Job Settings reference

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Settings → Jobs → Job Settings. One configuration record that sets the defaults and rules for how jobs number, schedule, complete and produce paperwork. Change a value here and it applies to every new job across the system.

The Job Settings form — Job Settings, grouped into Job Info, Job Dates, Task Definitions, Capacity Calculation, Document Conventions, Site Measure and Site Glazing.

Job Info

Setting	What it does / affects
Auto Increment Job Numbers	When on, each new job is numbered automatically from Next Job Number. Off means you type the number yourself.
Next Job Number	The number the next new job will take. Increments automatically as jobs are created.
Add Sales Rep First Initial As Suffix	Appends the selling rep’s first initial to the job number (e.g. `1101A`), so you can tell at a glance who sold it.
Auto-number job parts (P1, P2 …)	Parts get sequential P-numbers automatically instead of being named by hand.
Default First Job Stage	The stage a job lands in when it’s created (e.g. Pre Production) — where it first appears on the Job Manager board.
Completed Job Stage	The stage that counts a job as finished. Drives completion reporting and the auto-archive timer below.
On Hold Job Stage	The stage a job moves to when it’s put on hold.
Auto-archive completed jobs after (days, 0 = off)	Completed jobs drop off the active board this many days after completion. `0` keeps them on the board indefinitely.
Require re-import before completing the Paperwork task	Blocks the Paperwork task from being marked complete until the part’s items have been re-imported — a guard against paperwork built from stale data.
Require attached paperwork before completing the Paperwork task	Blocks completing the Paperwork task until at least one document is attached to the part.

Job Dates

Setting	What it does / affects
Use Complex Lead Time	Switches delivery-date calculation to the detailed model (base lead time + per-product extensions) instead of a flat number of days. Drives the View Lead Time breakdown on a part.
Lead Time Days	The base number of days used to work out a delivery date from the start date.
Lead Time Use Working Days	Counts only working days (skipping weekends/holidays) when adding lead time.
Lead Time Calendar	Which working-day calendar the lead-time calculation uses.
Standard Product Max Lead Time Days	Caps how many days a standard product can add to the lead time.
Default Delivery Date Change Reason	The reason pre-selected on the Change Delivery Date dialog.
Consider Special Products	Factors special-order product lead times into the calculated delivery date.
Site Glazing Days After Delivery	How many days after delivery a site-glazing visit is scheduled by default.
Move Start Date With Delivery Date	When a delivery date changes, the start date shifts by the same amount to keep the gap.
Start Date Days Before Delivery Date	The default gap between a job’s start date and its delivery date.

Task Definitions

Each row maps a system role to one of your task definitions — so FSManager knows which task in your list plays each part of the workflow. Changing one re-points that role to a different task for new jobs.

Setting	The role it fills
Site Measure Task Definition	The task that represents measuring on site.
Paperwork Task Definition	The task gated by the “require paperwork / re-import” rules above.
Delivery Task Definition	The task that represents delivering the job.
Install Task Definition	The task that represents installing on site.
Site Glazing Task Definition	The task that represents glazing on site.
Invoicing Task Definition	The task that represents invoicing the job.

Capacity Calculation

Setting	What it does / affects
Exclude On Hold Jobs From Capacity	On-hold jobs don’t count toward the factory load shown on the capacity graph.
Factory Efficiency Percent	De-rates available hours in the capacity calculation — e.g. 80% means only 80% of raw hours are treated as usable.
Capacity Calendar	The working-day calendar the capacity graph uses to work out available hours.

Document Conventions

Setting	What it does / affects
Certification Merged Document Name Format	The filename template for merged certification documents. Supports tokens like `{{JobNumber}}`.
Combined Document Name Format	The filename template used when documents are combined into one.
Item Assembly Sheet Category	Which document category holds item assembly sheets, so they’re filed and found consistently.

Site Measure

Setting	What it does / affects
Site Measure Allocation	How site measures are assigned — Manual (you assign them) versus automatic allocation.
Don’t Ask Install Complete Same Day	Suppresses the “was the install completed the same day?” prompt.
Site Measure Change Reason	The default reason recorded when a site-measure date changes.

Site Glazing

Setting	What it does / affects
Auto-recompute site glazing date on delivery change	Reschedules the glazing visit automatically when the part’s delivery date moves.
Default Site Glazing Dispatch Via	Whether glazing is dispatched via an Employee or a supplier by default.
Default Glazing Employee	The staff member pre-filled as the glazier on new site-glazing schedules.

There’s one Job Settings record — edit it and Save. The neighbouring pages under Settings → Jobs hold the lists these settings point at: Job Stages, Types, Categories, Task Definitions and Work Reasons.