Phases And Job Forms

If you are using Phases when scheduling Jobs, you can select if you want Job Forms to be assigned to the default Phase "None" when a Job is created, or if you prefer that default Phase to be assigned to the Entire Job. For more information on using Phases, see Related Articles below.


  1. Go to Settings > Job > Job Forms > Click on the Form to edit.
  2. Click on the Edit icon across from Form Template Info.
  3. Check the box Create In (Entire Job) Phase.
  4. Click Save.

Edit form template info