Job Card User Manual

Version: v.1.0.44.9
Prepared by: Issac
Date: 05-Jun-2026

Table of Contents

1. Introduction

2. System Requirements

3. Logging In

4. Main Features and Functions

   • 4.1 Field Customization

5. Troubleshooting Common Issues

6. FAQs

7. Support

1. Introduction

The Job Card module includes a Field Customization feature that allows authorized users to customize fields displayed within the Job Card creation page and grid. Based on the assigned process access (CUSTOMIZED_FIELDS), users can modify field properties to better align with operational requirements without requiring system changes.

2. System Requirements

• Browser: Chrome 90+ or Firefox 85+

• User Role: User with CUSTOMIZED_FIELDS process access

3. Logging In

1. Navigate to the ZEALIT 2.0 login page.
   
   

2. Enter your username and password.

3. Select the Job Card module from the dashboard.
   
   

4. Main Features and Functions

4.1 Field Customization

Access Requirements

1. Access to the customization feature is controlled through the CUSTOMIZED_FIELDS process.

2. Users assigned this process will be able to view the Gear button on:

   • Job Card Creation Page
     
     

   • Job Card Grid
     
     

Customizing Fields

1. Open the Job Card module.

2. Click the Gear button available on the creation page or grid.

3. The Field Customization popup window will be displayed.

4. Within the popup, users can perform the following actions:
   
   

Rename Existing Fields

• Modify the display name of existing fields.

• Changes are reflected throughout the Job Card screen.

Change Field Visibility

• Show or hide fields based on business requirements.

• Hidden fields will not be displayed to users.

Change Mandatory Status

• Mark fields as Mandatory or Optional.

• Mandatory fields must be completed before saving the Job Card.

Make Fields Read Only

• Configure fields as Read Only.

• Users can view the field value but cannot modify it.

Key Benefits

• Enables screen personalization without development changes.

• Improves user experience by displaying only relevant fields.

• Ensures data quality through mandatory field configuration.

• Prevents unauthorized data modifications using read-only controls.

5. Troubleshooting Common Issues

6. FAQs

Q: Who can access the Field Customization feature?
Only users assigned with the CUSTOMIZED_FIELDS process access.

Q: Can I rename any field in the Job Card screen?
Yes, fields available within the customization popup can be renamed.

Q: What happens when a field is marked as Mandatory?
Users must enter a value before the Job Card can be saved.

Q: What does Read Only mean?
The field value can be viewed but cannot be modified by users.

Q: Can hidden fields be made visible again?
Yes. Open the customization popup and change the field visibility setting.

7. Support

For further assistance, contact the IT Help Desk at helpdesk@aggrandizeventure.zohodesk.in