Job Status And Milestones

3.4 Job Status & Milestones. Version 1.0. Last updated June 2025

Job Status and Milestones

From the main menu select Jobs. Locate the relevant job you wish to update the Job Status for, and click to open the job.

Job Status and Milestone Tracking are visible within the Job Overview

The Job Status is located in the top right-hand corner of the job screen. The Job Status is always visible on any job screen you navigate through to.

 You may change the status to the next step in the job workflow by selecting the right arrow button. 

This will give you a list of available statuses, depending on how the workflow has been set up you may only have one or two options.

 You can use the left arrow if you need to go back to a previous status.

Select the required status. The Change Job Status pop up will appear.

 You can use the drop down to change the job Assigned.

You can create a Reminder for a staff member using the drop down.

 Use the Note box for information regarding why the status is changing.

 Click Change Status Button.

The Job Status will now be updated in the top right-hand corner of the screen.

The History will also log the change with Date and Time, and what the change was 

i.e. First Visit Reported to Technical Review.

Note: If the status does not update automatically, you may need to refresh your screen