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Joblist

Overview​

This section manages the entire workflow of maintenance and repair tasks for vessels, from the initial request and planning to the offer and approval stages.

Joblist request​

This page displays all job requests categorized by their status: Draft, Approved, or Rejected.

joblist request

Create joblist request draft​

to create a joblist request, you must specify the Yacht and the Member making the request.

You should also specify the Facility where the work will be performed and the Reason for the request.

Create/add a job​

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A joblist consists of multiple "jobs." Each job is a logical unit of work inside a joblist which has a clear scope, and boundary in relation to other jobs. Jobs then can be further articulated in Tasks which is the atomic unit of work that will be assigned to a specific user.

A Job is defined by an Action (see 15.1) and a Boat Part (see 15.2).

These two components are mandatory. Alternatively, a detailed Description must be provided.

Action Location and Tags are elective.

You can add a job by clicking the "Add" button.

Import from Excel​

Alternatively, you can import a joblist via CSV or Excel using the "Import" button. A popup will appear where you can upload the file; ensure the file contains the required columns as indicated in the template.

Import joblist from Excel or CSV

Copy to new request​

From the Action column in the table, you can click the three vertical dots to copy an existing request

Publish a joblist request​

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Once the request is finalized, click "Publish Request." Once published, the request can no longer be edited.

Make offer​

After a request has been published, the "Make Offer" functionality becomes active (see 11.2.1).

Joblist offer​

This page is used to manage all service offers and quotations.

Joblist offers overview

Create offer​

To create an offer, enter the Quotation amount and attach the relevant file (refer to section 3.6 for upload procedures).

Note: Quotations cannot be modified once saved.

If changes are needed, you must copy the request and create a new offer.

Offer approval/rejection​

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Once an offer is saved, you can use the three vertical dots in the Action column to either Approve or Reject it.

If Rejected: A new offer can be created (see 11.2.1).

If Approved: You can proceed to Plan Jobs (see 11.2.3).

Plan jobs​

Una volta approvata la offer, nella colonna action della tabella, tramite i 3 vertical dots è possibile pan jobs.

Once an offer is approved, select "Plan Jobs" from the Action menu. Moving a joblist to the "Planning" stage allows it to be officially scheduled on the company calendar (see section 12).