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Updating Job Status
How to Manually Update Job Status in Arborgold
Accomplish seamless workflow management by manually updating job statuses in Arborgold. This guide walks you through changing a proposal to a work order efficiently.
Prerequisites
- The proposal you want to update should already exist.
Step-by-Step Instructions
Step 1: Open the Jobs Section
Navigate to the Job tab on the left side of your Arborgold interface.
Step 2: Review Job Folders
Click Job to view all jobs, organized into folders like proposal, declined, work order, completed, and canceled.
Step 3: Select the Job
Find and select a job under the proposal folder that you want to update.
Step 4: Access Job Status
Inside the proposal details, click the Job status tab.
Step 5: Change Status to Work Order
Scroll down in Job status and select Work order from the options.
Step 6: Save Your Changes
Click the yellow save button at the top of the page. When it turns green, your changes are saved.
Frequently Asked Questions (FAQ)
1. Q: What should I do if I can't find the job I want to update? A: Double-check your search filters and spelling in the Jobs section. If you still can't locate the job, ensure you have the necessary permissions or contact your Arborgold administrator.
2. Q: Can I revert a job status change if I made a mistake? A: Yes, you can generally change the status back by following the same manual steps outlined in this tutorial. However, some changes may impact workflow visibility—consult your admin if needed.
3. Q: Will manually updating a job status affect automated workflow triggers? A: Manually updating job status can override automatic workflow steps. Review your company's workflow rules or consult an administrator to avoid unintended process changes.