WorkBook

Delete Job Conversations

Use the Job settings option under the Monthly WIP adjustments follow-up submodule to delete job conversations.

To use the Monthly WIP Adjustments Follow-up submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To delete a job conversation:

  1. On the main toolbar, click Finance & Administration .
  2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company from which you want to delete a job conversation.
  3. In the left pane of the Finance & Administration screen, click Month-end > Monthly WIP adjustments follow-up.
  4. Highlight the job of the conversation that you want to delete and on the grid toolbar, click Job settings .
  5. Click the Chat tab and on the toolbar of the left pane, use the drop-down list to select the applicable category of the conversation that you want to delete.
  6. Highlight the conversation that you want to delete.
  7. In the right pane, click Show the conversation options and select Delete conversation.
    Note: There is no confirmation dialog box for this action. WorkBook deletes the conversation at once.