You should be at the 'Maintenance' page. If not, select 'Maintenance' from the drop-down list
at the top of the page.
Priorities are a way of classifying Jobs, doing so helps you to manage the order in which
you deal with Jobs. Scroll down until you can
see the section entitled 'Priorities'. You should see two links, 'Existing Priorities' and
Click the 'Existing Priorities' link. This will take you to the 'Priorities Maintenance' page.
At the top of the page is a 'Selection Options' box. This allows you to search for a particular
Priority, specify the sort order of retrieved records and limit the number of records displayed
We wish to retrieve all Priorities, so leave the 'Containing' entry field empty and click the
Retrieve button. You should see several records retrieved.
Each Priority has:
- Name - this identifies the Priority.
- Sequence - You can use this to define a hierarchy of Priorities, e.g
Sequence 1 might be 'High', Sequence 99 might be low.
- Target Date/Time - this defines how the system will calculate the
target completion date/time for a new Job according to the Priority assigned to it.
- Default - if this value is 'Yes' then any new Jobs will automatically
default to this Priority. Only one Priority can be marked as the default.
- Custom Fields - These are two Custom Fields,
which you may have renamed from the Maintenance page. These are provided so that you can store information which is particular to
the way you run your business.
- Automatic Escalation - When a Job with this Priority goes overdue by the specified number of hours,
it's Priority will be changed to the next highest in sequence.
- Edit link - If you have the appropriate privileges, this link will be
- Delete link - If you have the appropriate privileges, this link will be
Click the 'Edit' link. This will take you to the 'Edit Priority' page. Make any
changes you wish then click the Update button.
The system will display a message confirming the update was successful or any error messages
if there was a problem.
Click the Back button on your browser until you return to the 'Priorities Maintenance' page, then
click the Refresh button on your browser, or click the Retrieve button on the page, and you will
see the changes you have made reflected in the retrieved records.
Now click the 'New Priority' link, this will take you to the 'New Priority' page, which is
identical to when you were editing an Priority, except that all the entry fields are empty.
Give your new Priority a name then click the Update button.
Move back to the 'Priorities Maintenance' page and click the Retrieve button, your new Priority
will be included in the retrieved records. Click the Delete link. This will display the
'Update Priority' page with a Delete button which allows you to confirm the deletion. Click this
button now and the system will display a message confirming the deletion was successful or any error messages
if there was a problem.
Move back to the 'Priorities Maintenance' page and click the Retrieve button, the Priority
you have just deleted will not be included in the retrieved records.