1. Navigate to the JOBS menu then the Active or Job Orders tab then select NEW JOB ORDER
2. In the NEW JOB ORDER page fill in the basic information
- Client Name
- Contact Name
- Give it a title e.g. "Spring Event" / "ER Position" / "Order for 03/29"
3. In the Order tab select the work location and bill location
- Please note, if the location has already been set for the client, it will automatically populate.
4. Click UPDATE
5. Open the Job Import Template
Paste the Job Order ID into the JobOrderID column
6. Fill in all required/desired columns
7. Save File to File Explorer
8. Navigate to the SETTINGS menu then the Data Import tab
9. Select Job Import a set of jobs into the system (please note that the category selected will highlight blue)
10. Upload file
11. Click NEXT
12. Check for errors
13. Click IMPORT
