- Log in to the web app.
- Navigate to the “Jobs” section in the menu on the left.
- Click on the “Create” Job button.
- Enter the Job Name, a unique Job Number, Site where the job is to be performed, asset if applicable and a Description for the job.
- Optionally, set a Schedule for the job by specifying a start date and end date, or schedule it for regular intervals if it’s a repeated task.
- (Optional) Add an Attachment if you want to include any supporting documents.
- Click on the “Add” button to include Activities within the job.
- On the Activity page, navigate between All published checklists, SOPs, and the Library tabs to select the desired activities and save them to the job.
- Optionally, add Sections to the activities to mark milestones or stages. All relevant activities within a stage can be listed together to track progress
- Arrange the sequence of activities by dragging and dropping them as needed.
- If an activity needs to be undertaken on a specific date, schedule it accordingly.
- Assign individual activities to users or groups as necessary.
- Alternatively, assign the entire job to individuals or groups for bulk assignment of all activities.
