Why Previous Job Information Isn’t Automatically Visible

WorkPal is designed so that job-specific data is not automatically carried over from one job to another, even if they are for the same site. This means that forms, notes, and other job-specific content will not appear on subsequent jobs by default. However, there are several effective ways to structure your workflow to ensure that relevant information remains accessible across jobs.

Recommended Approaches

  1. Link Information to Assets

    • If you attach the required data (e.g., parts used, service history, or completed forms) to a specific asset on the site, users will be able to access this information the next time they visit.

    • This method is ideal for asset-related data and ensures information is stored in a structured and logical manner.

  2. Use Job Recurrence

    • When setting up recurring jobs, there is an option to recur elements such as forms, notes, and tasks.

    • This can be especially helpful for engineers needing visibility of past work when revisiting a site on a scheduled basis.

  3. Duplicate Completed Jobs

    • Another option is to duplicate an existing job once it has been completed. You can then edit the new job as needed.

    • This approach allows you to carry over relevant details from the original job while still tailoring the new job as necessary.

  4. Attach Previous Job Sheets to the Site

    • If you would like users to access previous job sheets directly, these can be downloaded from the desktop version of WorkPal and uploaded to the site as documents.

    • Once attached, these documents will be available to any future jobs created at that site.