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The Partially Completed Jobs Report provides visibility of jobs that have tasks marked as completed but are not fully closed.
This report helps users to:
Identify jobs that are partially completed and require follow-up.
Monitor job progress and completion of outstanding tasks.
Allocate resources to jobs that need attention.
Reduce delays in job closure.
This report supports operational oversight of job workflows and helps maintain accurate job tracking records.
Getting There
To access the Partially Completed Jobs Report in Service Geeni, follow these steps:
Open the Business Intelligence module.
Click on the Reports sub-module.
In the Reports window, navigate to the Scheduling category.
Click the Partially Completed Jobs module to open the report.
Add the desired filters (explained below), then click the Apply button to generate the report.
Available Filters and Their Impact
Use the filters at the top of the report to refine which partially completed jobs are displayed.
Branch: Filters the report by branch or depot. The report uses the branch selected in the main Service Geeni interface. If All Branches is selected, you can choose one or more branches.
Customer Account: Filters the report by customer account number. Only jobs linked to the selected account are displayed.
Period: Filters the report by the completion date of the last task on the job. Only jobs with task completion dates within the selected range are displayed.
Column Breakdown and Key Fields
You can filter the results visually with two view modes:
View By Type
View by Status
Each row in the report represents a partially completed job.
Column Name | Description |
Job No. | Unique job number. |
Status | Current job status. |
Completed Date | Date the latest task was completed. |
Insight: Regularly reviewing partially completed jobs ensures that outstanding tasks are identified and acted upon promptly, preventing delays in service delivery.
The Partially Completed Jobs Report is a vital tool for monitoring workflow and job progress in Service Geeni.
Review this report regularly - such as daily or weekly - to ensure all partially completed jobs are followed up and closed efficiently. This helps maintain accurate job tracking records and improves service delivery.