Difference between revisions of "Jobs list"
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By default, you can see all the jobs in your database, 50 per page. If you want to hide or display some jobs from the list, you may apply filters. | By default, you can see all the jobs in your database, 50 per page. If you want to hide or display some jobs from the list, you may apply filters. | ||
| − | You can hide or display filter fields by | + | You can hide or display filter fields by clicking the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner: |
| − | [[File: | + | [[File:Jobs page filters.png|border|1000px]] |
| − | So you can enter the data into the appropriate fields and | + | So you can enter the data into the appropriate fields and click '''"Apply"'''. |
If the filter is applied, the header turns blue: | If the filter is applied, the header turns blue: | ||
| Line 25: | Line 25: | ||
[[File:14.png|border|900px]] | [[File:14.png|border|900px]] | ||
| − | You may hide the filter interface by | + | You may hide the filter interface by clicking the [[File:Blue arrow.jpg|border|25px]] button. |
<span style="color:red">'''Note''':</span> The hidden filter remains activated. | <span style="color:red">'''Note''':</span> The hidden filter remains activated. | ||
| − | You can expand the hidden filter back by | + | You can expand the hidden filter back by clicking [[File:Blue arrow.jpg|border|25px]] again. |
<span style="color:red">'''Note''':</span> The applied filter is remembered, so it will remain even if you leave the page. | <span style="color:red">'''Note''':</span> The applied filter is remembered, so it will remain even if you leave the page. | ||
| − | To inactivate the filter, | + | To inactivate the filter, click the '''"Clear"''' button. |
The header color will turn to gray, which means that no filter is not applied: | The header color will turn to gray, which means that no filter is not applied: | ||
| Line 41: | Line 41: | ||
=='''Job filters description''' == | =='''Job filters description''' == | ||
| − | *''' | + | *'''Legal entity''' — displays only the jobs with the specified legal entity. |
| − | *'''Job | + | *'''Job code''' — displays only the jobs with the codes containing the entered symbols sequence. |
| − | *''' | + | *'''Job name''' — displays only the jobs with the name containing the specified text. |
| − | *''' | + | *'''Job tag (all)''' — displays only the jobs with the specified job tags. This filter uses the "and" principle (for instance, if 2 job tags are entered, jobs with both tags will be displayed). |
| − | *''' | + | *'''Job tag (any)''' — displays only the jobs with the specified job tags. This filter uses the "or" principle (if several job tags are entered, jobs with at least one tag will be displayed). |
| − | *''' | + | *'''Service''' — displays only the jobs with the selected service. |
| − | *''' | + | *'''Language pair''' — displays only the jobs with the selected language pair. |
| − | *''' | + | *'''Specialization''' — displays only the jobs with the defined specialization. |
| − | *''' | + | *'''Statuses''' — displays only the jobs with the specified status (Draft, Offered to vendor, Offer rejected, Offer accepted, Started, Completed, Completion accepted, Completion rejected, Canceled, On tender). |
| − | |||
| − | *''' | + | *'''Primary manager''' — displays only the jobs issued by a specific primary manager. |
| − | *''' | + | *'''Client''' — displays only the jobs for a specific client. |
| − | *''' | + | *'''Client tag (all)''' — displays only the jobs with the specified client tags. This filter uses the "and" principle (for instance, if 2 client tags are entered, jobs with both tags will be displayed). |
| − | *''' | + | *'''Client tag (any)''' — displays only the jobs with the specified client tags. This filter uses the "or" principle (if several client tags are entered, jobs with at least one tag will be displayed). |
| − | *''' | + | *'''Vendor''' — displays only the jobs fulfilled by the selected vendor. |
| − | *''' | + | *'''Vendor types''' — displays only the jobs fulfilled by vendors of selected types. |
| − | *''' | + | *'''Vendor tag (all)''' — displays only the jobs with the specified vendor tags. This filter uses the "and" principle (for instance, if 2 vendor tags are entered, jobs with both tags will be displayed). |
| − | *''' | + | *'''Vendor tag (any)''' — displays only the jobs with the specified vendor tags. This filter uses the "or" principle (if several vendor tags are entered, jobs with at least one tag will be displayed). |
| − | *''' | + | *'''Assigned to vendor''' — displays only the assigned or unassigned jobs in accordance with the filter value applied (Yes, No). |
| − | *'''Has payables''' | + | |
| + | *'''Note''' — displays only the jobs with notes containing the specified symbols combination. | ||
| + | |||
| + | *'''Created by''' — displays only the jobs which were created within the specified period of time. | ||
| + | |||
| + | *'''Creation date''' — displays only the jobs which were started within the specified period of time. | ||
| + | |||
| + | *'''Deadline date''' — displays only the jobs with deadlines within the specified period of time. | ||
| + | |||
| + | *'''Start date''' — displays only the jobs which were started within the specified period of time. | ||
| + | |||
| + | *'''Completion date''' — displays only the jobs which were completed within the specified period of time. | ||
| + | |||
| + | *'''Completion accepted date''' — displays only the jobs which were accepted by the manager within the specified period of time. | ||
| + | |||
| + | *'''Overdue''' — displays due or overdue jobs in accordance with the filter value applied (Yes, No). | ||
| + | |||
| + | *'''Free of charge''' — displays jobs marked or unmarked as free of charge in accordance with the filter value applied (Yes, No). | ||
| + | |||
| + | *'''Has payables''' — displays only the jobs with or without payables entered in accordance with the filter value applied (Yes, No). | ||
=='''Open jobs, vendor profiles, and projects'''== | =='''Open jobs, vendor profiles, and projects'''== | ||
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[[File:Job list.png|border|1000px]] | [[File:Job list.png|border|1000px]] | ||
| + | |||
| + | =='''Batch actions'''== | ||
| + | |||
| + | You can use batch actions on the '''Jobs''' page to offer multiple jobs to assigned vendors, start, cancel or change jobs' status to "Draft", and accept completed jobs. | ||
| + | |||
| + | To use batch actions, select the needed jobs first: | ||
| + | |||
| + | [[File:Batch actions.1.png|border|1070px]] | ||
=='''Export'''== | =='''Export'''== | ||
| − | You can export all the displayed table of jobs to Excel by | + | You can export all the displayed table of jobs to Excel by clicking '''"Export to Excel"''' button over the upper right corner of the table: |
[[File:Job export to excel.png|border|1000px]] | [[File:Job export to excel.png|border|1000px]] | ||
<span style="color:red">'''Note:'''</span> The exported file will contain the filtered records from all the pages of the table, not just the ones displayed on the first page. | <span style="color:red">'''Note:'''</span> The exported file will contain the filtered records from all the pages of the table, not just the ones displayed on the first page. | ||
Latest revision as of 10:07, 7 September 2022
Jobs list page: http://cloud.protemos.com/job/index
On the Jobs page you can:
— View all vendor jobs for all projects.
— Search vendor jobs with filters.
— Open each job, related project, and vendor profile for reviewing or editing.
— Export all the displayed table of jobs to Excel.
Contents
Search jobs with filters
By default, you can see all the jobs in your database, 50 per page. If you want to hide or display some jobs from the list, you may apply filters.
You can hide or display filter fields by clicking the 
button in the upper right corner:
So you can enter the data into the appropriate fields and click "Apply".
If the filter is applied, the header turns blue:
You may hide the filter interface by clicking the 
button.
Note: The hidden filter remains activated.
You can expand the hidden filter back by clicking again.
Note: The applied filter is remembered, so it will remain even if you leave the page.
To inactivate the filter, click the "Clear" button.
The header color will turn to gray, which means that no filter is not applied:
Job filters description
- Legal entity — displays only the jobs with the specified legal entity.
- Job code — displays only the jobs with the codes containing the entered symbols sequence.
- Job name — displays only the jobs with the name containing the specified text.
- Job tag (all) — displays only the jobs with the specified job tags. This filter uses the "and" principle (for instance, if 2 job tags are entered, jobs with both tags will be displayed).
- Job tag (any) — displays only the jobs with the specified job tags. This filter uses the "or" principle (if several job tags are entered, jobs with at least one tag will be displayed).
- Service — displays only the jobs with the selected service.
- Language pair — displays only the jobs with the selected language pair.
- Specialization — displays only the jobs with the defined specialization.
- Statuses — displays only the jobs with the specified status (Draft, Offered to vendor, Offer rejected, Offer accepted, Started, Completed, Completion accepted, Completion rejected, Canceled, On tender).
- Primary manager — displays only the jobs issued by a specific primary manager.
- Client — displays only the jobs for a specific client.
- Client tag (all) — displays only the jobs with the specified client tags. This filter uses the "and" principle (for instance, if 2 client tags are entered, jobs with both tags will be displayed).
- Client tag (any) — displays only the jobs with the specified client tags. This filter uses the "or" principle (if several client tags are entered, jobs with at least one tag will be displayed).
- Vendor — displays only the jobs fulfilled by the selected vendor.
- Vendor types — displays only the jobs fulfilled by vendors of selected types.
- Vendor tag (all) — displays only the jobs with the specified vendor tags. This filter uses the "and" principle (for instance, if 2 vendor tags are entered, jobs with both tags will be displayed).
- Vendor tag (any) — displays only the jobs with the specified vendor tags. This filter uses the "or" principle (if several vendor tags are entered, jobs with at least one tag will be displayed).
- Assigned to vendor — displays only the assigned or unassigned jobs in accordance with the filter value applied (Yes, No).
- Note — displays only the jobs with notes containing the specified symbols combination.
- Created by — displays only the jobs which were created within the specified period of time.
- Creation date — displays only the jobs which were started within the specified period of time.
- Deadline date — displays only the jobs with deadlines within the specified period of time.
- Start date — displays only the jobs which were started within the specified period of time.
- Completion date — displays only the jobs which were completed within the specified period of time.
- Completion accepted date — displays only the jobs which were accepted by the manager within the specified period of time.
- Overdue — displays due or overdue jobs in accordance with the filter value applied (Yes, No).
- Free of charge — displays jobs marked or unmarked as free of charge in accordance with the filter value applied (Yes, No).
- Has payables — displays only the jobs with or without payables entered in accordance with the filter value applied (Yes, No).
Open jobs, vendor profiles, and projects
You can go to a job, related project, vendor profile and click on the job tag to view all jobs with this tag right from the Jobs page by clicking the corresponding codes:
Batch actions
You can use batch actions on the Jobs page to offer multiple jobs to assigned vendors, start, cancel or change jobs' status to "Draft", and accept completed jobs.
To use batch actions, select the needed jobs first:
Export
You can export all the displayed table of jobs to Excel by clicking "Export to Excel" button over the upper right corner of the table:
Note: The exported file will contain the filtered records from all the pages of the table, not just the ones displayed on the first page.
