Job folders

		Specify the folders that will store a record of the jobs created in the Customer Service Management module.
		Show me
		At a simple level you may only need one folder, perhaps called Jobs, and all jobs are logged within it. Larger organisations may require multiple job folders, in which case you can direct jobs into the right folder by associating job folders with either Asset categories or Job types. Job folders should ideally be in the root of the filing system because when you create new jobs they will be stored in a Year / Month / Day sub-folder which is created at the time of logging the job.
		To add a job folder
		Click the Add button
		Search for a Normal folder (The folder must already exist. Duplicates are not allowed)
		To delete a job folder
		Select the folder you want to exclude
		Click the Delete button
		Note The folder is not deleted from the database, only removed from this list.
		Setting the default job folder
		When you create a new job and have multiple job folders set, but none of the folders are specifically associated with the Asset category or Job type, then the job folder at the top of the list is selected as the default.
		Click the Make this the default button
		Next job number
		Shows the next job number that will be created in the selected Job folder. If you alter this value, make sure you only edit it to a higher value than it already is otherwise you will create duplicate job numbers. When you change the Next job number it is changed globally for all users.
		Job number prefix
		Allows you to set up to a 5 letter prefix for the job numbers. You may wish to identify jobs of a certain type by prefixing them with a code, and the prefix accomodates this. For example:
		Prefix EL MEC REP	Meaning Electrical job Mechanical job Repair job
		When you change the Job number prefix it is changed globally for all users.
		Association
		This lists all current Asset categories and Job types. You can associate any item in the list with the selected Job folder.
		Select a Job folder from the list
		Choose an Association
		Scenario one: You have five categories of Assets; Televisions, Videos, Washers, Vacuums and Toilets. You could associate them with Job folders in the following way:
		Asset category Televisions Videos Washers Vacuums Toilets	Create job in Electrical Jobs Electrical Jobs Plumbing Jobs Electrical Jobs Plumbing Jobs
		Show me where to add Asset Categories
		Scenario two: You have three types of Jobs: Electrical, Mechanical and Repair. You could associate them with Job folders in the following way:
		Job type Electrical Mechanical Repair	Create job in Installation Jobs Installation Jobs Servicing Jobs
		Show me where to add Job Types
		Note Changes made in this section will affect all users.
		Related topics Customer Service Management: An overview, Paths