The Job Cards Manager is designed to manage the assignment and administration of a collection of tasks. It is not a required manager, and your project may not use it; however, it can simplify the administration of tasks. Job Cards are comprised of tasks that have common attributes, such as System/Subsystems, Phase/Stage, Discipline or assigned workgroups.
: The JC filters tasks by Systemization, Location and WBS. These are AND filters, meaning that tasks may not appear if there are no tasks assigned to a particular subsystem at the exact stage of the project.
You can group tasks into Job Cards in whatever manner works best for your project. A few common examples are:
Example 1: You may choose to create a job card for each subsystem and discipline on the project. The means a Discipline Lead has one distinct Job Card for each subsystem on the project. In each of those Job Cards, he can check the status of all tasks assigned to that Subsystem, all punchlists raised in that discipline within that subsystem, all permits and Isolations. He can check out tasks and punchlists to field workers directly from the Job Cards Manager. He can even add a scheduling date to the subsystem and push that schedule to all existing tasks.
Example 2: You may choose to create job cards that comprise all work to be performed by each contractor. If the vendor is using a paper-based approach, then a package can be batch printed to contain all planned tasks, task documents and asset documents for field completion.
The buttons on the bottom ribbon:
New will open the Job Card Creation Wizard
Edit to edit an individual Job Card. If multiple rows are selected, it will change to Batch Edit if the user has rights.
Del to remove a Job Card. This will not delete any tasks or punchlists.
Create Form provides options to render mail/merge or Planned Smart Forms
Package will compile a zip or merged pdf with test forms, datasheets and documents.
Check in/Out allows you to check tasks out to field workers. It is only active when tasks have been selected above.
Imports enables you to import a list of Job Cards or update scheduling information.
Exports allows you to export directly from this manager.
Update Task Scheduling from a Job Card
You can update the task scheduling for every task associated with a Job Card. If Batch Editing Multiple Job Cards, you can update the task schedules with the click of one button. To batch edit, highlight the rows of the Job Cards before clicking the Edit button.
On the General Tab of the Job Card, add the scheduling dates, then click Push Schedule.
Compile Paper Job Card Packages
For paper-based project execution, Job Cards can be compiled into a packages for printing and field completion of tasks. Before compiling these packages, make sure that all tasks have either a rendered Planned Form or a Mail Merged pdf. Any tasks without a pdf form will be missing from the package.
To render all Planned forms from the Job Card Manager, highlight the Job Card and click Create Form. In the popup window, choose Planned Smart Forms or Merge Forms (to mail merge).
To compile a package, click the Package button on the bottom ribbon. The popup contains options to include all Planned Task pdfs, Asset Documents, etc.