Back to: Complete Jobman Set-Up Guide for Administrators

Job alerts allow your team to communicate when things go wrong or when an important process needs to be followed. When a job alert is created, all assigned staff members will receive a notification with a link to the alert.

For example: Damaged part – An alert can be triggered by the team to let management know that a work order will need to be created so this can be rectified.

Tip: You will need to be connected to your cloud file storage before you can upload, view, or share files and photos related to job alerts.

Roles & Permissions: If you are unable to view or add job alerts, please check your staff role permissions under job alerts and kiosk.

Setting Up Job Alert Statuses

Define job alert statuses to track the progress and resolution of your job alerts.

1. Go to Settings > Jobs > Alert Statuses.
2. Click Create.
3. Name your status.
4. Click Create again.

You can click into an existing status from the list at any time to rename it or set it as the Default status.

Setting Up Job Alert Types

Use job alert types to categorise your alerts and guide your team in how to use and respond to them.

Example Alert Types: Damaged Stock, Drafted Incorrectly, Installer Damage, Job Incomplete, Machine Maintenance, Material Defect, Operator Error, Site Damage, Incident/Accident Report or Near Miss.

1. Go to Settings > Jobs > Alert Types.
2. Click Create.
3. Name your alert type.
4. Choose Responsible staff from the drop-down.
5. Fill out template information.
6. Choose relevant job types from drop-down.
7. Click Create again.

Creating a Job Alert (Office Users)

1. From the User Menu Panel, navigate to Job Alerts.
2. Click Create.
3. Jobman will automatically generate the time, date, reported by and status for your alert.
4. Choose an alert type from the drop-down.
5. Assign to a job number (if relevant).
6. Assign to specific management members if necessary.
7. Upload any relevant files or photos.

Creating a Job Alert (Kiosk Users)

There are two ways to raise an alert when in Kiosk mode: you can click into the job, or you can click into the task (see image on the right below).

1. From the Kiosk Dashboard, click Jobs.
2. Click into the job you want to raise an alert for.
3. Click Job Alerts.
4. Click Create.
5. Choose the alert type.
6. Update the Notes field if required.
7. Upload files if required.
8. Click Create again.