Filtering Jobs By Their Status

On the Job Search page you can filter your jobs based on their status. By default the job search page will show “Open Jobs”.

While some of these status' will be updated automatically others you can do yourself. For example if your customer designs not to go ahead with a quote you can change the status of the job from “Quoted” to “Declined”. See Removing a Job From your Search Screen for more details on this.

To find your Job Search page select Jobs under either QUICK LINKS or MY WORK in the menu.

When you click Filter button, you will see your basic filters, including “Status”.

If you would like to see more detailed search options see Finding a Job.

To view all jobs with a particular status (See below a full list of Status options available) select that status from the drop-down menu then click the SEARCH.

This will now show you only the jobs with the selected status. At the bottom of the page you will also be able to see how many jobs fall under this status. In the below image you can see that there are two declined jobs.

Status	Jobs Shown Under This Status
Open Jobs	All jobs with the status of New, Quoted, Buy Requested, Purchased, or Plans Purchased. i.e. these jobs have not been cancelled, declined or completed. This is your default view on the Jobs page.
New	Designs which have been saved however are not quoted (either it has never been quoted or the quote has been unlocked.
Quoted	Jobs which have been quoted but the customer has not yet responded with whether they wish to proceed or not.
Purchased	Jobs which have been completely purchased (Both engineering and purchase order documents).
Plans Purchased	Only the engineering documents were purchased.
Declined	The job was quoted but the customer decided not to go ahead (Quote was declined).
Plans Cancelled	Engineering plans were purchased however customer does not wish to go ahead or council did not approve the proposal.
Cancelled	Job was purchased but customer decided not to go further (did not wish to go ahead with placing the orders with suppliers).
Completed	All orders have been received for the job (or the job has been erected). How you use this status will depend on how you manage your business.
All Jobs	Shows all jobs regardless of status (this will not show deleted jobs).
Deleted	Deleted jobs cannot be searched for. These are “New” jobs which were manually deleted.