Legacy How-To

Edit a Shift/Job
1. Click on the JOBS menu you will be redirected to the Active tab 2. Use the Simple or Advanced filters to select for desired job/shift then click GO 3...
Fri, 5 Apr, 2019 at 3:34 PM
Create Internal Order and Job Notes
1. Either open an existing order or create new 2. Select the Note icon 3. Type in Note(s) 4. Select ADD  5. The internal note will be added at the...
Wed, 7 Apr, 2021 at 9:23 AM
Publish Orders or De-Publish Orders
To unpublish a job is to allow for changes such as but not limited to moving assigned crew members from one job to another within the same order, changing t...
Mon, 1 Mar, 2021 at 1:16 PM
Create Job Schedule
1. Create the order 2.  Complete the Job Quick Edit 3. Click UPDATE to save and stay 4. Click on the pencil in the job 5. Select Schedule 6. ...
Mon, 1 Mar, 2021 at 10:56 AM
Create Jobs by Calendar
1. Create the foundation of the order 2. Click Job Quick Edit  2. Select Position/Skill 3. Select Position Count 4. Click Create Job by Calendar ...
Mon, 1 Mar, 2021 at 10:58 AM
View Job as a Crew Member
1. Click on JOBS you will be redirected to the Active tab 2. Select the shift/job's tribar 3.  Select View Job 4. You will be directed to the J...
Mon, 1 Mar, 2021 at 8:49 AM
Admin Reassignment on Job
1. Navigate to the Edit Job Details Page then select Assigned To 2. Select specific administrator(s) to Assign to Job then you will be able to change the...
Fri, 19 Mar, 2021 at 9:56 AM
Change Geo-Fencing Radius in Job
1. Navigate to the Edit Job Detail page then select the gear icon 2. Type in new increment in the GEO-Fencing field then select SAVE 3. Select UPDATE ...
Mon, 8 Mar, 2021 at 11:30 AM
Create a Recurring Order
A Recurring Job Order is a job order/job which is set to automatically repeat for the same client based on a pattern you create. Recurring Jobs are used...
Thu, 25 Feb, 2021 at 9:31 AM
Job Linking
Job linking is used when the administrator needs the same crew member to show interest in multiple jobs that are not in a sequential date range or may have ...
Thu, 16 Apr, 2020 at 10:10 AM