Manage Jobs

The Jobs page is the default page in ContentsTrack and can be accessed from the Main menu. Use this page to add, edit, and delete jobs, assign ad-hoc tasks to a new or existing job, view notifications about tasks being sent to and received from mobile devices, and troubleshoot import errors.

In the Search field, enter a full or partial Job name, Customer name, or Claim Number to search for a specific job.
Click Recent to view your jobs that have been modified in the last 30 days. Click All to view all jobs.

Note: The Transaction Detail page contains information for all the jobs in your instance, including deleted jobs. Administrators can go to Transaction Detail in the Jobs menu to find and restore a deleted job.

Add a Job

On the Jobs page, click Add Job.
Enter the Job Name (must be 14 alphanumeric characters or fewer). This is your own internal way of labeling the job.
Click Create. You are taken to the Job Info page.
On the Job Info page, click Edit.
Enter the job information (customer name, address, phone number, claim number)
Select a supervisor's name from the menu. (This list is populated from the list of users associated with your instance. View this list on the Users/Devices page.)
Click Save.

Note: In the menu, the Job menu now appears above the Main menu with the following options: Job Info, Inventory, Distribute Task, Images, Generate IDs, and Reports. See Job Details and Warehouse Management for more information.

Delete a Job

On the Jobs page, select the check boxes for the jobs you want to delete.
Click Delete Selected.

Note: To restore a deleted job, see Transaction Detail.

Notification Center

Use the Notification Center on the Jobs page to track communication with your ContentsTrack instance (includes communication between mobile devices as well as the receipt of assignment information from XactAnalysis). Every time a task is sent or received, a note is made in the notification center with a link to the job.

You can view the list by ad-hoc tasks that are not currently assigned to a job (click Select Job), tasks that were imported with errors (click Errors), or all tasks (click All).

Assign a task to a new or existing job

When tasks are returned to ContentsTrack online they are displayed in the Notification Center. Tasks matching an existing job name are automatically associated with and imported into that job.

Tasks that do not match an existing job name need to be manually assigned to an existing job or a new job.

In the Notification Center table, click Select Job. The list will show only tasks that need to be assigned to a job. These tasks were created ad-hoc by the mobile user.
Click the link for a task (the job name in parentheses is what the mobile user indicated when creating the task). A dialog box appears where you will select or create a job to assign the task to.
Select an existing job from the list or click New to create a new job for this task.
Click Import to add the task inventory data to the job you selected.

Note: When creating a new job, the Job Name field is auto-filled with the job name indicated in the uploaded task.

Find and resolve import errors

Uploaded tasks occasionally contain errors due to duplicated box or item ID numbers. You can quickly resolve these using the Notification Center errors filter.

In the Notification Center table, click Errors.
Click the View Error link to review the error information.
Click the View Item link to make changes to the ID. Click Save. Click Close.
Repeat for each item in the list.
When you have saved a new ID for all of the items in the list, click Mark as Resolved to clear the errors from your list in the Notification Center.