Once a CoopR Job is created, the Principal and their team can update it at any time to reflect changes in the workflow. The Edit (pen) button allows users to modify key details such as:
- Deadline
- CoopR Name
- CoopR Description
- Job Type
Key Features and Actions:
Duplicate Job
Save time by duplicating an existing CoopR Job to quickly create similar proposals.
CoopR Statuses
Statuses help keep the workflow transparent and ensure smooth progress tracking. The available statuses include:
- Requested – The job has been created.
- Returned – The contractor has completed work and submitted it back to the Principal.
- On Hold – Development is temporarily paused.
- Accepted – The proposal has been approved by the Principal.
- Cancelled – The job is no longer active.
CoopR MatchBox Order Status
If a MatchBox order is created within a CoopR Job, its status can be tracked directly in CoopR. This ensures that MatchBox-related updates remain visible and accessible within the workflow.
Development Approval
CoopR enables structured approval processes through workflow checkboxes. These checkboxes provide real-time transparency into each step of the development process (e.g., for print or yarn dye workflows). A job can only be fully approved once all relevant checkboxes are ticked
CoopR Tags
Use tags to categorize and organize CoopR Jobs efficiently. Tags help in quickly filtering and retrieving jobs when needed.
Comments and File Uploads
- Add Comments – Use the comment box to communicate with your team and keep discussions in one place. Click Save after writing a comment.
- Upload Files/Proposals – Drag and drop files into the designated area or click the upload box to open the file selection dialog
Add Attachments
Attach supporting files and documents to a CoopR Job:
-
Hover over the job entry until the paperclip icon appears.
-
Click "Add Attachment" and select the file to upload.
Add Marker
Highlight key information by placing markers on relevant sections.
Edit Team Members
Modify or update team assignments as needed. You can manage members within both:
- Team Principal
- Team Contractor
These features help teams effectively manage and track CoopR Jobs, ensuring a structured and transparent development process from start to finish.
Comments
0 comments
Please sign in to leave a comment.