Job Management Through Odoo
Job management module is used for managing the job creation, allocation and the steps which is executing to complete the job. This module helps as for easy identification of the details and status of the job.
We can access this module through Job management →Job request.
The above image (Fig 1) shows the list of jobs. We can create a new job request by clicking create button which is shown in the above image (Fig 1). We can locate the job request form as Job management →Job request →Create.
The above image (Fig 2) shows the job request form. In that ‘Job reference’ is a number which is used for identifying the job. As a consequence, the type of the job is defined by using the field ‘job type’. The priority field is used for identifying the priority of the job. It may be ‘low’,’medium’ or high.
If we enabled service required option, then a tab will open to get the user details whom the job is going to execute.
If we enabled vendor required option, then it will enable a tab to capture the customer details and the quotation amount.
Hence by clicking the save button, the created job will be in draft stage. The user can able to change the basic details of the job if it is in draft stage.
The stages of jobs are ;
- Quote sent
- Job started
- Finished job
- Cancelled job
The current stage of the job can be identify in status bar in the end of the form which is shown in above image (Fig 3).
The processing of the job can be processed by clicking ‘Send request’ button. This button will be enable if the job is in draft state. So by clicking this button we can request the responsible officials to approve the job. After, get approval of the officials, the user can process the job to finish it.
After the send the request, then the job will be in requested stage. In this stage, the user is able to approve or cancel the job, likewise in the images shown below(Fig 4).
If we click the cancel button, on the other hand the job will get cancelled and the process of the current job is finished.
Hence if we click the approve button, the current job will get approval from responsible official. It means, the user can continue with the job to complete the requirement from the vendor. Now the job will be in approved state.
After getting approval, the user can prepare the quotation which contains the cost in order to finish the job.
Also it enables the option to start processing of the job like in the above image(Fig 5). Accordingly ,if we click ‘Send quote’ button, the job will be in quote sent state. If we click ‘Start job’ button, as a result , the system will skip the option for sending the quotation and make the job in process started stage.
When we click ‘Start job’ button, then the system will capture the start date.
If the job is in ‘job started’ state ,we can start the processing of the job. After completing the job accordingly. Then click the finish button, It will stop the processing the job.This is the final state of the job execution cycle.After clicking ‘Finish button’, then the job will be in completed state.
The reporting option enables to print the job receipts. This can be achieve throw Job management →Job request. Then select any one record, there we can see a option ‘Print’ like in the below image
From that click ‘Job request’ option. It will process your request and it will download a pdf file. Specifically this file contains the details of the job receipt.The report will be like in the following image.