Managing jobs

The Project overview screen appears when you open a project. It shows all jobs in the selected project, including jobs created in Trimble Sync Manager as well as jobs created on the controller and uploaded to the cloud.

To create a new job, click New. To create a new job from a template, click the arrow next to the New button and select the template. See Creating a job.

To download all jobs to your computer, click above the job list and select Download all jobs.

  • To edit a job, click the job to select it. If the job has not yet been downloaded to the controller, the job opens in the job editor. If the job has been downloaded, the job opens in the Review job screen. See Job properties.
  • To review a job that is In Progress or Field Work Complete, click the job to select it. The job opens in the Review job screen. See Reviewing jobs.
  • To save a job as a template, click in the job row and select Save as template. See Managing job templates.
  • To create a job from an existing job, click in the job row and select New job from this job. All data in the job, including survey data from the field, is copied to the new job.

  • To delete a job, click in the job row and select Delete. The job is deleted from the server and removed from the job list. You must be an administrator to delete a job that was created by someone else. See Managing team members.

    Project files you have attached to the job remain attached to the project when you delete the job.

To find a job in the list, use the fields at the top of the screen:

  • To search for part of the job name, author or assignee name, enter the text to search for in the Search field. Jobs with fields that contain the entered letters are listed.
  • To view the list of jobs by category, for example by Status or by Folder location, select the sorting method in the Sort by field.
  • To show only jobs assigned to you or created by you, select the appropriate option in the Show field. By default all jobs in the project are shown.

To refresh the job list, click . This is useful if, for example, a job has recently been added.

The status of a job must be changed manually. It can be changed in Trimble Sync Manager or in the Trimble Access software. To change the status of a job in Trimble Sync Manager, click in the job row and select Change status.

Jobs can have the following status:

  • New – the job has been created and its status has not yet been changed.

  • In progress – use to indicate the job has been downloaded to the controller and work has started.
  • Field Work Complete – use to indicate fieldwork is complete and all changes to the job have been uploaded to the cloud.

  • Closed (QA complete) – use to indicate all reports have been generated and the fieldwork has been verified as complete.

    A job with a status of QA complete is closed and cannot be sent for rework unless you change the status to In progress.

A job with a status of New may have been downloaded to the controller and work may be in progress in the field.