Help CenterIn Caction, the “Related To” section helps you see all items connected to a particular job at a glance. It’s a quick way to understand the bigger picture of tasks and digital forms that are linked together under one job.
Where Can I Find the “Related To” Section?
You can find the “Related To” section directly on the Job Detail page on both Desktop and Mobile. Here’s how to access it:
Desktop View
- Open the Job Detail page
- Scroll down until you see “Related To”
- Click to expand the section
Once expanded, you’ll see any Sub Jobs and Digital Forms that are linked to the job.
App View
- Open the Job Detail page in your Caction mobile app
- Scroll down until you find “Related To”
- Tap the section to expand and view its contents.
In mobile, the layout is optimized for small screens, but it still shows the same information: linked Sub Jobs and Digital Forms, allowing you to quickly understand job activity on the go.
Benefits of the “Related To” Section
- Clear Job Relationships - Easily see how jobs are connected (Main ↔ Sub), avoiding confusion over task ownership or dependencies.
- Centralized Documentation - All jobs and digital forms linked to a job are visible in one place.
- Faster Navigation - Jump directly from a main job to its sub jobs, or to associated forms, without hunting through pages.
- Understand Job History - See the sub jobs and digital forms created under a main job over time, giving you a complete picture of what has been done.
How the “Related To” Section Works
Linking Main and Sub Jobs
The first function of the “Related To” section is to show the connection between Main Jobs and their Sub Jobs. This helps users quickly understand the hierarchy of tasks and see which smaller tasks belong to a larger job.
By using this section, you can:
- Track progress across multiple sub jobs under a main job.
- Avoid confusion about task ownership and dependencies.
- Navigate quickly between the main job and its sub jobs without searching through reports.
How This Looks in Practice
For example, consider Main Job J00129, categorized under Breakdown / Repair, which has been marked as Completed.
Under the “Related To” section, two related items are displayed. The first is a Digital Form, Service Report (Form No. SR00011 – Breakdown & Repair Report), which is currently in Drafted status. The second is a Sub Job, J00130 – Service Follow Up, which is still Not Started.
From this single view, you can clearly understand the job’s progression: the breakdown work has been completed, a service report has been created but not yet finalized, and a follow-up job has been scheduled but has not begun. This provides a clear timeline of what has happened and what still needs attention—without having to open multiple pages or reports.
Capturing Digital Forms Created Under a Job
Another important function of the “Related To” section is to capture all Digital Forms (DFs) created under a job.
By showing all related digital forms in one place, users can:
- Quickly see what forms have been submitted for a job.
- Ensure all necessary documentation is completed.
- Track the timeline of work through the forms created.
- Avoid searching across multiple modules or reports for related forms.
How This Looks in Practice
Consider Job J00131, a Sales Meeting job.
Under the “Related To” section, three quotation digital forms are shown:
- QT00012 – Rejected / Cancelled
- QT00013 – Rejected / Cancelled
- QT00014 – Accepted
From this view, it is easy to understand the job’s outcome. The customer rejected the quotation twice before finally accepting the third quotation. This gives the team clear visibility into the decision process and the history of discussions, all without opening each form individually.
Nested Digital Forms
Even when creating a digital form inside another digital form, these forms will also appear in the “Related To” section. This ensures that all layers of documentation are visible in one place and no information is missed.
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