Skip to content
English
  • There are no suggestions because the search field is empty.

How to create a Job- Site Dockets App

This article will walk you through the steps to create a new Job Allocation using the Docketbook Site Dockets App 

Note: This task can only be done if a user has Administrator or Super User access on Docketbook. For more information on User Roles, click here. 

Also ensure your operators have the correct User access as Docket Creator (Jobs)  to be able to receive a Job and create Dockets. 

 

1. Once logged in to Docketbook - Site Dockets App you will then be able to select the Create + button.

Step 1-2

2. Once selected you will be shown the prompts below where you can select Create a new Job

Job 2-1

3. From this page, you will be able to select the Order associated to your Job Allocation.

Select Order-1

4. You will then be taken to the new Job, where you can set the start and end dates and add any instructions for operators to follow. Once done, click Next

Job General

5. You can then add or update items for your Job by clicking "Add item +"

Add items-2

6. In the People Tab, you can click "Add Person +" and this will enable you to select users from your account to assign the Job to. Once Assigned, you can then click the Review tab at the top of the screen.

People

 

 

7. In the Review tab, you can look over your Job, make any changes if needed. If all looks correct you can then click Send Job.

Send Job

 

 

If you need any further help, please email support@docketbook.com.au