Job Review Setup

Job Review Setup

The job setup screen will let you define the Categories that you want on the job review screen.

Add a Category

To add a new Category, click on the ADD CATEGORY button.

In this dialog box you can set the name of the Category.  It is best to use short concise name that won't take a lot of space on the width of the category tab.

You can then add the category name or description along with an agenda.  The text editor support Bold, Italics, Underline long with number or bulleted lists.  

You can choose to include the Confirmation Date Field for this category.  This is intended for tracking things like purchased items, so users know when the information was last confirmed.

Edit a Category

The drop down will list the categories you can setup.  Select the category you wish to edit.
You can then edit the category by clicking EDIT CATEGORY.  

If you want to disable a category, uncheck the ACTIVE checkbox.


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