Creating job sheets and reports

Once a job or plan has been created in the jobs module, you can create a worksheet for the job or plan.

To create a job worksheet (all users)

From the jobs module:

  1. Select the job to open it
  2. Select the reports icon
  3. Select ‘Job Worksheet’

A summary screen will confirm that the report has been created. Select View and the report will open in a new tab.

To create a plan worksheet (Gatekeeper Express Plus and Advanced users only)

From the jobs module:

  1. Select the plan to open it
  2. Select a job in the plan
  3. Select the reports icon
  4. For a worksheet for the whole plan, select ‘Plan Worksheet’. For a worksheet for the single job, select ‘Job Worksheet’.

A summary screen will confirm that the report has been created. Select View and the report will open in a new tab.

For information on adding job details, see Entering work details.

Job sheets will display a LERAP category for appropriate products; for more information see LERAP information.