When a PDF jobsheet has been created, it is turned into a physical document on
the Management Web Portal. To edit and update that jobsheet the job
information needs to be edited and then the jobsheet needs to be recreated.
To do this follow the short step-by-step guide below:
1.
Once logged into the Managment Web Portal find the job that you wish to edit on the
Active Job Page. Click on the Edit Job button to the left.
2.
On the Edit Job page you can update some of the information which you wish to display in your PDF such as Default Job References and Scope of Work/Job Description.
3.
Then scroll to the bottom of the page to the Completed Visits section and click on the Edit PDF button to the right of the job sheet you wish to edit – this will expand the page.
4. You can now edit further sections on the PDF by clicking on the add/edit buttons as required.
5.
When you have made all the changes required click on the Recreate PDF button at the top of the PDF editor.
NOTE: The job sheet is a physical document that is stored on the Managment Web Portal, any changes you make need to be incorporated into the job sheet by re-creating the document when you have finished.
6.
On the Recreate Page you have the option to Change The Date.
There is also an optional Checkbox to send yourself an Email. You can then click on the Recreate button.
The original PDF will be replaced by the new version in the Mobile JobSheet system and you have now successfully recreated the jobsheet.