Job List Overview

This window lists all the sampling jobs that you currently have “in progress” - . Once a job is complete, the sample is linked to the survey and the panelists are invited to respond, then the job is moved to the Active Job List (go to Active Job List for more information).

Use the filters to find the job you are interested in and click on the blue link in the Job Number column to select it. You will be taken automatically to the Current Job window.

Figure 1 - Example of the Job List window

Note: If you open a job, then return to the Job List and open a different job, an information box appears warning you that you are about to change jobs. Click OK to continue and change jobs, or Cancel to cancel the change and remain with the current job.

Navigation

• Delete – delete the selected job(s).
• Search – commence a search based on the selected filter criteria.
• Reset - click to remove all search criteria and display the full list.
• Export Jobs - select the jobs you wish to export and click this button to commence the export task.
• New Job – create a new job.
• Import Job – import a job that has previously been exported, for example when you wish to copy a job from another server into this server.

Filters

In an established company the list of registered jobs may run into thousands, and a search through the list for the one job that you wish to select for exclusion or relaxation could be time-consuming. Forsta Plus therefore provides you with a set of filters so you can reduce a long list to a manageable size - .

Figure 2 - The Job List filter bar

• Job Number – type in the number of the job you are looking for, then click Search. You can use the * character as a wildcard, and type in part of the number. For example, type in 123 to find all jobs where the job number starts with 123, such as job number 123456. Typing in *123 will find all jobs with the number 123 somewhere in the job number, such as job number 45123678.
• Mailing Date last run – allows you to search for jobs according to the date on which they were mailed. Click the drop-down arrow beside the operator field and select the required operator, then click on the calendar icon beside the field and select the date. When you are ready, click Search. For example, select the <= operator and a date to list all the jobs that were mailed on or before the selected date.
• Created By – allows you to search for jobs created by specific users. Type the user’s identification (as used by Forsta Plus) into the field, or use standard Windows copy and paste functionality, and click Search.
• Project Manager - allows you to search for jobs by specific project managers.
• CustomJobStatus - allows you to search for jobs by specific job statuses.
• Outgo - allows you to search for jobs based on the number of emails sent. Select the desired operator and click Search.
• Status – allows you to search for jobs according to their current status. Click the drop-down arrow beside the field to open a list of the statuses, select the one required and click Search.
• Last Executed By - allows you to search for jobs based on the user who last executed them Type the user name of the desired user into the field.
• Project ID - allows you to search for jobs based on the ID of the project to which they apply.
• Alphabetical Filter – the letters of the alphabet are listed along the lower edge of the window. Click a letter to show only those jobs in which the Description starts with the selected letter. Click All to show all jobs.

Note: You can use any combination of the above filters to find the required job. For example you can perform a search to find all the jobs with a particular status that were modified before a given date and that were created by a particular person. You can set all the filters and then perform the search, or you can perform separate searches using one filter at a time. Click Reset to remove all search criteria and display the full list.