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Version 1.0
Created: 10 June 2024
Updated: 30 December 2024

How to Add New Job?

*Note: In your system, Job may have been renamed to other (i.e Task, Ticket, Deal, etc.)

Navigate to the section by clicking it.

Mobile Version

  1. At the mobile app’s navigation bar, go to Schedule.

    Add New Job Mobile Step 1

  2. Click on the “+” button to add new job.

    Add New Job Mobile Step 2

    *Note: If you do not see a “+” button, you may need to request permission or help from your Admin to register new job.

  3. Select the job category.

    Add New Job Mobile Step 3

    *Note: Please select the correct job category before proceeding. Different categories may have different requirements for different purposes.

  4. Fill out the details of the new job. Available fields may differ depending on your company’s system setup.

    Field Name Description
    Category* Classifies the type of job.
    Status* Indicates the current status of the job.
    Select Customer Choose a customer from those registered in the system. After selecting Customer, you will be asked to select Project under that Customer.
    Select Asset Choose an asset from those registered in the system.
    Start End Date* The date range when the job is planned to start and end.
    Recurrent Job Indicates if the job recurs.
    Assigned To The user responsible for the job.
    Reminder Set a reminder for the job.
    Description Detailed description of the job.
    Attachment (Document or Receipt) Upload any relevant documents or receipts.

    *Note: Fields marked with an asterisk ( * ) are required.

    Add New Job Mobile Step 4

  5. Click on the “Save Job” button.

    Add New Job Mobile Step 5

  6. The new job has been saved successfully when this prompt appears.

    Add New Job Mobile Step 6



Desktop Version

  1. At the desktop site’s navigation bar, go to Business Management > Schedule > Job Schedule.
    Add New Job Here: https://system.caction.com/activity/scheduler

    Add New Job Step 1

  2. Click on the “+” button to add new job.

    Add New Job Step 2

    *Note: If you do not see a “+” button, you may need to request permission or help from your Admin to register new job.

  3. Select the job category.

    Add New Job Step 3

    *Note: Please select the correct job category before proceeding. Different categories may have different requirements for different purposes.

  4. Click on the “SAVE” button.

    Add New Job Step 4

  5. Fill out the details of the new job. Available fields may differ depending on your company’s system setup..

    Field Name Description
    Select Job Category* Classifies the type of job.
    Status* Indicates the current status of the job.
    Select Customer Choose a customer from those registered in the system. After selecting Customer, you will be asked to select Project under that Customer.
    Select Asset Choose an asset from those registered in the system.
    Job Start End Date* The date range when the job is planned to start and end.
    Recurrent Job Indicates if the job recurs.
    Assigned User The user responsible for the job.
    Reminder Set a reminder for the job.
    Description Detailed description of the job.
    Attachment (Document or Receipt) Upload any relevant documents or receipts.

    *Note: Fields marked with an asterisk ( * ) are required.

    Add New Job Step 5

  6. Click on the “Save Job” button.

    Add New Job Step 6

  7. Click “OK” and the new job has been saved successfully.

    Add New Job Step 7




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