{"id":25250,"date":"2019-02-19T16:07:31","date_gmt":"2019-02-19T16:07:31","guid":{"rendered":"https:\/\/www.okappy.com\/?post_type=avada_portfolio&#038;p=25250"},"modified":"2020-06-04T08:25:30","modified_gmt":"2020-06-04T07:25:30","slug":"work-information-for-office-only","status":"publish","type":"avada_portfolio","link":"https:\/\/www.okappy.com\/support-article\/work-information-for-office-only\/","title":{"rendered":"Keeping information within the office"},"content":{"rendered":"<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-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\"><h1>Restricting sensitive information to the office<\/h1><\/h1><\/div><div class=\"fusion-text fusion-text-1\"><p>If you want to have information available to the office staff and not your engineers, you can do this using a column on your dashboard which is not included in your jobs templates.<\/p>\n<p>You can view and edit information on the job dashboard without it being displayed in the job details. This also means it is not available \u00a0to your engineers on their mobile phones.<\/p>\n<p>This is particularly useful if you are adding cost or pricing information post job completion. This information would show up in the previous jobs for customer or previous jobs \u00a0for site address or if your engineer searched for a job.<\/p>\n<p>Although the job search for a standard user will only show their jobs, and the historic jobs can be restricted, there might still be a need to ensure that commercial sensitive information is not available.<\/p>\n<\/div><a id=\"\" class=\"\" title=\"\" href=\"https:\/\/okappyimages.okappy.com\/jobs-dashboard-change-layout.png\" data-title=\"\" data-caption=\"\" data-rel=\"iLightbox\"><img class=\"lazyload\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/jobs-dashboard-change-layout.png\" alt=\"\" \/><\/a><div class=\"fusion-text fusion-text-2\"><p>Click on <strong>Job options<\/strong> towards the top right of the jobs dashboard and select <strong>Change page layout<\/strong>.<\/p>\n<\/div><a id=\"\" class=\"\" title=\"\" href=\"https:\/\/okappyimages.okappy.com\/jobs-dashboard-add-costs-column.png\" data-title=\"\" data-caption=\"\" data-rel=\"iLightbox\"><img class=\"lazyload\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/jobs-dashboard-add-costs-column.png\" alt=\"\" \/><\/a><div class=\"fusion-text fusion-text-3\"><p>Tick the additional columns that you would like to add to your job dashboard. If they&#8217;re not in a \u00a0job template, they won&#8217;t appear on the engineer&#8217;s job sheets.<\/p>\n<\/div><a id=\"\" class=\"\" title=\"\" href=\"https:\/\/okappyimages.okappy.com\/jobs-dashboard-edit-details.png\" data-title=\"\" data-caption=\"\" data-rel=\"iLightbox\"><img class=\"lazyload\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/jobs-dashboard-edit-details.png\" alt=\"\" \/><\/a><div class=\"fusion-text fusion-text-4\"><p>To edit the information in the private fields, hover over it and click on the pencil icon to add your details.<\/p>\n<\/div><a id=\"\" class=\"\" title=\"\" href=\"https:\/\/okappyimages.okappy.com\/jobs-dashboard-new-columns.png\" data-title=\"\" data-caption=\"\" data-rel=\"iLightbox\"><img class=\"lazyload\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/jobs-dashboard-new-columns.png\" alt=\"\" \/><\/a><div class=\"fusion-text fusion-text-5\"><p>These fields can be used to add private reminders or references for the administrator relating to the job.<\/p>\n<p>You can also have the field pick up automatically when you raise your invoice.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>See how to keep sensitive or private information within the office, restricting its availability to your engineers<\/p>\n","protected":false},"author":5,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"spay_email":""},"portfolio_category":[313],"portfolio_skills":[],"portfolio_tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.0 - 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