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How to use project jobs and filters

Every project has a jobs page listing all its jobs. This guide explains what the page shows and how to filter it to find what you need.

Who can use this?

Authors, Approvers, Project Admins and Client Admins with access to the project.

How do I open a project's jobs?

  1. Select Projects in the left-hand menu.
  2. Search for the project and open it.

What is on the jobs page?

  • Breadcrumb navigation back to Projects
  • Settings gear (Project settings): anyone can open it. Only Project Admins in the organisation that owns the project can change settings.
  • Show filters
  • Columns including Reference, Job Name, Type, Created Date, Expiry Date, Author and Status
  • The Type column shows an icon for how the RAMS was made. Hover over it to see Smart RAMS (uploaded), Created RAMS, Guided RAMS or POWRA.
  • The three dots menu on each row for Quick View, View, Upload RAMS (when the job has no RAMS yet), Mark Job as Completed (or Mark Job as Active), Delete Risk Assessment and Delete Job

To create a job, select Create in the top bar, then New Job / Risk Assessment. See How to create a job and upload RAMS (Link).

How do I filter jobs?

  1. Select Show filters.
  2. Enter or select the criteria you need: Search by (job name, reference and so on), Status, Client, Date Range, My Jobs/Risk Assessments or My Reviews.
  3. Review the filtered list.
  4. Select Clear or change filters to return to the full list.

What do the statuses mean?

The Status column shows where each job is in the workflow, for example Processing..., Pending Acceptance or Accepted. The job's stage bar uses stage names such as Awaiting Review, and the Status column may show Rejected where the stage bar shows Returned. See What are the workflow statuses or stages? (Link) and Understanding the job stages pipeline (Link).

Common questions

  • I cannot find a job: check spelling, clear filters, or search by reference.
  • I cannot create a job: you need the Author role.
  • I cannot see settings: project settings are for Project Admins and Client Admins.

Still need help?

Ask our live chat, email support@intuety.io or call 02922 710 527. Include the Job ID (shown in Job Quick View) if your question is about a specific job.