Statuses

Statuses

This is where we can enter Status details that can be added to jobs, trips and stock. Note that these Statuses apply to the relevant journease windows, for statuses that apply to web tracking see Lookup>Administration>Tracking & SMS Options

Status Code

The code that will be displayed in Journease to represent this status

Status Description

A brief description of what this status will be used for

These two columns are set as a header and will always show regardless of the slider at the bottom of the window.

 

Tick the appropriate tickbox to determine the criteria for this Status Code - remember that the row header is what status will be applied, the column header is when this status is applied.

Applies to Job/Trip/Stock

This sets which window this code will apply to, one of the three must be selected for the status to work and it can only apply to one, once saved these cannot be changed

Job Booked/via API/via Web

show this status when the Job has been booked using the selected method

OK to Send Plan SMS

Allows the Plan SMS text message / E-Mail to be sent when this status is activated - this will show the SMS numbers and E-Mail addresses in the Plan SMS window that is activated from the Trip Screen

Planned SMS Sent

Sets this status when Plan SMS has been sent

Job Cancelled

Sets this status when a Job has been cancelled

Unallocate Stock

Unallocates stock from the Job when this status is activated

Failed Delivery

Sets this status when a delivery has failed

Job Delivered

Sets this status when a delivery has been made

Make Job Non Invoiceable

When this status is activated a Job that is able to be invoiced will become Non Invoiceable

Make Job Invoiceable Again

When this status is activated a Job that is Non Invoiceable will become Invoiceable again

Do Not Show for Invoicing

When this status is activated the Non Invoiceable Job tickbox is ticked on the Jobs & Quotations window Finance Tab so that the job will not appear in the invoice run list.

Job Complete

Sets this status when a Job has been completed

Can Archive

When this status is activated then the Job can be archived

Trip Finalised

Sets this status when a Trip has been finalised and will prevent any further changes being made to the Trip

Del. Date Confirmed

Sets this status when confirmation of a delivery date is received

On Hold

Sets this status if the Job or Trip is on hold

OK To Trip

Sets this status when a Job is created and stock is available, therefore the job can be processed into Trips

List Order

This will adjust the list as seen on the drop-down box, 1 will be at top of list, 2 will be second etc. Changing the number (position) will automatically re-sort the other status' in the list.

For an example of use of these Statuses, open Action Screens/Live Console and select a Job in the list, if you scroll to the end of the job row you will find the drop-down box to add a status to this job,  Adding a status means that if another user checks on this job they have a record of the last action taken.