Manage job document types
IT Manager Practice Admin
Job Document Types are used to categorise documents attached to a job. They can be used for reporting and filtering purposes. They also allow default settings to be applied to the document based on the type selected.
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Select Admin > Categories from the menu.
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Select Main Categories from the list, then select Job Document Types.
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Click Add. From the Details section, complete as follows:
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JodDocTypeid - auto populates if left blank.
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Job Document Type - enter a description which is displayed when the job document type is selected from a list.
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Document Description - enter any default text that will be displayed in the Description field when a document is attached to the job.
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Set the default status of the Roll Document to next job and Delete Document when job is Closed checkboxes that are displayed when the document is added. Ensure that the Allow Roll Override or Allow Delete Override check boxes are not selected if you don't want them to be edited.
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Enter the number of days that the document should be kept for in Retention Days.
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Ensure that Active is selected if you want the document type to be immediately available.
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Click Save to add the document type.