Edit job states

Step 2: Job settings

Job states are used to determine the stages a job will progress through from start to finish. It helps you manage and track jobs, and easily identify if there is a hold up or if a job is going to miss its due date.

Key Learning Points

  • Job states help you track the progress of a job from start to finish. For example a job can be Planned, On Hold or In Progress.
  • When you first log in to your Practice Manager account, you will see a list of default job states. You can rename, edit or delete existing states. Then decide if you want to add additional states, to better track the progression of a job from start to finish.

Tips & Tricks

  • Keep it simple by not creating too many job states. As a rule of thumb keep it under 10, otherwise job tracking may get a bit confusing.
  • Consider numbering your job states, to better identify where individual states fit into the job cycle. For example: 1. Not started, 2. Planned, 3. In Progress.
  • Let your staff members know what each job state represents and when to apply it in a job.
  • Encourage staff members to keep job states up-to-date so you always have an accurate view of how your jobs are progressing.

What should I do now?

  • Review the default job states in your system.
  • Edit or rename default job states, if required.
  • Add more job states, if required.
  • Place job states in the correct order.
  • Proceed to the next tutorial: Review and edit job templates