Jobs

As part of the system setup, you need to create a job record for each job that you will be tracking in the system. A job is a generic term, which can refer to a project, process or any other term used to group documents.

You could use the job ID to indicate the department and job category within a department. Some companies refer to job IDs as processes. Job IDs (or process IDs) can be as specific or general as you need.

If you have an existing ID system for jobs, it is recommended that you use the same system within TMS. If you do not currently have an ID scheme, make sure that you develop one that is consistent. When users are searching for job records, a consistent ID scheme will make it easier to use IDs as search criteria.

When searching for jobs, the following filters are available:

  • Name
  • Job Number
  • Description
  • Location
  • Active

The following topics are included in this section:

 

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