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Practice Manager only

The Edit Job window uses the same rules used to add a job.

For AE users, the difference here is that Assignment Responsibility information is not available. This information is only applicable when you are adding new assignments to clients.

To edit job details
  1. Open the Job Sheet homepage.

  2. Double-click the job to be edited. The (AE) Edit Job/Schedule or (AO) Edit Job window opens.

  3. Edit the information as necessary.

  4. Click OK. Your changes are saved, and the window closes.