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:
- Select the job to open it
- Select the reports icon
- 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:
- Select the plan to open it
- Select a job in the plan
- Select the reports icon
- 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.