Using Job Phases can help manage larger or more complex Jobs that need to have smaller blocks of work grouped and performed over time.
The Filter Phase option allows for selecting and viewing all Activities, Forms, Orders, and uploaded Files related to the Phase or Phases selected. This means less scrolling and easier visibility of only the information you need.
The Filter Phase button will only appear in Jobs that have Phases added, and will not appear in a Job without Phases. Phases can be added to a Job at anytime.
- From any Job View, click on an underlined Job Name to open the Job Details.
- Click the Filter Phase button from the top menu bar.
- Use the drop-down list to select one Phase, or use the Multiple Select button to choose more than one > Apply.
