Base View idvJobTemplate

Description

This view exposes the rows in ISOL1431 that represent templates for job stages.

 

The 'applies to' columns take due account of the progression property of the corresponding job type when deciding if a stage is appropriate to a particular client type (that is, the appropriateness of the job type takes precedence over the individual exclusion flags).

The current practice suite does not allow explicit exclusion of LLPs and charities. Thus - all stages of jobs appropriate to businesses are allowed for LLPs and charities.

This view does not align with the practice suite in this respect. LLPs are taken to behave as partnerships, incorporated charities are taken to behave as limited companies and unincorporated charities are taken to behave as 'other businesses'. This should be re-visited if, and when, the practice suite allows greater control in this area.

 

Type = Base view suitable for advanced end user use

 

Columns

InternalId The job template internal Id for table ISOL1431
JobTypeInternalId The internal id of the job type that this template is for
SequenceNo Gives the order for templates within the job type
Description User visible description
AppliesToPersonal 'Y' if stage applies to personal clients else 'N'
AppliesToTrades 'Y' if stage applies to sole trades else 'N'
AppliesToPartnerships 'Y' if stage applies to partnerships else 'N'
AppliesToLtd 'Y' if stage applies to limited companies else 'N'
AppliesToOthers 'Y' if stage applies to businesses of type 'other' else 'N'
AppliesToTrusts 'Y' if stage applies to trusts else 'N'
AppliesToLLPs 'Y' if stage applies to LLPs else 'N'
AppliesToIncCharities 'Y' if stage applies to incorporated charities else 'N'
AppliesToUnincCharities 'Y' if stage applies to unincorporated charities else 'N'
CompletionStage 'Y' if completion of this stage implies completion of the job - else 'N'
DueDateBase

The base date relative to which the due date for completion is calculated

  • SS = offset is relative to job instance scheduled start date
  • PE = offset is relative to job instance period end date
  • JS = offset is relative to date job stage derived from DueRelativeTemplate was completed
  • DL = offset is relative to statutory deadline
  • SE = offset is relative to job instance scheduled end date
  • NA = no due date calculated
DueRelativeTemplate if DueDateBase = 'JS' then this is the internal identifier of the template stage that the due date is to be calculated relative to
DueDateOffset The number of days after the due date base that the derived job stage becomes due for completion

 

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