Jobs in the Web Application

Create a new Job

From the Manifest Web Application:

1. From the left side Main menu, select Jobs
2. Select +JOB
3. A modal window will appear requesting the following information:
   • Location
   • Asset
   • Job Template
   • Priority
   • Assigned User
4. After completing the required fields, select Create
5. Once created, the Job will appear at the top of the Jobs list under Jobs

Find a Job

To find a Job using the Manifest Web Application, go to Jobs under the Main menu and use any of the following tips:

• Using the Search bar, search by any of the Job parameters (e.g. Job ID, Job Name, Asset Class, or Asset Tag ID)
• Filter the Jobs list view by any of the Job parameters
• Use the option in the upper right-hand corner to toggle from the Jobs list view to the Job Board to view by Status columns or filter by selecting My Jobs

Perform a Job

To perform a Job using the Manifest Web Application, find the desired Job.

1. Select Start / Resume to start the Job – this will begin the timer and enable the available Job options for each Step
2. Review the Step instructions and any Step Notes that the Author may have associated with each Step
3. Perform the task and when complete, select Complete Step
4. This will automatically collapse that Step and advance the instructions to the next step Note: All Steps must be completed in sequential order and cannot be skipped
5. Once the last Step is completed, a Success message will confirm that the Job is complete and the final Job time and completion date will be logged
6. Buttons will appear at the bottom of the completed Job with the available options:
   • View the Job in the Job History
   • Link to the Template
   • Export the Job into Excel, CSV, PDF or Zip (which will zip all associated evidence as well)

Adding Job Evidence

Operators may optionally (or sometimes as a requirement) leave evidence with a Job Step indicating what was done. To leave Evidence Notes on a Step, follow these steps:

1. Within the Job Step, select Manage Evidence
2. A window will open with a list of Evidence Note types that may be added (e.g. Text, Image, Photo, Audio, Video, Meter Notes)
3. If one or more Evidence Notes are required for a Step, the label ‘Required’ will be displayed next to Evidence with an icon indicating which Note Type is required
4. Select the desired Note Type and follow the instructions
5. Select Save to save the Note to the Step
6. Repeat the above actions until all Evidence Notes are added

Note: Pen Notes are not a supported Evidence Note type within the Manifest Web Application. Required Pen Note evidence may be skipped in this case.

Job Faults

While performing a Job, an Operator can set a Fault on any Step to quickly indicate an issue. This feature is well suited for inspection procedures or any case where an Operator may need to indicate a fault in a Template or on an Asset.

Fault icons will render at both the Step and Job levels, allowing viewers to quickly identify Asset or Job issues the Jobs or Job History tabs.

Flag a Fault on a Step

• While performing a Job, Operators can set a Fault on a Step by selecting Set Fault
• When the Fault has been set, the Fault icon will turn red indicating that the Fault has been flagged for further attention
• If a Fault was set by accident, the Operator who set it can select it again to clear the Fault. The Fault cannot be cleared by another Operator

Resolve a Fault on a Step

• Operators or Admins may access Job History to find and review any Jobs with Faults. To filter the Jobs History report to show only Jobs with Faults, select the Fault filter.
• To resolve a Fault, open the Job and locate the faulted Step. Select the Fault icon to update the Fault to ‘Resolved’
• The Step will be updated to record the Operator who resolved the Fault, and on what date and time
• If a Fault was resolved by accident, the Operator who resolved the Fault can re-select the Fault to reopen the Fault

Ad-hoc Job assignment

While performing a Job, Manifest enables Operators to assign a Step to another Operator and pass the Job and all remaining Steps to that Operator. This option can be used for on-the-fly handoffs, shift-work transfers, or to recruit help from another Operator. 

How to reassign a Job:

1. While a Job is in progress, select Assign from the Job Step
2. The Job window will update to display a list of all licensed Manifest Operators for the domain (and their online status)
3. Select the desired contact and then select Assign
4. The Assign button will update to show ‘Pending’ until the Job assignment is accepted
5. The assigned Operator will receive an invitation alert via Manifest Connect with the options to either Accept or Decline
6. Upon acceptance, the assigning Operator will receive an acceptance message and Start/Resume Job will disappear 
7. It’s important to note that once the Operator accepts the Job assignment, they will now own that Step and all subsequent Steps until the Job is completed or reassigned
8. To cancel a Job assignment, re-select Pending and select Cancel Assignment or go to the Connect Chat and select Cancel from the Job assignment invite card (this may not be done once the invite has been accepted)
9. The new Operator may reassign the Job back to the original Operator or another Operator as needed

How to accept a Job assignment invite:

1. If a Step is assigned to an Operator, a Job assignment invite will be sent to the assigned Operator via a Manifest Connect Chat (the Job Card includes important details about the Job and Step number with the options to Accept or Decline).
2. To accept the Job assignment, select Accept
3. Once the Job assignment is accepted, the window will automatically update and drop the newly assigned Operator into the Job checklist
4. If the Job assignment is declined, the Job Step will be returned to the originating Operator

Team Jobs

Team Jobs allow multiple Manifest Operators to plan and collaborate on the same Job by dividing up the Step assignments among two or more Operators for a single Job. The Operator who initiates the Team Job will act as the Team owner.

Create a Team Job

1. To create a Team Job, the Team owner should first create a Job from the desired Template and self-assign the Job to themselves
2. From the Job checklist window, and before the Job has been started, the Team owner selects Team setup (located beneath Start Job)
3. Select Add Users
4. The Job window will update to display a list of all licensed Manifest Operators for the domain (and their online status)
5. Select each Operator that should be invited to the Team Job and then select Invite
6. Invites will be sent via Manifest Connect Chat to each invitee at which time they can select either Accept or Decline
7. The Team Member list will dynamically update based on the acceptance status of each invitee (‘accepted’, ‘declined,’ or ‘pending’)
8. A Group Chat in Manifest Connect will be generated and Operators will automatically be added as they accept the Team Job invite

Team Job assignments

Once a Team Job is created. The Team owner can either assign Steps to each member or they can self-assign the steps to themselves.

1. To assign Steps to other Team members, the Team owner should first select the Operator Username in the Team Contact List and then select each Step they would like to assign to that Operator (only Team members who have accepted the invite can be assigned Steps)
2. Each Team Member can simultaneously self-assign themselves Steps by selecting the checkbox next to the Step number
3. The Step assignments will update real-time for all users displaying each username over their Step assignment
4. When ready, the Team owner must complete the Team setup by selecting the Lock button from the bottom window bar
5. This finalizes all Team members and assignments and cannot be edited unless the Team owner unlocks the Job
6. The Job cannot begin until the Team setup is complete

Performing a Team Job

• The Team Job can only be started by the Operator assigned to the first Step
• For all other Operators, Start will be disabled until it is their turn
• When the Job reaches a Step assigned to another Operator, the assigned Operator will receive a Job assignment invite card alerting them that they own the next Step and will enable Job Start
• Any Manifest user with access to the Job can follow the progress of the Job in real-time
• The Steps will update with a green checkmark as they are completed by each Operator
• Any Evidence Notes added to a Step will be immediately updated to the Job checklist and available to for all Team members to view
• Once the Job is complete, the Job checklist will update to display the final logged Job time and completion date and the Group Chat will be archived
• The Job and linked Group Chat may now be located under the Job History tab in the Asset Detail window

Sub-Jobs (Embedded Templates)

An Author may use an Embedded Template Note to link procedures together. A Job Step with a Template Note will generate a Sub-Job that the Operator must complete before completing that Job Step. Below are a few notes about Sub-Jobs:

• The Sub-Job will open a new Job checklist window from the parent Job and prompt the Operator to complete before returning to the originating Job Step
• If the Sub-Job links to a different Asset, the Operator will be prompted to scan the relevant Asset to continue
• Once the Operator has completed the Sub-Job, the Job checklist will close and navigate the Operator back to the originating Job Step in the parent job to complete

Choice Options

An Author may use a Choice Note to present the Operator with multiple options to select from when working on a Job Step. Choice Note options may link to other Templates, generating a Sub-job; or simply log a specific selection before the Operator can continue and complete a Job Step. Below are a few notes about Choice Notes:

• A Step authored with a Choice Note may display up to 5 optional paths that an Operator can select from to continue
• Options may be authored to continue to the next Step or continue to a Sub-Job
• If the option directs the Operator to a Sub-Job, this Job will open in a new Job checklist and must be completed before the Operator can return to the parent Job checklist and originating Step
• Once the Operator has completed the Sub-Job, the Job checklist will close and navigate the Operator back to the parent Job checklist
• At this time, the Operator can either select Done or select another option if further paths are required
• An Operator may select the same option for a sub-job as many times as necessary before marking the step as complete
• The Choice Note options the Operator selects will be inserted below the Step on the Job checklist (option associated with Sub-Jobs will be indicated)