Everything you need to keep track of a job's progress
is in the Job Traffic window, from manager and staff
assignments, major due dates, and status. The Days
Until Due counter is an illuminated reminder of
the approaching deadline to help you meet your goals.
The Job Traffic window provides a manager's perspective
on the job's progress with a days until due counter,
unfinished task list, and roomy status notes field.
They help traffic managers easily see what needs
to be completed to get the job finished on time.
To update a job's traffic information
1 From the job ticket window, click the traffic link.
The traffic window opens, displaying the job's
priority, production and billing status, traffic
assignments, milestones, dates, and unfinished
tasks.
2 Enter the job's traffic details, which include:
Priority
The job's priority can be changed by clicking on
the pop-up menu and choosing one of the six customizable
priority levels. A job diary entry will be created
each time the job's priority is changed.
Status
The production status and billing status can be
changed by entering a new status code over the old
status code. If you're not sure which status code
to use, choose Status Codes from the Lookup menu.
Double-click on a status code from the Lookup window.
The status code will be copied to the Traffic window
automatically. A job diary entry will be created
each time the production or billing status code
is changed.
Dates
The job's start date and due date can be changed
in the Traffic window. Changing these dates here
doesn't affect the job schedule (so Work to Do reports
won't be affected). You can also enter the date
closed for the job in this window.
Days due
The days until due counter keep a running tab on
how close the shop is to meeting the job's due date.
The numbers normally appear in green, but when the
job is overdue, they turn red and begin counting
the days overdue.
Status note The
status note supplements the job's current production
or billing status. It lets you enter a brief description
that appears on the Job Ticket window, on some job
lists, and traffic reports.
Traffic assignments
The job's traffic assignments (i.e., traffic names)
are the initials of the creative and production
people most responsible for getting the work done.
Traffic reports can be printed for any one of the
job's traffic names.
Client status notes/comments/next
steps The client
status notes/comments/next steps can be used to
create progress reports for clients (see the Client
Status report in the Job Lists) with any kind of
information you want.
Milestones
If the job was added using a job type/spec sheet,
its traffic milestones can be edited. Jobs without
a job type won't show milestones.
Unfinished tasks
The job's unfinished tasks are listed for an overall
view of what needs to be completed. This field shows
the task, who it is assigned to, and when it is
due. When tasks are marked done, they no longer
appear on the list.
3 Click Save.
To print the job's traffic report
1 Click the print button to print this job's traffic
report. |