TRACSYS WORK and JOB RECORDS

Work Records contain all the details of the work and jobs you have done, are doing or have planned or booked for your clients.
Using the Work Records List view, you may sort and select your work and job records by various parameters from pull-down lists. Double-clicking on a name will cause it to be displayed on the Work Record Detail screen for closer examination or editing.

Work Records List View
(some details have been obscured for privacy reasons)

The work Record Detail screen enables the recording of all the likely information that you require in your Work and Job records.
Date & Time of creation of the record are created automatically (but may be amended).
Your staff contact responsible for the record can be selected.
Call Type (e.g. contracted, ad-hoc etc) may be selected from a user-defined list.
Priority (e.g. emergency, urgent, routine etc) may be selected from a user-defined list.
A Reference (as well as an automatic unique identifier) may also be generated.
The Site Adddress and the Owner Address (where different) can be selected.
A Reason Code for the call can be selected from a user-defined list.
A Free Text Description can be added where required.
Call Status History  can be created and added to, to give a complete account of the sequence of events to be recorded during the life cycle of the job.
A Work Sheet can be printed from this screen, or previewed if required.

Creating a record in the Work Record Detail screen
(some details have been obscured for privacy reasons)

Work Sheet (Preview)
(some details have been obscured for privacy reasons)

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