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Canned Jobs

Canned jobs save you time in entering data into orders by grouping together parts and labor operations which are used in combination with one another. For example, you might want to set up a canned job consisting of the parts and labor operations you would use to perform a tune-up. The Canned Job List is also where you select Canned Jobs to be added to Manager Orders.

The Canned Job List is also where you create and manage canned jobs.

Selecting a Canned Job to add to a Manager Order

The Canned Jobs button appears in the various Manager order panels (Quick Estimate, Repair Order, Revision, etc.). Selecting this button opens the Canned Job list, from which you can select a canned job to transfer to your order. The canned job search facility allows you to quickly locate a canned job specific to the vehicle you are working with.

You can also right-click on the grid area of an order panel to display a quick menu of canned jobs. (See Quick Canned Jobs).

To transfer a canned job to a Manager Order:

1. Select the Canned Jobs button in a Manager order.

The Canned Jobs dialog box appears. If you have already selected a vehicle, Year, Make, and Model information displays automatically. You can use the Clear button, if desired, to clear vehicle information.

2. (OPTIONAL) Select a Category, Job #, or Description.

3. Select the Search Icon to begin a search of the available canned jobs based upon the criteria you have entered.

The grid portion of your display lists those canned job records that match your request.

4. Click your mouse pointer on the canned job you wish to select.

5. Select Transfer.

The canned job is transferred to your order.

Adding, Editing, Deleting Canned Jobs

You can select Canned Jobs from the Utilities menu to create new canned jobs or to work with existing canned jobs.

To open the Canned Job List:

 Select Canned Jobs from the Utilities menu.

 The Canned Job List dialog box displays. 

The Canned Job List dialog box is designed to allow you to Add, Copy, Edit, or Delete a canned job from the Manager database.

Quick Canned Jobs

You can add canned jobs to a Quick Canned Jobs List that you can access by right-clicking in the Order Panel.

Copying an Existing Canned Job

Rather than creating a canned job from scratch, you can save time by copying an existing canned job and simply changing those data fields that are different. For example, a canned job for an oil change for a Ford Mustang might be identical to a canned job for an oil change for a Ford Probe. Rather than enter both jobs twice, it would be less time-consuming to enter the job once, copy it, and change the vehicle.

To copy an existing canned job: 

1. Select Canned Jobs from the Utilities menu.

The Canned Job List dialog box appears.

2. Type, or select from a pull-down list, identifying information for the canned job (as known):

3. Select the Search icon. 

The Canned Job List displays the jobs which match your request.

4. Select the Canned Job which you wish to copy by clicking on it with your mouse pointer. 

5. Select Copy.

 A dialog box asks you to enter a new job number.

6. Type in a unique job number. (up to 20 digits)

7. Select OK.

The Canned Job List dialog box appears with the new canned job number added.

Edit the new canned job, as necessary, by completing the Editing an Existing Canned Job procedure.


 

 Editing an Existing Canned Job

You may need to make a change to an existing canned job you have just copied or may need to change a canned job for some other reason.  This procedure details the steps for editing an existing Canned Job.

To edit an existing canned job: 

1. Select Canned Jobs from the Utilities menu.

The Canned Job List dialog box appears.

2. Type, or select from a pull-down list, identifying information for the canned job (as known).

3. Select the Search icon.

The Canned Job List displays the canned jobs which match your request.

4. Select the Canned Job you wish to edit by clicking on it with your mouse pointer.

5. Select Edit. 

The Canned Jobs dialog box appears with the information from the selected canned job displayed in the appropriate fields. 

6. Make any changes necessary.

7. Select OK.

Your edits are saved and you are returned to the Canned Job List dialog box.

 

 Deleting a Canned Job

As a general housekeeping function, you will want to regularly delete canned jobs which are obsolete or for some reason unneeded.

To delete a canned job: 

1. Select Canned Jobs from the Utilities menu.

The Canned Job List dialog box appears.

2. Type, or select from a pull-down list, identifying information for the canned job (as known).

3. Select the Search icon.

The Canned Job List displays the part(s) which match your request.

4. Select the canned job which you wish to delete by clicking on it with your mouse pointer.

5. Select Delete.

A dialog box asks you to confirm your deletion.  

6. Select Yes.

The canned job is removed from the Manager database.