The Client Job List screen shows all active and complete jobs for a client. The following information is displayed for each job: Complete Date (for completed jobs); Job Number; Status; First Name; Last Name; Street; City; County; Phone. You can also add new jobs for an existing client from this screen.
- Your Hancock administrator will provide guidance on whether multiple jobs should be created for a single client or if new client records should be created for new jobs. If client information has changed since the last job was completed, you should update the client record before adding a new job. It is important to be aware that if you change client information, the original information that was tied to the previous job(s) will be overwritten with any changes you make. If a Full House audit has been completed for a client, their client record is locked and cannot be edited.
Client Job List is accessed by opening the job from the Job List screen, then selecting Client Job List from the WAP menu.
- To view (read-only) an existing record, click View at the beginning of the row.
- To edit an existing record, click Edit at the beginning of the row.
See the tasks below for instructions on using the Client Job List.
FEATURES AND TASKS
ADD A NEW JOB
- From the WAP menu select Client Job List and click the Add Job This will bring up a new Audit Information screen for the client. Click on the upper right of the Audit Information screen to access the Help Documentation for instructions.