Certified Locations and the Certified Job Worksheet Report

Once a location has been set to be "Certified," it can be used our certified job worksheet report for easy reference. If a location has not been set to be "Certified," it will never appear in the Certified Job Worksheet.

Setting A Location To Be Certified

  • Go to Manage and click on Locations.

    Certified_Locations_And_Certified_Job_Worksheet__360024442753__Manage_-_Locations.png

  • Press the pencil icon to the left of your certified location.

    Certified_Locations_And_Certified_Job_Worksheet__360024442753__Location_-_Certified_-_Edit_Location_Focus.png

  • Click on the Custom Fields tab.

    Certified_Locations_And_Certified_Job_Worksheet__360024442753__Location_-_Certified_-_Custom_Fields_Focused.png

  • One of the options will be "Job Type" with a drop-down menu that allows you to set the location to be Certified.

    Certified_Locations_And_Certified_Job_Worksheet__360024442753__Location_-_Certified_-_Custom_Field_Focused.png

  • Save when finished.

Using The Certified Job Worksheet Report

  • Go to Reports.

    Certified_Locations_And_Certified_Job_Worksheet__360024442753__Reports.png

  • Under the Location section will be the Certified Job Worksheet.

    Certified_Locations_And_Certified_Job_Worksheet__360024442753__Location_-_Certified_-_Reports_List.png

  • The report specific options allow the following:

    Certified_Locations_And_Certified_Job_Worksheet__360024442753__Location_-_Certified_-_Certified_Job_Worksheet_Options.png

  • When generating the report, it will appear like the example below and can be saved as for Excel, as a PDF or CSV for reference purposes.

    Certified_Locations_And_Certified_Job_Worksheet__360024442753__Location_-_Certified_-_Certified_Job_Worksheet_Example_Edited.png

For more information about reports, you can refer to the following article: Reports Walkthrough

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