Job Card Management User Manual
Version: v.1.0.30.1
Prepared by: Issac
Date: 28 June 2025

Table of Contents

1. Introduction
2. System Requirements
3. Logging In
4. Main Features and Functions
   • 4.1 Creating a New Job Card
   • 4.2 Adding Material Consumption
   • 4.3 Recording Job Activities
   • 4.4 Submitting for Approval
5. Troubleshooting Common Issues
6. FAQs
7. Support

1. Introduction

The Job Card module enables users to log consumption entries for goods procured via the Store Purchase Order screen. It supports operations and maintenance processes by allowing users to assign inventory usage, capture job-related activities, and submit entries for approval. This streamlines asset upkeep and inventory accuracy across the system.

2. System Requirements

• Browser: Chrome 90+ or Firefox 85+
• User Role: Maintenance Manager or Admin

3. Logging In

1. Navigate to the Zealit login portal.
2. Enter your assigned username and password.
3. From the dashboard, select the "Job Card" module.
   
   

4. Main Features and Functions

4.1 Creating a New Job Card

1. Click Create New.
2. Fill in the following fields:
   • Truck Number
   • Container Number
   • Start Date and End Date
   • Kilometer Reading
   • Vendor
   • Repair At: Specify physical location
   • Repaired At: Choose from dropdown (e.g., Internal, Vendor)
   • Driver Name
   • Notes (if applicable)
     
     

4.2 Adding Material Consumption

1. Switch to the Material Details tab.
2. Click Fetch From Store.
3. Unassigned inventory items are displayed.
4. Select the required entries and input the quantity to be consumed.
   
   

4.3 Recording Job Activities

1. Navigate to the Activity tab.
2. Add details of the activity or service performed for this job.
   Example: Oil change, Engine diagnostics, Brake pad replacement, etc.
   
   

4.4 Submitting for Approval

1. Review all job card entries for accuracy.
2. Click Submit.
3. The job card is saved in Draft status and sent for a single-level approval process.
   
4. The printables can be printed in the landing page near each entries added.
   
5. There are two options available such as Work order and Pick list.

5. Troubleshooting Common Issues

6. FAQs

• Can a job card use materials from multiple Store POs?
  Yes, if the items are unassigned and available during the fetch operation.

• What is the status after clicking Submit?
  The entry is saved as Draft and enters the approval workflow.

• Can submitted job cards be edited?
  Only unapproved drafts can be edited. Once approved, they are locked.

7. Support

For assistance or technical issues, please contact the IT Help Desk:
📧 helpdesk@aggrandizeventure.zohodesk.in