arrow_backGetting Started

This guide describes the steps required to set up your own Jobd system. To operate the system, please see the guides for Administrator, List Manager and User.

1. Register as a Jobd user

If you haven't already done so, please register as a Jobd user and set up a password.

2. Activate your own Jobd System

Go to Settings and activate a Jobd system. You will be the administrator of the Jobd system that you create.

3. The System Menu

Familiarise yourself with all of the options on the System menu.

4. Appearance

Make changes to the Appearance of your Jobd system. You can change the system's name, description, avatar etc.

5. Make Job Lists.

Make as many job lists as you need. There are many ways to organise job lists e.g. by work based on trades (electrician, plumber, caterer etc), work based on location etc. Once you have completed step 8 below, for each job list decide which work lists can connect to it.

6. Users

Get your users to register on Jobd. Each user needs to register themselves individually, but you can send an email invitation to each of them. This invitation (or Jobd system message, if they have already registered) may also give them a link to request access to particular job lists in your Jobd system.

7. User Management

The Users page gives you the ability to manage:

• System Requests: Once users are aware of your Jobd system and have requested access, you can choose whether or not to give them access to your Jobd system.
• Job List Access: You can allow or deny access to your job lists following a request. Users can request access to your public job lists, you choose whether to assign users to your private job lists.
• User Access: Make changes to users that currently have access to your job lists. Create or remove job list managers.
• Change Administrator: The system administrator is responsible for managing the Jobd system.

8. Make Work Lists

Make as many work lists as you need. A work list might be set up for an individual, or for a group of workers that will be carrying out the same jobs. For each work list, decide which job lists can connect to it.

9. Worker Management

The Workers page gives you the ability to manage workers and work list managers:

• Worker Access: You can assign any of the users that have been given access to your system to be workers. Each worker can be assigned to one or more of your work lists. Work list managers can be created or removed.

Note that steps from 4 onwards are ongoing; they will need revisiting as your circumstances and requirements change.