Entering user-defined fields in jobs


When you are working on a job record, you can easily make entries for any user-defined field that is set up for jobs. The following steps assume that you have already created the job record for which you wish to enter user-defined field values.

To enter user-defined field values in a job record

  1. From the JAMIS Administration home page > Setup tab, under Master Files, click Jobs. Or, from the top of any JAMIS Administration screen, click Master Files > Jobs. The Job Master screen appears.

  2. In the Filters section, enter one or more search criteria for the job for which you wish to enter user-defined field values. Your filter choices are: job number, short description, org9, manager, status.

  3. Click Retrieve to list job records that match the criteria you entered. The results appear in the bottom section of the screen.

  4. If needed, scroll to find the job for which you wish to enter user-defined field values. JAMIS displays the records in ascending order by job number. You can sort the list differently by clicking the appropriate column heading once or twice.

  5. Click Edit to the left of the job for which you wish to enter user-defined field values.

  6. Click the User-Defined Fields button. The User-Defined Fields screen appears.

  7. Make entries to user-defined fields as needed. Depending on the setup for a user-defined field, you may be able to enter text, enter a number including decimals, select a value from a dropdown list, click a check box on or off, or enter a date or click html/calendar_arrow.gif to the right of the field to select a date. Some fields may be required.

  8. Click OK. The Job Master screen reappears. The User-Defined Fields button image changes to indicate that you have made entries to user-defined fields for this job.

  9. Click Update. This step is required to commit to the database your user-defined field entries for the job.