Previous Topic: Completion Wizard Overview
To access the General page of the Completion Wizard:
Click Next from the Completion Wizard splash screen. The General page appears.
The General page of the Completion Wizard enables you to verify the job’s general information. The information defaulted into these fields is pulled from the job's A unique occurrence of a service. Also the record of the specific service created by schedule. Note that the term Job is customizable. For details, see the Defining Vocabulary section of the Implementation Manual. General tab.
If needed, you can change the values of four fields on this page.
Adjust the job's start and end time and/or date by selecting new values from the appropriate fields.
Select a new value from the Man Hours or Duration drop-down list. The Man Hours or Duration field (the field that appears depends on the scheduling mode you are using) determines the amount of billed hours and is used for payroll. Make certain the duration value matches the amount on the Payroll page and the sum of all services on the Charges page. If these values do not match, an error message will appear, informing you of the discrepancy.
Select a new team The default term for a group of employees that work together. Teams as assigned to jobs, so all employees assigned to team will be work on that job. If you are tracking inventory, a team can also be a stock location. from the Team drop-down list to assign a new team for the job
Once the job is completed, it will be assigned the substatus that appears in the Completed substatus field. By default, it will be populated with the Completed substatus as defined in the Status Editor. If you would like the completed job to have a different substatus, select one from the drop-down list.
When all of the information is accurate, click Next. The Charges page appears.
Next Topic: The Charges page of the Completion Wizard