Levels of Completion (LoC) are simple textual flags that can be used to quickly identify what stage a Task is currently at. For example: 'In Progress' for a Task that has been started; 'Awaiting Parts' if a job is on hold while replacement parts are being delivered. These can be useful for filtering and reporting.
The list of Levels Of Completion are maintained here.
The link will open the Levels of Completion grid. It is a grid view which can be searched, sorted and customised as normal.
To add a new Level of Completion click New , to edit and existing Level of Completion click Edit . A pop up window will appear which will allow the creation or amendment of a Level of Completion.
Complete the fields and click Save . Once the Level of Completion header has been completed and saved a sub navigation will appear to allow additional entities to be assigned.
These include:
The link will open the Level of Completion / Discipline grid. It is a Grid view that can be customised and sorted as normal.
To assign Disciplines click Assign , entities in the right hand assignment window are connected.
To create Disciplines see Discipline.
Levels of Completion can be assigned to Accounts, if this is done only certain User Accounts will need be able to apply certain Levels of Completion.
The link will open the Level of Completion / Accounts grid. It is a grid view that can be customised and sorted as normal.
By default all Levels of Completion are assigned to all Accounts. To assign Accounts click Assign , entities in the right hand assignment window are connected.
To create Accounts see User Accounts.
Levels of Completion can be assigned Roles, if this is done only certain User Roles will need be able to apply certain Levels of Completion.
The link will open the Level of Completion / Role grid. It is a grid view that can be customised and sorted as normal.
By default all Levels of Completion are assigned to all Roles. To assign Roles click Assign , entities in the right hand assignment window are connected.
To create Roles see Roles