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Web : Create a new job in OPUS web dashboard

  • Updated on July 27th, 2024
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1. Quick Overview

Purpose: Learn how to create a new job for an operator in Opus, facilitating task management and allocation efficiently.

 

Pre-Requisites

Needed Access / Permissions: Access to the OPUS platform.
Pre-setup Requirements: Ensure you are logged into the OPUS account

 

 


2. Step-by-Step Instructions

  1. From the main dashboard screen, click on "Start a new job." Alternatively, navigate to the jobs checklist section and click on the "New job" button.
  2. Select a checklist for the operator to follow and choose the operator who will complete the job.
  3. Enter a job reference and an optional order number. Assign tags and set the job priority. Add any additional notes or instructions for the operator.
  4. Click "Next."
  5. Select a site and project for the job if required. Set the job start and completion dates. Specify if the job should recur and its frequency.
  6. Click "Next."
  7. Review the job summary. Ensure all details are correct, including the allocated operator.
  8. Press the "Finish" button to allocate and send the job to the operator.

3. Tips and Tricks

Best Practices: Double-check all job details before finalizing to avoid errors in allocation.

Common Issues and Fixes: 

If a job is not allocated correctly, review the checklist and operator selection.

 

 


Additional Resources

  1. For more information on using Opus for task management, refer to the Opus user manual or help documentation.
web interface job creation

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  1. Mobile App : Installing the OPUS4business mobile app
  2. Getting Started with OPUS
  3. Web : Use OPUS web, quick start guide
  4. Web : Login and use OPUS web dashboard
  5. How-to : Bulk import jobs
  6. Opus Glossary

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Table of Contents

1. Quick Overview Pre-Requisites 2. Step-by-Step Instructions 3. Tips and Tricks Common Issues and Fixes: Additional Resources
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