Order Info & Phases

Using Order Info in Job Forms pulls specified Order Fields into Job Forms once the Order Area is selected. When using Phases in Jobs, both the Phase and the Order Area must be specified for Forms with Order Info Fields.

Two steps are involved after creating Phases in the Job. First, assign a Phase to each Order Area, even if the Order only has one Area. Second, assign a Phase and Order Area to each Job Form.

Multiple Phases can be assigned to a Form but only one Order Area can be applied. 

For more information on using Job Phases, see Related Articles below.

SELECT A PHASE FOR THE ORDER AREA

  1. Scroll to Orders.
  2. Click on "None" in each Area and select a Phase.select a phase for the order area

SELECT A PHASE AND ORDER AREA FOR THE JOB FORM

  1. Scroll to Forms.
  2. Click the Edit icon across from the Form to update.
  3. Select a Phase, if one was not assigned when Phases were added to the Job, and select and Order Area.select a phase and order area for a job form

Related Articles