Deleting a Job after a Technician has Clocked On to It
There will always be an error when you try to delete a jobsheet where the technician has clocked in. To avoid this, before deleting a jobsheet, consider what happened in each case.
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Posting the jobsheet for record without deleting it
Scenario 1 - If the technician clocks onto a job, performs a vehicle inspection (VI), and the value of repairs exceeds the value of the car, and you decide not to charge for the job because the planned work will not be completed, it is recommended that you invoice the job at £0 (100% discount), so that the technician’s time is accounted for and there is a record of the job and VI that was completed.
Delete the jobsheet entirely
Scenario 2 - If, on the other hand, a technician accidentally clocked onto a job that wasn’t on site and isn’t going to come in for repairs, then deleting the job would be appropriate. To do this, first deallocate all schedule allocation entries that the technician has clocked onto, and then delete the job.
- Select Related from the jobsheet’s menu bar, followed by Schedule Allocation Entries.
- From the page that appears, select Related, and then Show in Schedule.
- Right-click the allocation in the schedule and select Deallocate.
- For each schedule allocation entry, repeat steps 2 and 3.
After you’ve deallocated all of the schedule allocation entries, delete the jobsheet by clicking the delete icon at the top of the jobsheet page.