Business View ibvJobInstanceWithCats

Description

This view presents the information within view ibvJobInstance joined to standard categorisation for the containing client and job

 

For use by

This view is suitable for any user wanting access to the current status of the jobs with categorisation.

 

Columns

This inherits the columns from the following views:

- ibvClientCategorisation

- ibvJobCategorisation

 

InternalId

Internal identifier of the job instance - see idvJobInstance

ClientObjectType

Object type of the client (personal, business, or trust) for whom the work is done - see idvJobInstance  

ClientInternalId

Internal identifier of the client for whom the work is done - see idvJobInstance

PeriodStart

Start date for period covered (if relevant) - see idvJobInstance

PeriodEnd

End date for period covered (if relevant) - see   idvJobInstance

StatutoryDeadline

Any associated statutory deadline - see idvJobInstance

ScheduledStart

Scheduled start date - see idvJobInstance

ScheduledComplete

Scheduled completion date - see idvJobInstance

CompletionLoggedBy

Internal identifier of staff member who logged job completion - see idvJobInstance

CompletionLogged

Date completion of job logged - see idvJobInstance

Status

Status as recorded on the job instance table itself - see  idvJobInstance

StageInternalId

The internal identifier of the latest completed job stage (if any)

TemplateInternalId

Internal identifier of the template (the originating profile) the job stage is derived from (if any)

StageDue

Any due date marked on the latest completed job stage (if any)

StageCompleted

Date the latest completed job stage was marked completed (if any)

WhoCompletedStage

Internal identifier of staff member who marked the latest completed job stage as completed (if any).

StageDescription

The description of the latest completed job stage (if any). If there is none then this will be 'No stages complete'

StageSequence

The sequence number of the latest completed job stage (within the job profile). If there is no completed job stage this is zero.

SortableDescription

The description of the latest completed job stage preceded by the stage sequence number (so that the column can be meaningfully used for sorting on)

JobStatus

The deduced status of the job:

  • Job completed = Entire job instance has been marked complete

  • As latest job stage = The user visible description of the latest completed job stage

  • Scheduled = Job has been marked as scheduled

  • Planning = Job has been marked as in planning

  • Pending = No job stages yet completed and no further information on job

JobStatusLogged

If the job has been completed, or has a valid latest stage complete, then this is the date logged against the status

JobStatusLoggedBy

If the job has been completed, or has a valid latest stage complete, then this is internal identifier of the staff member who logged the status

ToDoInternalId

Internal identifier of any 'to do' item present. You can use the fact that this is not null as criteria for the existence of a 'to do' item.

ToDoSubject

Subject text for any 'to do' present

ToDoPriority

Priority text for any 'to do' present (see idvToDo)

ToDoStatus

Status of any 'to do' present (see idvToDo)

ToDoDue

Due date of any 'to do' present

ToDoAssigned

When any 'to do' present was assigned

ToDoAssignedTo

Identifier of staff member any 'to do' present is assigned to

ToDoAssignedToName

Name of staff member any 'to do' present is assigned to

ToDoAssignedBy

Identifier of staff member who assigned any 'to do' present

ToDoAssignedByName

Name of staff member who assigned any 'to do' present

ToDoCompleted

When any 'to do' present was completed

ToDoStatusSet

When the latest status was set on any 'to do' present

ToDoStatusSetBy

Identifier of staff member who set the latest status on any 'to do' present

ToDoStatusSetByName

Name of staff member who set the latest status on any 'to do' present

 

This view is directly inherited by the following views: