{"id":7960,"date":"2021-11-06T15:56:25","date_gmt":"2021-11-06T15:56:25","guid":{"rendered":"http:\/\/3.26.62.22\/?post_type=ht_kb&p=7960"},"modified":"2021-11-06T15:56:47","modified_gmt":"2021-11-06T15:56:47","slug":"job-specification-templates","status":"publish","type":"ht_kb","link":"http:\/\/help.gjgardner.com\/au\/hc\/setup\/job-admin-settings\/job-specification-templates\/","title":{"rendered":"Job Specs"},"content":{"rendered":"

To simplify the process of producing Job Specifications, the system supports Job Specification Templates. These templates allows you to quickly fill out the specification with the required information and select clauses depending on the customer\u2019s preferences.<\/span><\/p>\n\n\n\n

You can manage Job Specification templates and adjust their contents to specific requirements.<\/span><\/p>\n\n\n\n

  1. To manage the Job Specs, on the navigational sidebar, select <\/span>Setup<\/b>.<\/span><\/li>
  2. Once the Setup section expands, select <\/span>Job Admin<\/b>.<\/span><\/li>
  3. On the tabbed menu, select Job Specs<\/b>. Once the page loads, you will see the list of job specification templates, as follows:\"\"<\/li><\/ol>\n\n\n\n

    For each job specification template, you can view its name and the flag that it is default for site inspection.<\/span><\/p>\n\n\n\n

    You can perform the following operations on job specification templates:<\/span><\/p>\n\n\n\n

    • create new job specification templates<\/span><\/li>
    • managing structure of the job specification template<\/span><\/li>
    • edit the existing job specification templates<\/span><\/li>
    • mark the no longer needed job specification templates as deleted<\/span><\/li>
    • undelete the job specification templates<\/span><\/li>
    • clone the existing job specification templates<\/span><\/li>
    • view usage of job specification templates<\/span><\/li><\/ul>\n\n\n\n

      Creating a New Job Specification Template<\/b><\/h3>\n\n\n\n
      1. On the <\/span>Job Specs<\/b> tab, click the <\/span>Create \"\"<\/b> icon.\"\"<\/span><\/li>
      2. On the <\/span>Create Specification Template<\/b> page specify the following information:<\/span>
        \n\n\n\n\n\n
        Specification<\/b><\/td>\nEnter the name of a new job specification template.<\/span><\/td>\n<\/tr>\n
        Text<\/b><\/td>\nEnter the brief description of a new job specification template.<\/span><\/td>\n<\/tr>\n
        Set as default for Site Inspection<\/b><\/td>\nCheck the box to make the current job specification template as default for site inspections in the Sales part of the system.<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/li>
      3. Click <\/span>Process<\/b>.<\/span><\/li><\/ol>\n\n\n\n

        Managing Structure of Job Specification Template<\/b><\/h3>\n\n\n\n

        The job specification template is comprised of paragraphs that can further fall into sections with specific clauses. You can manage the structure of the job specification template as you need and add the required paragraphs and sections.<\/span><\/p>\n\n\n\n

        Creating a new paragraph<\/strong><\/h4>\n\n\n\n
        1. Create a new or edit the existing job specification template.<\/span><\/li>
        2. On the <\/span>Create\/Edit Specification Template<\/b> page, locate the Paragraphs and Sections list.<\/span><\/li>
        3. In the top right part of this list, locate the <\/span>Create new paragraph \"\"<\/b> icon and click it. To the right side of the Paragraphs and Sections list, there appears the area with fields for entering information about a paragraph.<\/span>\"\"<\/li>
        4. Specify information for the paragraph, as follows:<\/span>
          \n\n\n\n\n\n\n\n
          Paragraph is<\/b><\/td>\nSelect the status of the paragraph from the following:<\/span>\n

           <\/p>\n

            \n
          • Optional – can be turned on or off on a Job by Job basis<\/span><\/li>\n
          • Mandatory – must show on every Job<\/span><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
          Title<\/b><\/td>\nEnter the title of the paragraph.<\/span><\/td>\n<\/tr>\n
          Text is<\/b><\/td>\nSelect the status of the paragraph text from the following:<\/span>\n

           <\/p>\n

            \n
          • Optional – can be turned on or off on a Job by Job basis<\/span><\/li>\n
          • Mandatory – must show on every Job<\/span><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
          Text<\/b><\/td>\nEnter the text of the paragraph.<\/span><\/td>\n<\/tr>\n
          Show with warning<\/b><\/td>\nCheck the box to show the current paragraph with a warning.<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/li>
        5. When complete, click <\/span>Process<\/b>.<\/span><\/li><\/ol>\n\n\n\n

          Editing the paragraph<\/strong><\/h4>\n\n\n\n
          1. On the <\/span>Create\/Edit Specification Template<\/b> page, locate the Paragraphs and Sections list.<\/span><\/li>
          2. On this list, locate the paragraph you want to edit.<\/span><\/li>
          3. Select this paragraph.<\/span><\/li>
          4. Update the contents of the paragraph.<\/span><\/li>
          5. When complete, click <\/span>Process<\/b>.<\/span><\/li><\/ol>\n\n\n\n

            Deleting the paragraph<\/strong><\/h4>\n\n\n\n
            1. On the <\/span>Create\/Edit Specification Template<\/b> page, locate the Paragraphs and Sections list.<\/span><\/li>
            2. On this list, locate the paragraph you want to delete.<\/span><\/li>
            3. Hover over the paragraph until the action icons appear.<\/span><\/li>
            4. Click the <\/span>Delete Paragraph \"\"<\/b> icon.<\/span><\/li>
            5. Confirm the removal of the paragraph with all its sections.<\/span><\/li>
            6. When complete, click <\/span>Process<\/b>.<\/span><\/li><\/ol>\n\n\n\n

              Creating a new section<\/strong><\/h4>\n\n\n\n
              1. On the <\/span>Create\/Edit Specification Template<\/b> page, locate the Paragraphs and Sections list.<\/span><\/li>
              2. On this list, locate the paragraph which you want to add a new section into.<\/span><\/li>
              3. Hover over this paragraph until the action icons appear.<\/span><\/li>
              4. Click the <\/span>Create New Section \"\"<\/b> icon.<\/span><\/li>
              5. To the right side of the list, there appears an area with fields for entering information about the section.<\/span>\"\"<\/li>
              6. Specify information for a new section, as follows:<\/span>
                \n\n\n\n\n\n\n\n\n
                Section is<\/b><\/td>\nSelect the status of the section from the following:<\/span>\n

                 <\/p>\n

                  \n
                • Optional – can be turned on or off on a Job by Job basis<\/span><\/li>\n
                • Mandatory – must show on every Job<\/span><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
                Title<\/b><\/td>\nEnter the title of the section.<\/span><\/td>\n<\/tr>\n
                Text is<\/b><\/td>\nSelect the status of the section text from the following:<\/span>\n

                 <\/p>\n

                  \n
                • Optional – can be turned on or off on a Job by Job basis<\/span><\/li>\n
                • Mandatory – must show on every Job<\/span><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
                Text<\/b><\/td>\nEnter the text of the section.<\/span><\/td>\n<\/tr>\n
                Show with warning<\/b><\/td>\nCheck the box to show the current section with a warning.<\/span><\/td>\n<\/tr>\n
                Clauses<\/b><\/td>\nAdd clauses for the section. The user will be able to select the clause from the list of pre-defined variants. For the details on managing clauses, see the section below.<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/li>
              7. When complete, click <\/span>Process<\/b>.<\/span><\/li><\/ol>\n\n\n\n

                Editing the section<\/strong><\/h4>\n\n\n\n
                1. On the <\/span>Create\/Edit Specification Template<\/b> page, locate the Paragraphs and Sections list.<\/span><\/li>
                2. On this list, locate the paragraph which includes the section you want to edit.<\/span><\/li>
                3. To expand the paragraph, click the \"\" <\/span>icon.<\/span><\/li>
                4. Select the section you want to edit.<\/span><\/li>
                5. Make the appropriate modifications in the section.<\/span><\/li>
                6. When complete, click <\/span>Process<\/b>.<\/span><\/li><\/ol>\n\n\n\n

                  Deleting the section<\/strong><\/h4>\n\n\n\n
                  1. On the <\/span>Create\/Edit Specification Template<\/b> page, locate the Paragraphs and Sections list.<\/span><\/li>
                  2. On this list, locate the paragraph which includes the section you want to delete.<\/span><\/li>
                  3. To expand the paragraph, click the \"\" <\/span>icon.<\/span><\/li>
                  4. Hover over the section you want to delete until the action icon appears.<\/span><\/li>
                  5. Click the <\/span>Delete Section \"\"<\/b> icon.
                    <\/span><\/li>
                  6. When complete, click <\/span>Process<\/b>.<\/span><\/li><\/ol>\n\n\n\n

                    Creating a new clause<\/strong><\/h4>\n\n\n\n
                    1. On the <\/span>Create\/Edit Specification Template<\/b> page, locate the Paragraphs and Sections list.<\/span><\/li>
                    2. On this list, locate the paragraph which includes the section you want to add a clause into.<\/span><\/li>
                    3. Select the paragraph and then the section. Below the area with the fields for entering information of the section, there appears a list with clauses.<\/span>\"\"<\/li>
                    4. Select the status of clauses as either Allowed<\/strong> or Not<\/strong> Allowed<\/b>.<\/li>
                    5. Click the <\/span>Create New Clause \"\"<\/b> icon.<\/span><\/li>
                    6. Double-click the row and enter the clause text.<\/span><\/li>
                    7. To enable display of the warning, check the <\/span>Show with Warning<\/b> box.<\/span><\/li>
                    8. When complete, click <\/span>Process<\/b>.<\/span><\/li><\/ol>\n\n\n\n

                      If you deal with multiple clauses, you may need to change their order. Drag the row with the clause to the appropriate position.<\/span><\/p>\n\n\n\n

                      \"\"<\/figure><\/div>\n\n\n\n

                      Editing the clause<\/strong>   <\/strong> <\/span><\/h4>\n\n\n\n
                      1. Select the paragraph and then the section which includes the clause you want to edit.<\/span><\/li>
                      2. Double-click the row with the clause description.<\/span><\/li>
                      3. Update the text of the clause.<\/span><\/li>
                      4. When complete, click <\/span>Process<\/b>.<\/span><\/li><\/ol>\n\n\n\n

                        Deleting the clause<\/strong><\/h4>\n\n\n\n
                        1. Select the paragraph and then the section which includes the clause you want to delete.<\/span><\/li>
                        2. Locate the clause you want to remove.<\/span><\/li>
                        3. Hover over this clause until the action icon appears.<\/span><\/li>
                        4. Click the <\/span>Delete Clause \"\"<\/b> icon.<\/span><\/li>
                        5. When complete, click <\/span>Process<\/b>.<\/span><\/li><\/ol>\n\n\n\n

                          Managing order of paragraphs and sections<\/strong><\/h4>\n\n\n\n

                          You can re-order paragraphs and sections in the job specification template.<\/span><\/p>\n\n\n\n

                          1. On the <\/span>Paragraphs and Sections<\/b> list, locate the paragraph or section which position you want to change.<\/span><\/li>
                          2. Drag the paragraph or section to a new position on the list. This way you can also move the section from one paragraph to another.<\/span><\/li>
                          3. When complete, click <\/span>Process<\/b>.<\/span><\/li><\/ol>\n\n\n\n
                            \"\"<\/figure><\/div>\n\n\n\n

                            Editing the Job Specification Template<\/b><\/h3>\n\n\n\n
                            1. On the list with job specification templates, locate the one you want to edit.<\/span><\/li>
                            2. Hover over the job specification template until the action icons appear.<\/span><\/li>
                            3. Click the <\/span>Edit \"\"<\/b> icon.<\/span><\/li>
                            4. On the <\/span>Edit Specification Template<\/b> page, make the appropriate modifications in the contents or structure of the specification template.<\/span><\/li>
                            5. When complete, click <\/span>Save<\/b>.<\/span><\/li><\/ol>\n\n\n\n

                              Marking the Job Specification Template as Deleted<\/b><\/h3>\n\n\n\n
                              1. On the list with job specification templates, locate the one you want to mark as deleted.<\/span><\/li>
                              2. Hover over the job specification template until the action icons appear.<\/span><\/li>
                              3. Click the <\/span>Delete<\/b> \"\" icon.<\/span><\/li>
                              4. Confirm the operation.<\/span><\/li><\/ol>\n\n\n\n

                                Cloning the Job Specification Template<\/b><\/h3>\n\n\n\n
                                1. On the list with job specification templates, locate the one you want to clone.<\/span><\/li>
                                2. Hover over the job specification template until the action icons appear.<\/span><\/li>
                                3. Click the <\/span>Clone Specification Template \"\"<\/b> icon. The Create Specification Template page opens. Here you will see the entire structure of the source job specification template you cloned.<\/span><\/li>
                                4. Make the appropriate modifications.<\/span><\/li>
                                5. When complete, click <\/span>Save<\/b>.<\/span><\/li><\/ol>\n\n\n\n

                                  Undeleting the Job Specification Template<\/b><\/h3>\n\n\n\n

                                  By default, the system hides all the job specification templates marked as deleted. You need to enable display of specifications templates marked as deleted prior to undeleting them.<\/span><\/p>\n\n\n\n

                                  1. Above the list with job specification templates, locate the <\/span>Show deleted<\/b> toggle.<\/span><\/li>
                                  2. Move the toggle right. Job specification templates marked as deleted will appear on the list. They will be highlighted with the red Deleted label.<\/span><\/li>
                                  3. On the list with job specification templates, locate the deleted specification templates which you want to undelete.<\/span><\/li>
                                  4. Hover over the job specification template until the action icons appear.<\/span><\/li>
                                  5. Click the <\/span>Undelete \"\"<\/b> icon.<\/span><\/li><\/ol>","protected":false},"excerpt":{"rendered":"

                                    To simplify the process of producing Job Specifications, the system supports Job Specification Templates. These templates allows you to quickly fill out the specification with the required information and select clauses depending on the customer\u2019s preferences. You can manage Job Specification templates and adjust their contents to specific requirements. To…<\/p>","protected":false},"author":21,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[216],"ht-kb-tag":[],"class_list":["post-7960","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-job-admin-settings"],"_links":{"self":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb\/7960"}],"collection":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/users\/21"}],"replies":[{"embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/comments?post=7960"}],"version-history":[{"count":1,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb\/7960\/revisions"}],"predecessor-version":[{"id":7961,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb\/7960\/revisions\/7961"}],"wp:attachment":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/media?parent=7960"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb-category?post=7960"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb-tag?post=7960"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}