Stages module in BridgeLCS enhances job management and enables efficient monitoring and organization of tasks, by assigning stages to specific activity codes.
- In order to successfully complete a job, all stages must be completed.
- You can create stages for unlimited activities in the enterprise package whereas in the growth package, stages can be created for up to 5 activities.
Here are the general steps to create a Stage in BridgeLCS.
- Step 1: Go to Bridge Spotlight→ Stages → New Stage
- Step 2: Stage Configuration
Provide the stage name.
Choose the activity type,activity code and number of stages from the dropdown. Click on Save once done.
- Step 3:Task Allocation
The number of stages selected in Step2, will be displayed.
Within each stage, you will find four distinct sections namely Columns,Documents,Invoices and To Do.
Based on the requirements, enable necessary conditions for the stage by following the below steps.
A repetitive pattern is observed, to allocate tasks for other stages.
- Step 4: Update Columns Section
The Columns section has four subsections namely Job, General, Clearance, and Warehouse.
Depending on your needs, enable the checkboxes for the four distinct sections under Columns. On the right side of the page, enter the stage name and specify the number of days required to complete that particular stage.
Enable skippable, if the stage has to be skipped without fulfilling the conditions.
- Step 5:Update Documents Section
Provide a name for the document and click on the Create button
Choose the document as per your needs.
The selected document will reflect on the right hand side of the page.
- Step 6: Select Invoices Section
Choose the specific Invoice that needs to be updated in a particular stage.
The selected invoice will reflect on the right hand side of the page.
- Step 7: Update To Do Section
Enter a suitable name for the To-Do task based on your requirements, and then click on the Create button.
Choose the task as per your needs.
The selected To Do task will reflect on the right hand side of the page. Click on Save.
Created stages will be displayed in the list and can be Viewed, Edited and Deleted.
- Step 8: Manage the Stages
Create a Job, for the activity code that includes newly added Stages.
Step Indicator reveals the number of stages involved in a specific job.
Click on the stage to view the conditions to be fulfilled.Pending and completed tasks will be displayed.
Enable Switch to default stage if stages are not required for the specific job.
Fulfill all the required stages in order to successfully complete a job.