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Creating a Job

A Job groups Erasure/Destruction Records together. Use a Job when processing a batch of devices, particularly for a client.

Open the Add Job dialogue​

  1. In the left sidebar, click Jobs.
  2. Click Add Job.

Enter job details​

Job Reference​

Enter a unique reference for the job. This field is required.

For example: JOB-2025-001 or CLIENTX-BATCH-3.

Customer Job Reference​

Enter the client's own reference number — for example, a purchase order number or work order number.

This field is optional by default but may be made mandatory by your administrator.

Client​

Optionally select a Client to link to this Job.

  • All Records added to this Job will automatically inherit this Client.
  • To add a new Client without leaving the dialogue, select Add New Client….
  • Leave this as None if the Job is not linked to a specific client.

Create the Job​

Click Create Job. The Job will be created and you can begin adding Records to it.

Adding Records to a Job​

Once the Job exists, there are two ways to add Records:

  1. From Add Record — when creating a new Record, select the Job from the Job dropdown in Step 1.
  2. From the Job details page — use the add record option directly on the Job page.

Closing a Job​

When all work for a Job is complete, you can close it to finalise the record.

  1. Open the Job.
  2. Click Edit (or open the edit option).
  3. Click Close Job.
  4. Confirm when prompted.
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Closing a Job is permanent. Once closed, the Job cannot be edited and no further Records can be added. Only close a Job when you are certain all work is complete and all Records have been added.

Generating a Job Certificate​

Once the Job contains Records, you can generate a Job Certificate from the Job details page. This certificate covers all Records linked to the Job.

See Generating Certificates for more detail.