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When building your requisition forms, the information collected in these forms can pre-populate fields within the Job Card, or more specifically the Job Details sectionto requisition forms further on in the process or the job details form on the job card. This eliminates the need to re-enter or ‘double handle’ this information during the Job Creation process.
Selecting the right option in the global question library
To do this:
When building a requisition Global Question, select both Requisition and Job Details under the question use dropdown list:
Note:Tip
theHold down
keythe CTRL
key and click the mouse to choose multiple options.
- Next, under Under the Question Options tab, make sure the question is set to pre-populate by choosing the Job-related pre-populate option.
- Once this has been selected, and the question details have been completed, click the Save button at the bottom of the page.
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Adding questions to the Job Details form
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- To access the Job Details form, click the the System tab tab.
- Under the System the System heading, click the the System Forms link link.
- In the the System Forms Forms list, click the the Job Details Form link link.
- This will show you the current current Job Details form form:
- Add your Global Question to this form by clicking the the Add global question link link here:.
Note:
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Keep in mind that when you add the global question to this form, it will add that question to every job in the |
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