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Create a Follow On Task

Andrew Dotto Updated by Andrew Dotto

Follow-on jobs can be created from multiple areas within DRS, including the Jobs screen, the job details page and directly from the diary using the available action menus. This allows users to quickly generate additional work linked to an existing job.

To create a follow-on from the Jobs screen, select a valid job from the list and click the Follow-On button. A pop-up window will open, pre-populated with key details from the original (parent) job.

Update or complete the required fields as needed. Fields marked with a red asterisk (*) are mandatory and must be completed before proceeding. Click Create to generate the follow-on job, which will then open in the job details screen.

Additional fields can be included in this window through system configuration, allowing it to be tailored to specific business requirements.

Follow On Jobs

 To Create a follow on from the job section select a valid job from the Jobs list and clicking the Follow-On button.

The create follow-on pop-up window will launch containing some generic details from the parent job

Complete or amend the required fields, anything with a red star requires a value to be present and click Create.  This will take you to the job details screen with a new follow-on job created.

*Additional fields can be added to this window as required from within the Configuration tab.

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