Job Types

Overview

Use the Job Type add/edit list to group related jobs into a single category.
This will help you classify, manage and analyze specific types of jobs.

You can filter the following reports/invoices by Job Types:

  • AR: Print Invoices
  • All Job Costing Reports allow you to create reports that filter, group and/or sort records by Job Type.
  • Any report in WinTeam that uses Tier Pattern Templates allows you to select Job Types as one of the tiers for grouping and printing.

You can access the Job Types add/edit list from:

Key Functionality

WinTeam automatically assigns an ID to each new record, and uses the ID field to identify each record. You may change system-assigned ID Numbers.

Use this field to enter a unique name for the record. After a new record is created, WinTeam displays this Description with the corresponding ID number in the Add/Edit list.

Select this check box to make the selected record active. Clear the check box to make the record inactive.

Select this check box to make the selected record the default value for this Add/Edit list. WinTeam uses this record to automatically fill in the corresponding field on a new record in the related screen.

Security

This add/edit list is part of the SYS Add Edit List ALL Security Group.

Security Features include the ability to:

  • Deny Set Active\Inactive
  • Deny Set Default

Tip:  For more information see Security Groups Overview and Security Groups By Module.