Jobs - Lockdown of 'On Hold' Jobs

Jobs - Lockdown of 'On Hold' Jobs

Introduction

For various reasons jobs in printIQ can and do get put ‘On Hold’.
This is a status that must be manually selected, it is not applied to jobs as part of any workflow.
This is both a Section and a Job status.

If the status of a section on a single-section job is updated, the job status also follows status automatically.
Placing the single section ‘On Hold’ will change the job status to On Hold and lock the job.

On a multi-section job, if a section is put on hold, the job status will not change.
The user can change the status of that section without requiring one of the roles (the job status updates to the earliest status of its sections).


IQ support staff can enable this setting for you upon request.
Please advise support of which ‘User Roles’ you would like to have the ability to change on-hold jobs back to a production status.
For all other user roles, On Hold jobs will be locked for editing with no ability to change the job status.

When ‘Lockdown job when On Hold’ is enabled and a job is set to On Hold,
the job is effectively locked from most inputs. Eg. Stock Pick, Operation Timing, Dispatch, Notes, Questions and References.

Actions available/not-available to "On Hold" Jobs"

Once a job has been put On Hold, most of the functionality in the Job Details screen is also disabled until the job status is changed back to a production status.
Invoices cannot be created for On Hold jobs, however, if an invoice exists for the job, it can be viewed and edited. 
Invoices for On Hold jobs can also be consolidated, however credit notes cannot be raised against invoices containing jobs with a status of ‘On Hold’.



  1. Job bags and dispatch documents can still be printed.
  2. History can be viewed.
  3. Misc Charges can be viewed, but new misc charges cannot be added.
  4. QA / Tasks can be viewed, but not updated.
    No new tasks can be added through the job details screen.


  1. Dispatch Details can be viewed, and documents and labels printed. Deliveries cannot be edited or dispatched.


  1. Artwork and Supporting Documents can be downloaded.
    Artwork cannot be deleted from the job.
    New artwork cannot be uploaded.


  1. On hold jobs cannot be Reworked or Edited.


  1. Notes cannot be added.
  2. Job title, description and due date cannot be edited.
  3. Operation timing cannot be started.
  4. Stock pick shows details, but stock cannot be picked, returned, or ordered
  5. Convert Template product to Single Product Creation – The on-hold job can still be used to base Single Products on.
  6. Copy Job - allows copying the job as well as versioning of the quote.
  7. Existing invoices for jobs that are on hold can be edited and saved, however credit notes cannot be raised against invoices with a job that is ‘On Hold’ on it

Internal Settings

IQ support staff can enable this setting for you upon request.
There are 2 settings that control the behaviour around ‘On Hold’ jobs.
Lockdown job when “On Hold” – enables/disables the restricted access to update jobs with the status On Hold:


Roles that can change on hold status - the role(s) that a user must have to change the status to get the on-hold job back into production:


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