity to be the same as the difference between the start date of the source Job and the start date of the source activity. |
| Copy Subjobs |
Allows the user to choose whether to copy all the Subjobs linked to the source Master Job. Even if this option is not selected, the system will In Job version 10.00.390 another selection screen was added which allows the user to choose all or selected subjobs only to be copied. |
| Copy Subjobs Activities | This option is only available if the user has chosen to copy the Subjobs, and allows the user to copy all Subjobs linked to the source Master Job. |
| Copy Quote Lines | This option is only available if the user has chosen to copy Subjobs and will result in all quote lines attached to the source Subjobs being copied across through to the new Subjobs. |
| Copy Quote Line Activities | This option is only available if the user has chosen to copy the Subjobs and to copy the quote lines, and will result in the system copying any activity linked to a source quote line through to the corresponding new quote line. |
| Copy Quote Line Notes | This option is only available if the user has chosen to copy the Subjobs and to copy the quote lines, and will result in the system copying any notes linked to a source quote line through to the corresponding new quote line. |
| Copy Job Contracts | Allows the user to copy any contract information contained within the source Master Job through to the new Master Job. |
| Copy Job Contract Values | This option is only available if the user has chosen to copy the Job contracts and will result in the system copying all the phase information from the source contract through to the new contract. |
Once you have chosen the options you require, click the OK button to carry out the copy process. A pop-up window will appear to let the user know the Job ID of the new Job created, however the user will need to refresh the search on the My Jobs screen before they will see the new Job in the list.
Copying a Subjob
Copying a Subjob is very similar to copying a Master Job, however Subjobs cannot be copied between Master Jobs. The Subjob copy function only allows copies of the selected Subjob to be made within the same Master Job.
To copy information from Subjobs created under another Master Job, import the information into Subjob quotes.
Step 1 - Select a Subjob to Copy
To do this, you need to select a row in the My Jobs screen which contains a value in the SubJob ID column.
Step 2 - Click the Copy Button
| Field | Details |
|---|---|
| New Subjob Title | This is a user entered value which will be used as the title for the new Subjob(s) created. |
| New Subjob Status | This status will be assigned to the new Subjob(s) and all the new, linked Subjobs. |
| Number of Copies | Allows the user to choose how many copies of the Subjob they wish to make. |
| Copy Quote Lines | Selecting this option will result in all quote lines attached to the source Subjobs being copied across to the new Subjobs. |
| Copy Quote Line Activities | This option is only available if the user has chosen to copy the quote lines and will result in the system copying any activity linked to a source quote line, through to the corresponding new quote line. |
| Copy Quote Line Notes |
This option is only available if the user has chosen to copy the quote lines and will result in the system copying any notes linked to a source quote line, through to the corresponding new quote line.
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