Add New Job Status Changes

To use the Job status change submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.

To add a new job status change:

1. On the main toolbar, click Settings .
2. In the left pane of the Settings screen, click Projects & Jobs > Job Status Change.
3. On the grid toolbar, click Add Row .
4. You can edit the following by double-clicking on the corresponding fields and selecting the applicable options from the drop-down list:
   • Job Status From: Use this field to identify the original status you want to change to a new one from.
   • Job Status To: Use this field to identify the new status you want to change to from the original one.
   • Notify Job Responsible: Use this field to identify the role you need to notify about a job status change.
   • Client: Use this field to identify the client email template you want associated with the job status change.
   • Notify a Person: Use this field to identify a person you want to notify about a job status change.
   • Notify by Email: Select this if you want to send an email notification about a job status change.
   • Email Template: Use this field to identify the email template you want to use when notifying anyone about a job status change.
   • Add Comment to Notification: Use this field to add a comment to your notification.