Adding Departments and Activities

To add a department and activities to a job, click Add Department. You see a screen like this:

Department: Pick the department to add.

Required Documents: Pick the set of documents that’s appropriate for this job. For help customizing which documents are required, see Setting Up Required Document Sets.

Status: Choose Active if the job is ready to start; choose Pending if this department is waiting on something else before it can be begun. If you choose Pending, you don’t see any of the following entries until you activate the department.

Start: This default to today’s date and the current time, but you can change this if needed. For example you need to set the start date and time to 3 weeks out as that is when it is scheduled to start.

Due: We set the Due date based on the start date and the number of days to complete the department in the setup, but you can override this due date if needed. You might need to give more or less days depending on the size of the job or other similar factors.

Activities to Add: This drop-down shows all activity templates for the department you’ve picked. We’ll only list the activities in that template. (If you choose All, we list all activities for the department regardless of whether they are in a template.) If the department has an automatic template, the activities in that template will added without your checking anything here; if the screen tells you that an automatic template is being applied, only check additional activities if you know what is in the automatic template and need activities in addition to those.

Activities List: Check or uncheck activities as appropriate. Type notes or choose a subactivity in the Description/Notes column if needed. The initial status and number of days are based on the activity template setup, but you can override these if you need to give an activity more or less time.