How Do I Add a Job?
The Jobs Module enables efficient management of jobs, including the assignment of roles and tasks to users, and ensuring compliance by associating the necessary job-related documentation and training.
Adding a Job to the system is beneficial, as it captures all relevant details related to tasks being carried out in the workplace. It also supports compliance by allowing the necessary job-related documents to be uploaded, reviewed, and either approved or rejected.
This article includes step-by-step instructions on how to add a Job.
- On the left column, click Jobs.
- Click +New Job.
- Select the Job Type from the dropdown options.
- Enter the Job Title and Description.
- Select the Priority.
- Enter the Start Date and Proposed Finished Date.
- Choose the Location and Project from the dropdown options.
- In the Job Managers section, select the Project Administrator and Project Job Administrator from the dropdown options.
- If a Project Administrator is selected, a tick box will appear which is automatically ticked - Location/Project Admin verification is required. Untick the box if this does not apply.
- If a Project Job Administrator is selected, a tick box will appear which is automatically ticked - Job Admin verification is required. Untick the box if this does not apply.
- In the RAMS section, tick the box(es) if:
- You need a Method Statement - create a Method Statement for all Subcontractors assigned to the job automatically.
- You need a Risk Assessment - create a Risk Assessment for all Subcontractors assigned to the job automatically.
- In the Document Requirements section, select the Company Job Document(s), Subcontractor Job Document(s), Employee Job Document(s) & Training, and Employee Job Online Training from dropdown options.
- In the People section, select the Subcontractor(s) and People from the dropdown options.
- In the Permits section, select the Permit Type(s) from the dropdown options.
This is required before you can add a Job:
- Set up Locations
- Set up Projects
- Set up Project Administrators
- Set up Job Documents
- Set up Subcontractor Documents
- Set up Employee Documents
- Set up Courses
- Set up Permit Types
- Set up Notifications
- A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields i.e. job title, start and proposed finish date, locations and projects.
- A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work i.e. description, job documents and permit types.