What is Main and Sub Job & How it Works?

The Main & Sub Job feature introduces a parent-child job relationship system, enabling better tracking of follow-up work, rework, and related job activity.

The primary goal is to improve transparency and accountability in managing job workflows, especially when Jobs require multiple visits or additional effort.

Benefits:

• Improved job tracking through clear parent-child relationships

• Better accountability by linking rework jobs to original assignees

• Clearer insight into team efficiency and areas for improvement
• Sub Jobs are automatically linked to their Main Job, simplifying progress tracking and improving context visibility.
• Sub Jobs can be assigned to different users or departments while remaining tied to a single overarching goal.

What You Can Do 

• Create Sub Jobs from Jobs
  You can create Sub Jobs directly from an existing Job. This is useful for handling follow-ups, rework, or continued processes related to the original job.

• Auto-Pass Key Information
  Key details such as customer, project, asset, and description are automatically passed from the Main Job to its Sub Jobs, ensuring consistency and saving time.
  
  

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How To Create Sub Job ?

1. In the Job Schedule, open the job that needs a Sub Job. If you prefer a bigger view, you can click the icon in the top-left corner to open it in a new tab.

2. Scroll down and click on the 'Related To' arrow to expand the section, which displays the Main job and Sub Job options.

You’ll see two options:

• Edit button
• Create Sub Job

Edit button

4. When click the 'Edit' button, a dialog box will appear allowing you to choose whether to assign 'J00114' as the Main Job or to other Job, then click 'Attach' to confirm your selection.

5. When you select 'Assign J00114 to Other Job' option, a search field appears allowing to find and select jobs from the same project or other jobs, with suggestions displaying job numbers, descriptions, and scheduled dates.

6. Select a job from the list and click the 'Attach' to assign J00114 as a Sub Job to the selected Main Job J00113.

7. After clicking the 'Attach' button, you'll see a success notification and the updated hierarchy where J00114 is now listed as a Sub Job under the Main job J00113.

Create Sub Job

8. When you click the "Create Sub Job", it will open the "Add Job" form where you can create a new job.

9. After saving the new job information, scroll down to "Related To" section and see the newly created sub job (J00115 - Site Visit) is listed under the Sub Job section.

Important Notes:

If a Job is assigned as a Sub Job, the Repeat Job feature will be hidden to avoid scheduling conflicts.

You can create up to 30 Sub Jobs under a single Main Job.