Adding a Job to an existing Assignment
How to Add a Job to an existing Assignment
Adding a job to an existing assignment
Occasionally you will need to add a job to an assignment template that has previously been added to a client. This can either be done through a bulk update in the global Assignments search screen (accessed from the Toolbar) or from the Assignments tab within a client record.
Note: Adding a job to an assignment is dependent on the job mode that has been selected within File > Maintenance > Assignment > Job Mode. Please see your system administrator for further information on this.
Adding a job within a client record
To add a job to assignment from within a client record:
- Select the client and navigate to the Assignments tab
- Choose the relevant assignment and right click the assignment name
- Choose "Add job"
- Complete the details as required
- Select finish
For further information on the job details window, please refer to this link.