How to Create a Reactive Job

How to Create a Reactive Job

A reactive job can be created in either of the following ways:

• Click the + icon and select Work Order.

• Go to the Reactive Jobs page and click + Work Order.

1. Overview

Enter the job details:

• Title

• Description

• PM (optional)

• Specifications

• Category

• Priority

• Target Attendance date and time

• Job Tags (optional)

• External Notes (optional)

Tip: Enter the job description and click Auto Fill to automatically generate the title and select the relevant category.

2. Client & Site

• Select the Client.

• Select the Site.

• Select any relevant Assets (optional).

• Create a Visit (optional).

You can also add a new client or site if it is not available in the list.

3. Supplier/Worker Assignment

This stage is optional. You can:

• Assign the job to a supplier.

• Assign the job directly to a worker.

• Send a request to a supplier asking them to accept the job.

4. Notes

Add any relevant internal notes or additional job information. This stage is optional.

Note: Stages 3 and 4 will remain locked until all mandatory information in stages 1 and 2 has been completed.

Once all required information has been entered, click Save & Close to create the job.