Assignments Required on Jobs - User Guide

The Assignments Required on Jobs setting ensures that new jobs created in the Jobs view must include at least one assignment or line item before they can be saved and created. This setting helps maintain data completeness and ensures every job has actionable work assigned to it.

To configure the Assignments Required on Jobs setting, navigate to the Job Settings page in Redlist.

Steps:

1. From the left sidebar, click on "Settings"

2. In the Settings menu, click on "Jobs"

3. Click on the "Job Settings" tab at the top of the page

4. Scroll to the "Assignment Settings" section

The Assignment Settings section contains the toggle for requiring assignments on new jobs.

Setting Details:

- Toggle Name: Require assignments on new jobs

- Description: When enabled, users must select an assignment when creating new jobs

- Location: Job Settings > Job Settings tab > Assignment Settings section

- Status: Off by default

Enabling this setting will enforce that all new jobs must include at least one assignment or line item before they can be created.

Steps:

1. Navigate to Settings > Jobs > Job Settings tab

2. Scroll to the "Assignment Settings" section

3. Click the toggle next to "Require assignments on new jobs" to turn it ON (the toggle will turn blue)

4. The setting saves automatically - you will see a success message confirming the change

If you need to allow jobs to be created without assignments, you can disable this setting.

Steps:

1. Navigate to Settings > Jobs > Job Settings tab

2. Scroll to the "Assignment Settings" section

3. Click the toggle next to "Require assignments on new jobs" to turn it OFF (the toggle will turn gray)

4. The setting saves automatically - you will see a success message confirming the change

When the Assignments Required on Jobs setting is enabled, the system enforces assignment requirements during job creation in both the Jobs view and the Queues view.

What Happens When Enabled:

- Users can fill in all job details (client, contact, location, dates, etc.)

- When clicking "Save & Build", the system proceeds to the Build Job screen

- On the Build Job screen, users must add at least one assignment/line item (Phase, Template, or Line Item)

- If users attempt to click "Save & Create" without adding any assignments, they will see an error message

- Error Message: "Your system administrator requires jobs to have at least one line item collection to create a job. Please add at least one line item collection to continue."

- The job cannot be completed until at least one assignment/line item is added

What Happens When Disabled:

- Users can create and save jobs without any assignments or line items

- No validation message appears

- Jobs can be completed with or without assignments

Where This Applies:

- Operations > Jobs: Creating new jobs from the Jobs view

- Operations > Queues: Creating new jobs from the Queues view

When the setting is enabled, follow this workflow to successfully create a job with required assignments.

Steps:

1. Navigate to Operations > Jobs (or Operations > Queues)

2. Click the "+" button to create a new job

3. Fill in all required job information:

- Status

- Client

- Contact

- Location Name

- Job Owner

- Region

- Any other required fields for your organization

4. Click "Save & Build"

5. On the Build Job screen, add at least one assignment using one of these options:

- Click "+ Phase" to add a phase with line items

- Click "+ Template" to add a job template

- Click "+ Line Item" to add individual line items

6. After adding your assignment(s), click "Save & Create"

7. The job is now successfully created with assignments

1. Communicate the Change: Before enabling this setting, inform your team that all new jobs will require assignments to ensure smooth adoption

2. Plan Your Assignments: Decide on your organization's standard assignment types (phases, templates, or line items) before creating jobs

3. Use Job Templates: Create job templates with pre-defined assignments to speed up job creation while meeting the requirement

4. Align with Workflow: Enable this setting if your business process requires every job to have billable or trackable work items attached

Issue: Error message appears: "Your system administrator requires jobs to have at least one line item collection to create a job. Please add at least one line item collection to continue."

Solution: This means the Assignments Required on Jobs setting is enabled. Add at least one assignment (Phase, Template, or Line Item) on the Build Job screen before clicking "Save & Create". If you believe this requirement should not apply to your jobs, contact your system administrator to review the Job Settings configuration.

Issue: I enabled the setting but users can still create jobs without assignments

Solution: The setting only applies to new jobs created in the Jobs view and Queues view. Existing jobs are not affected. Ensure users are creating jobs through Operations > Jobs or Operations > Queues, and verify the setting is enabled (toggle is blue) in Settings > Jobs > Job Settings. You could also be in an area of the app where this feature is not yet supported and need to contact your CSM to request it.

Issue: What counts as an assignment or line item?

Solution: Assignments and line items refer to the work items you add on the Build Job screen, including inside Phases (which can contain multiple line items), job Templates (pre-configured work structures), or individual Line Items (specific work tasks, employees, and materials).

The Assignments Required on Jobs setting ensures data completeness by requiring that all new jobs created in the Jobs and Queues views include at least one assignment or line item before they can be saved and finalized. This tenant-wide setting helps maintain consistent job data and ensures every job has actionable, trackable work assigned from the start. Enable this setting in Job Settings to enforce the requirement, or disable it to allow jobs to be created without assignments.