Label

Label

Introduction
  1. Utilize labels for efficient job indexing, filtering, and organization. This feature enhances your experience, providing a seamless way to manage and categorize your audit jobs.
  2. The label is functionality with which you can label a job with predefined labels.
  3. More than one label can be added to a job.
  4. For Example, ABC Super Fund - FY 2020 job can be labeled as Complex and Urgent.
  5. You can create labels as per your firm's requirements. Each label can be defined in detail.
  6. There can be as many as 25 labels at any given time and labels can be deleted and recreated anytime
  7. Labels allow you to create your own criteria and search jobs easily from the My Audit Job and Completed Audit Job Queue using the additional filter added. Labels can also be used to refine reporting.
Note:
  1. There must be a minimum of 2 labels active.
  2. Maximum 25 labels can be added.

How to Create a Label

Step 1:- Click on Admin > Label once you have logged in to the portal.




Step 2:- Now click on Create Label to process forward.




Step 3:- Now on the pop-up screen, enter the Name and Description of the label.




Step 4:- As soon as you enter all the details, the initially disabled Save button will be enabled now. Click on it to save the created Label.




Step 5:- Now you will be able to see a confirmation pop-up at the bottom of your screen.




Note:- once you have added a maximum of 25 labels, you will be able to see a warning as shown below. Also, Create Label button will now be disabled.


How to Add Label From the Manage Jobs Module

Step 1:- Click on Audit > Manage Jobs > My Audit Jobs after logging in to the platform.

Step 2:- From the appearing page, click on the three-dot menu and select Add Label from there.





Note:- Labels can be only added to an existing job that is in In Progress stage. You can add as many labels as you want to. 

Step 3:- A list of all the available labels will now appear with a checkbox, click on the ones you want to add and hit Save.




Step 4:- A confirmation message will now appear on the right bottom of your screen. You will now be able to view the labels added in the Label column on the My Audit Job.




Adding Labels to Jobs From Fund Dashboard

Step 1: From the Fund Dashboard, find the Add Label option.


Step 2: Click the "+" icon to open the list of available labels.

Step 3: Select applicable labels for the fund and hit Save. 


Step 4: A confirmation pop-up will appear at the bottom of your screen.


Filtering by Labels

  • The My Audit Job and Completed Audit Job have a filter option for labels.

  • Combine label filters with other filters. Select multiple labels if needed.

  • Labels without active jobs aren't visible in the My Audit Job, but all labels appear in the Completed Audit Job.

  • Manage Jobs > My Audit Job/Completed Audit Job > Filter > Label > Filter.


Label Display

  • A column reflects added labels in My Audit Job and Completed Audit Job an icon shows multiple labels.


  • The Dashboard displays labels for your latest 5 jobs.


  • The Job Shortcut Menu allows label management.


  • Labels are not visible on connected portals and won't appear in PDF Audit File Summaries.

  • Re-importing Lead Schedules won't affect job labels.

  • Label creation/deletion is tracked in Recent Activities.

For further information or assistance, please contact support@cloudoffis.com.au


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