Manage jobs

Practice Admin Managers Partners Job Admin

One of the keys to the successful use of jobs is the day to day management and tracking of the status of the jobs.

IRIS Practice Engine provides a number of job portfolios, management tools and reports to aid in this process. The various features are outlined in this topic.

Staff Jobs List

The Staff Jobs page provides a staff member with a list of all of the jobs that they are assigned as either the Job Partner, Manager or In Charge, or the job has been assigned to them and they have accepted. Jobs can be displayed in different colours based on settings applied to the Workflow status of the job.

The page can filter jobs by selecting the following:

My Desk - shows jobs that the staff member has been assigned to. This is achieved by forwarding a job. Once forwarded, the staff member will receive a message via a dialog when they next log in (unless they are already logged in) enabling them to accept or reject the assigned job. This process is recorded in the job history.

All - Displays all jobs regardless of their status.

Active - display jobs with a status of Not Started, In Progress or Pending.

Inactive - displays jobs with a status of Complete or Closed.

A date filter allows the jobs list to be filtered to a specific date range.By default, the current year is shown

Changes to the date range are retained until you change them, even after you log out.

The To date range is based on the Target End date set in the Dates panel for standard jobs. For tax jobs, the Due Date recorded in the Jurisdiction tab is used.

Columns can be added to the view to allow you to manage your jobs effectively. See View your jobs list.

Job Pickup page

The Job Pickup page (accessed by selecting Staff > Task Pad, then selecting Job Pickup) allows staff to pickup tax jobs that are waiting to be worked on (based on the job, not the tax service).

Global Standard Job Management

The Global Standard Job Management page provides an administrator with a global view of all standard jobs within the system. It works in the same way as the Staff Jobs list, but does not include a My Desk filter. It is accessed by selecting Staff > Task Pad, then selecting Global Standard Job Management.

Global Tax Job Management

The Global Tax Job Management page provides an administrator with a global view of all tax jobs within the system. It works in the same way as the Staff Jobs list but does not but does not include a My Desk filter. It is accessed by selecting Staff > Task Pad, then selecting Global Tax Job Management.