{"id":16754,"date":"2016-11-17T16:50:15","date_gmt":"2016-11-17T16:50:15","guid":{"rendered":"https:\/\/www.okappy.com\/?post_type=avada_portfolio&#038;p=16754"},"modified":"2020-07-08T09:27:21","modified_gmt":"2020-07-08T08:27:21","slug":"archiving-your-jobs","status":"publish","type":"avada_portfolio","link":"https:\/\/www.okappy.com\/support-article\/archiving-your-jobs\/","title":{"rendered":"Archiving your jobs"},"content":{"rendered":"<p><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-1 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-bottom:31px;\"><h1 class=\"title-heading-left\" style=\"margin:0;\">Archiving your jobs<\/h1><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-2 hundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-1 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last fusion-column-no-min-height\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"fusion-text fusion-text-1\" style=\"transform:translate3d(0,0,0);\"><p>Okappy is all about getting rid of paperwork and making it easier to find your job information. One way of doing it is through the ability to easily archive your jobs.<\/p>\n<p>By archiving your jobs, you can easily see the wood from the trees rather than being submerged with lists and lists of jobs. Another benefit from archiving your jobs is improved performance. Whatever system you use, whether it&#8217;s a file full of job sheets, Microsoft Excel or (heaven forbid!) one of our competitors&#8217;, the more jobs you have to search through, the more time it will take. By focusing on outstanding jobs and archiving off your completed jobs, the system can calculate the latest status much quicker.\u00a0It reduces the demand on both your internet connection and the amount of data you download to your iPhone, iPad or Android phone. For Android phones in particular, there are limits to how much data can be stored in case of a poor network.<\/p>\n<p>So you want to start archiving your jobs, how do you go about doing it?<\/p>\n<\/div><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-2 fusion-sep-none fusion-title-text fusion-title-size-three\" style=\"margin-top:0px;margin-bottom:31px;\"><h3 class=\"title-heading-left\" style=\"margin:0;\">Archiving your jobs automatically<\/h3><\/div><div class=\"fusion-text fusion-text-2\" style=\"transform:translate3d(0,0,0);\"><p>With Okappy, archiving your jobs is easy and can be done automatically. Once you have raised an invoice against a completed job, the job will automatically drop off from the Open jobs screen to Archived jobs.<\/p>\n<p>By archiving your jobs automatically, you can easily see any completed jobs with no invoice raised against it as they will still be sitting in the Open jobs\/ Completed jobs section.<\/p>\n<p>To archive your jobs automatically. From within the jobs screen,<\/p>\n<ul>\n<li>click <strong>Job options<\/strong> towards the top right of the screen<\/li>\n<li>Click <strong>Turn auto-archiving on<\/strong><\/li>\n<li>In the window that is displayed, click <strong>Turn auto-archiving on<\/strong><\/li>\n<li>Log out and then back in again for the changes to take affect<\/li>\n<\/ul>\n<p>To turn auto-archiving off, simply repeat the steps above.<\/p>\n<\/div><span class=\" fusion-imageframe imageframe-none imageframe-1 hover-type-none\"><img width=\"1024\" height=\"693\" alt=\"web auto archive jobs\" title=\"web auto archive jobs\" src=\"https:\/\/okappyimages.okappy.com\/web-auto-archive-jobs.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-auto-archive-jobs-1024x693.png\" class=\"lazyload img-responsive wp-image-29564\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271549%27%20height%3D%271049%27%20viewBox%3D%270%200%201549%201049%27%3E%3Crect%20width%3D%271549%27%20height%3D%2731049%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/web-auto-archive-jobs-200x135.png 200w, https:\/\/okappyimages.okappy.com\/web-auto-archive-jobs-400x271.png 400w, https:\/\/okappyimages.okappy.com\/web-auto-archive-jobs-600x406.png 600w, https:\/\/okappyimages.okappy.com\/web-auto-archive-jobs-800x542.png 800w, https:\/\/okappyimages.okappy.com\/web-auto-archive-jobs-1200x813.png 1200w, https:\/\/okappyimages.okappy.com\/web-auto-archive-jobs.png 1549w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 900px) 100vw, 1200px\" \/><\/span><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-3 fusion-sep-none fusion-title-text fusion-title-size-three\" style=\"margin-top:0px;margin-bottom:31px;\"><h3 class=\"title-heading-left\" style=\"margin:0;\">Archiving your jobs manually<\/h3><\/div><div class=\"fusion-text fusion-text-3\" style=\"transform:translate3d(0,0,0);\"><p>If you are not raising invoices or simply want more control over when jobs are archived. Then simply click the more icon ( <img class=\"lazyload size-full wp-image-14316\" src=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%2740%27%20height%3D%2731%27%20viewBox%3D%270%200%2040%2031%27%3E%3Crect%20width%3D%2740%27%20height%3D%27331%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/more-icon@2x.png\" alt=\"3 orange dots\" width=\"40\" height=\"31\" \/> ) and click <strong>archive jobs<\/strong>.<\/p>\n<\/div><span class=\" fusion-imageframe imageframe-none imageframe-2 hover-type-none\"><a href=\"https:\/\/okappyimages.okappy.com\/web-manually-archive-jobs-1024x693.png\" class=\"fusion-lightbox\" data-rel=\"iLightbox[0d331d3482ad7204068]\" data-caption=\"web manually archive jobs\" data-title=\"web manually archive jobs\" title=\"web manually archive jobs\"><img width=\"1024\" height=\"693\" alt=\"web manually archive jobs\" src=\"https:\/\/okappyimages.okappy.com\/web-manually-archive-jobs.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-manually-archive-jobs-1024x693.png\" class=\"lazyload img-responsive wp-image-29565\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271549%27%20height%3D%271049%27%20viewBox%3D%270%200%201549%201049%27%3E%3Crect%20width%3D%271549%27%20height%3D%2731049%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/web-manually-archive-jobs-200x135.png 200w, https:\/\/okappyimages.okappy.com\/web-manually-archive-jobs-400x271.png 400w, https:\/\/okappyimages.okappy.com\/web-manually-archive-jobs-600x406.png 600w, https:\/\/okappyimages.okappy.com\/web-manually-archive-jobs-800x542.png 800w, https:\/\/okappyimages.okappy.com\/web-manually-archive-jobs-1200x813.png 1200w, https:\/\/okappyimages.okappy.com\/web-manually-archive-jobs.png 1549w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 900px) 100vw, 1200px\" \/><\/a><\/span><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-4 fusion-sep-none fusion-title-text fusion-title-size-three\" style=\"margin-top:0px;margin-bottom:31px;\"><h3 class=\"title-heading-left\" style=\"margin:0;\">Viewing your archived jobs<\/h3><\/div><div class=\"fusion-text fusion-text-4\" style=\"transform:translate3d(0,0,0);\"><p>You can view your archived jobs from the reports screen. \u00a0Both the <a href=\"https:\/\/www.okappy.com\/support-article\/all-jobs-report\/\" target=\"_blank\" rel=\"noopener noreferrer\"><strong>All jobs report<\/strong><\/a> and the <a href=\"https:\/\/www.okappy.com\/support-article\/archived-jobs-report\/\" target=\"_blank\" rel=\"noopener noreferrer\"><strong>Archived jobs report<\/strong><\/a> shows archived jobs over a period.<\/p>\n<ul>\n<li>Simply choose <strong>Reports<\/strong><\/li>\n<li>Select the <strong>All jobs<\/strong> report or <strong>Archived jobs<\/strong> report<\/li>\n<li>Select the date range, you can search by\n<ul>\n<li>the date the job was added<\/li>\n<li>The date the job was completed, or the<\/li>\n<li>Appointment date of the job<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>You can also use the <strong>Global search<\/strong> to find your job by ID, reference, description, address or postcode.<\/p>\n<h3><\/h3>\n<\/div><span class=\" fusion-imageframe imageframe-none imageframe-3 hover-type-none\"><a href=\"https:\/\/okappyimages.okappy.com\/web-archived-jobs-report-1024x693.png\" class=\"fusion-lightbox\" data-rel=\"iLightbox[81af9364be16dd2a064]\" data-caption=\"web archived jobs report\" data-title=\"web archived jobs report\" title=\"web archived jobs report\"><img width=\"1024\" height=\"693\" alt=\"web archived jobs report\" src=\"https:\/\/okappyimages.okappy.com\/web-archived-jobs-report.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-archived-jobs-report-1024x693.png\" class=\"lazyload img-responsive wp-image-29572\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271549%27%20height%3D%271049%27%20viewBox%3D%270%200%201549%201049%27%3E%3Crect%20width%3D%271549%27%20height%3D%2731049%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/web-archived-jobs-report-200x135.png 200w, https:\/\/okappyimages.okappy.com\/web-archived-jobs-report-400x271.png 400w, https:\/\/okappyimages.okappy.com\/web-archived-jobs-report-600x406.png 600w, https:\/\/okappyimages.okappy.com\/web-archived-jobs-report-800x542.png 800w, https:\/\/okappyimages.okappy.com\/web-archived-jobs-report-1200x813.png 1200w, https:\/\/okappyimages.okappy.com\/web-archived-jobs-report.png 1549w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 900px) 100vw, 1200px\" \/><\/a><\/span><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-5 fusion-sep-none fusion-title-text fusion-title-size-three\" style=\"margin-top:0px;margin-bottom:31px;\"><h3 class=\"title-heading-left\" style=\"margin:0;\">Deleting jobs<\/h3><\/div><div class=\"fusion-text fusion-text-5\" style=\"transform:translate3d(0,0,0);\"><p>What if I don&#8217;t want the job on the system at all?<\/p>\n<p>If for some reason, you don&#8217;t want to keep your job on the system, you can delete it by simply clicking on the three-dots\u00a0icon ( <img class=\"lazyload size-full wp-image-14316\" src=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%2740%27%20height%3D%2731%27%20viewBox%3D%270%200%2040%2031%27%3E%3Crect%20width%3D%2740%27%20height%3D%27331%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/more-icon@2x.png\" alt=\"3 orange dots\" width=\"40\" height=\"31\" \/> ) and click on\u00a0<strong>Delete jobs<\/strong>.<\/p>\n<p><strong>Note<\/strong>: This option is not available if your customer or subcontractor has entered a job on your behalf.<\/p>\n<p>Find out more about <a href=\"http:\/\/www.okappy.com\/features\/\" target=\"_blank\" rel=\"noopener noreferrer\">managing your jobs with Okappy<\/a>.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><style type=\"text\/css\">.fusion-fullwidth.fusion-builder-row-2 { overflow:visible; }<\/style><\/div><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Okappy helps you see the wood from the trees. With our simple job sheet archive option, you can quickly separate your old historical jobs from your current outstanding jobs.  This makes searching for your jobs quicker and can improve performance of the system as a whole.<\/p>\n","protected":false},"author":1,"featured_media":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"spay_email":""},"portfolio_category":[313],"portfolio_skills":[],"portfolio_tags":[352,353,354],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v16.6.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Archiving your jobs<\/title>\n<meta name=\"description\" content=\"See the wood from the trees by archiving off your old jobs. 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