Jobs by TMP Status
This section of the dashboard contains all jobs, except for 'Quote Only' jobs, archived jobs and deleted jobs. These can be found in the Quote Only, Archived Jobs and Deleted Jobs sections respectively.
Jobs are grouped by their TMP status as follows:
- TMP Needs Created: Job has not been marked as 'TMP Processed' (no TMP attached to job yet).
- TMP Ready to be Sent: Job has been marked as 'TMP Processed', but not as 'TMP Submitted to RCA' (no TMP attached to job yet).
- TMP Submitted: Job has been marked as 'TMP Processed' and as 'TMP Submitted to RCA' (no TMP attached to job yet).
- TMP About To Expire: Job has a submitted and approved attached TMP, but the TMP expires on or after the last booking date.
- TMP Expired: Job has a submitted and approved attached TMP, but the TMP expires before the last booking date.
A TMP's expiry date is based on the 'TMP Window End Date' entered on the job.
This section allows you to search through the listed jobs using a search term. This will perform a case-insensitive search of the jobs by:
- Client name of entity to bill (either principle or client)
- PO number
- Your Reference #
- ID number
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