Create a Job
Learn how to create, edit, assign, and close jobs step-by-step in Ryela.
#jobs
#create
#assign
#close
Steps
1
Go to Jobs → Create Job.
2
Select customer, job type, and employee.
3
Choose asset, warehouse, and priority.
4
Save the job to add it to the job list.
5
Edit, reassign, or close the job as needed.
Transcript
Create a Job
To access the jobs section, click on Jobs. Here you can view completed jobs, jobs in progress, and open jobs. You can also filter jobs by date range.
Create a job:
- Click the Create a Job button.
- Select a customer and fill in job details.
- Choose job type: Maintenance, Delivery, or Collection.
- Assign an employee.
- Select required options (Signature, IMS, etc.).
- Pick an asset (e.g., 9-inch grinder). The system checks if it is already assigned or needs safety checks.
- Choose warehouse, quantity, and serial number.
- Set job priority: Normal, Important, Critical, or Low.
Managing jobs:
- Once created, jobs appear in the list as Open.
- Edit jobs to update details, add notes, or reassign engineers.
- Export or print jobs in Excel, CSV, or PDF format.
- Close jobs manually if required (normally done via the mobile app).
FAQs
Yes—add as many assets as required.
Yes, but normally jobs are closed through the mobile app.