Inside a job — the item detail

Click a job’s number on the Job Manager to open its item detail — every item in the job, with a task grid running across the top. Each task cell shows progress (green = done, grey = not applicable) and a play marker on the tasks still open to claim. Part-Level Tasks (like Admin or Invoicing) sit above the grid with their own Start buttons.

The item right-click menu

Right-click any item row for its menu. Each action opens its own dialog; where a full how-to exists it’s linked.

• View Item Paperwork — open the item’s worksheet to view and mark it up. See View & mark up item paperwork.
• Hold Item — pause a single item without holding the whole job.
• Item Properties — edit the item’s details.
• View Order Information — see what’s been ordered for the item. See Goods to order.
• View Note — read the note held against the item.
• View Incomplete Task — jump to the item’s next unfinished task.
• Raise NCP… / View NCP… — log or review a non-conforming product for the item. See Raise an NCP.
• Change Item Quantity — adjust how many of the item the job needs.
• Add New Item — add an item straight into the part, seeding the tasks it needs. See Adding a new item below.
• Remove Item — take an item off the job. See Part items.
• Admin: Claim All Tasks Complete / Claim All Time-Based Tasks Complete — supervisor shortcuts to mark an item’s tasks finished.

The item actions in detail

Hold Item

1. Right-click the item and choose Hold Item.
2. Enter a reason for the hold.
3. Confirm Hold — just that item pauses (the whole job keeps moving); release it the same way.

Item Properties

1. Right-click the item and choose Item Properties.
2. Edit the item’s details — dimensions, name, item note — and use the Tasks and Documents tabs for its task list and files.
3. Save (or Save and New to add another).

Change Item Quantity

1. Right-click the item and choose Change Item Quantity.
2. Enter the new quantity. Task minutes are scaled proportionally to match.
3. Apply.

Adding a new item

Add New Item opens one dialog that grows as you fill it in — you enter the item’s details, then pick its product and choose which tasks to seed.

1. Right-click the item row (or use the item toolbar) and choose Add New Item.
2. Fill in the Item Name (required), Quantity, and the Height / Width / Weight and Note if you need them.
3. Once the options load, pick the Product System and Product Type (both required) — these define the item and drive its default tasks.
4. Under Tasks to seed, tick the tasks this item needs (SM — Site Measure, OM — Order Metal, OH — Order Hardware, OG — Order Glass, OL — Order Liners, PW — Paperwork, MR — Metal Received, HR — Hardware Received, and so on) and set their planned minutes. Unchecked tasks are not created, so only seed the work that applies.
5. Create — the item is added to the part with just those tasks on its grid.