Add Job Types

Adding Job Types allows you to organize and categorize the various types of jobs your business manages, ensuring streamlined operations and accurate job tracking. By creating custom job types, you can assign relevant Terms and Conditions and associated forms to ensure consistency and clarity in workflows. This feature helps tailor job management to your organization's specific needs, making it easier to manage and execute tasks effectively. Once added, job types can be accessed and utilized across the platform for enhanced operational efficiency.

Prerequisites: Account owners and those with administrator access.

Instructions

1. From the main Dashboard, click the Administration tab.
   
   
   
   
   
   
2. You will enter the Administration Dashboard.
   
   
   
   
   
   
3. Click on Job Settings.
   
   
   
   
   
   
4. Click Job Types from the expanded Job Settings tab to enter the Manage Job Types page.
   
   
   
   
   
   
5. Click Add Job Types to enter the New Job Type page.
   
   
   
   
   
   
6. Enter the Job Type, then select pre-exisiting content tags from the drop down menu in each field Terms and Conditions and Associated Forms.
   
   
   
   
   
   
7. Once complete and all details have been checked for accuracy click Save.
   
   
   
   
8. The page should refresh and return you to the Manage Job Types page where you will now see your added Job Type.