Add Actions to a Waybill

Waybill Diary Actions can be added to a Waybill one at a time, or several Actions can be added at once by creating a Waybill Job Type. 

To add a set of diary actions to a Waybill using the Job Type Creator:

1. Navigate to the Waybills module.

2. Click the Job Type Creator icon  .

3. Choose the applicable Waybill Job Type.  Ensure that the Diary checkbox is selected and click OK. 

4. Default diary actions are now added to the Diary tab for this Job Type.

To add individual diary actions to a Waybill (not part of a Job Type):

1. Navigate to the Diary tab of the Waybills module.

2. Click the Add button at the top left of the tab.

3. Select an action from the popup window and click OK.

4. Click Save.

Once a Job is added to the Waybill, the operational diary actions (highlighted in blue) are automatically added to each Job on the Waybill. The diary actions are displayed with a blue background in the Diary tab of the Jobs module. Updates to Waybill diary actions, such as Completing the action, can only be made from the Diary tab of the Waybills module.