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Jobs & Plans

Plan and record work on a field

Written by Cheryl Evans

A job is the method of planning an operation to be carried out on a field, and also to record the details of when it was completed.

There are a number of stages in creating a job and following it through to completion.

As you move through these stages, the job status changes. The jobs module is accessed by clicking the Jobs icon from the sidebar.

Jobs typically show a collection of fields that had the same operation carried out (for example, rolling) or had the same selection of products applied to them at the same rate (for example, an application of 150 kg/ha of MOP).

The jobs home page displays the status of each job by arranging them into status columns as below:

Draft – the job is planned but not active yet.

Issued – the job has been created and is waiting to be carried out.

In progress – some fields in the job have been completed, but others have not yet been.

Done – all fields in the job have been completed.

Done/Cancelled - will appear when jobs have been full cancelled.

The home page also uses icons to group job types, making them easier to identify.

Job types which show an icon are:

  • Harvest

  • Manures

  • Planting

  • Spreading

  • Spraying

  • Tillage

You can filter the jobs in the jobs page by selecting the Job Filter option from the top right hand side. Enter the information you wish to filter by, and select Search.

This can be done before the work is carried out and assigned to an operator, or added once the work has been completed.

The Jobs page has two tabs: Jobs, which shows the status columns above, and Requirements, which shows the products you need to buy for a set of jobs. The Jobs tab is shown each time you open the page. See Requirements: working out what to buy.

Depending on your TELUS Crop Management version, you may be able to group a number of jobs into a plan, for example to organise jobs of a similar type.

Adding a new job

To add a new job, from the Jobs module:

1. Select the + New Job button

2. On the Job Summary tab enter a job name - for example, Wheat T1s

3. Select an activity for the job

4. Optionally, you may wish to select or enter:

  • Target date

  • Plan (not available to all users)

  • Advisor

  • Target operator

  • Notes

On the ‘Select Fields’ tab:

  1. If required, filter the list by selecting the filter parameter and typing the filter you want to use – for example, select filter type Crop type and enter the filter Wheat Winter. The fields list will now show only fields with a crop of wheat. Use the Select all button to select all visible fields. Or, use the type search to find a specific field.

  2. Alternatively use the, group by option to select how you want your fields to be grouped and this will arrange the fields in to either one or many groups of the same characteristics and mean an entire group of fields can be selected at once.

  3. To remove any fields from the Selected Fields list, click the deselect icon or use the Remove all button to deselect all fields.

  4. Click Next or the Products tab to move to the next stage. If your job does not require products, you may move directly to Select equipment or Review job.

Reordering your selections

Once you've selected two or more fields, you can put them in the order you want.

  1. In the Selected Fields list, find the six dots icon at the left of each field name.

  2. Click and hold the icon, drag the field up or down to its new position, then release.

  3. Repeat for any other fields you want to move.

The order is saved with the job, so it's still there when you reopen it.

💡The icon only appears when two or more fields are selected. You need permission to edit jobs to change the order.

On the ‘Select Products’ tab (if your job requires a product)

  1. If required, filter the list by selecting the filter parameter and typing the filter you want to use – for example, select filter type Fungicide. The list will now only show fungicide products. Or, use the type search to find a specific product.

    On a Spraying job, the product filter starts with All Pesticides and Trace Element selected, so trace element products appear in the list without you changing the filter. You can change the filter at any time to narrow or widen the list.

  2. Select products required for the job.

  3. For each selected product, enter a rate/ha or total quantity to use. If you do not have the correct product already setup, you can shortcut to the appropriate setup section by clicking on + New Product.

  4. Click Next or the Select Equipment tab to move to the next stage. If you do not wish to select equipment, you may move directly to Review job.

Reordering your selections

Once you've selected two or more products, you can put them in the order you want.

  1. In the Selected Products list, find the six dots icon at the left of each product name.

  2. Click and hold the icon, drag the product up or down to its new position, then release.

  3. Repeat for any other products you want to move.

The order is saved with the job, so it's still there when you reopen it.

💡The icon only appears when two or more products are selected. You need permission to edit jobs to change the order.

On the ‘Select Equipment’ tab: (all selections are optional)

  • Select an implement

  • Select a machine

If the activity type selected was a spraying type, in the settings section:

A. Enter a Water Rate

B. Select a Nozzle Rating

C. Select a Spray Quality

D. Add a Primary Tank Capacity or Secondary Tank Capacity as required

D. Add a job note

If you do not have the correct implement or machine already setup, you can shortcut to the appropriate setup section by clicking on the plus.

The job is now complete with information. To come back to this job at a later date, you can close it and leave it as a Draft job waiting to be carried out.

If you are ready to carry out the work in the job, select Review or move to the Review job tab. You will have the opportunity to review the job, and then click Issue which will move the job from Draft to Issued status. You can now print a worksheet to give to an operator and it will be available in the TELUS Crop Management App - see Job worksheet below.

If you have already completed the work in the job you can now record the work done and job observations – see Adding work done to a job below.

Requirements: working out what to buy

Requirements tab

The Jobs page has two tabs: Jobs and Requirements. Jobs is the default each time you open the page.

Use Requirements to see everything you need to buy for a set of jobs:

  1. Open the Requirements tab.

  2. Choose the jobs you want to include by clicking the select jobs button, then click the relevant tick boxes to include the jobs, and finally click the tick in the bottom right to confirm. Only Issued and In Progress jobs can be selected.

  3. You'll see one consolidated list of products with the total quantity to buy for each. The list also shows the product type, the MAPP number where there is one, the unit and the business.

  • Produce isn't included, because it's sold rather than bought.

  • If you manage more than one business, tick Centralised purchase to combine quantities across all your businesses.

  • Your selection clears when you change season.

  • You need at least view access to jobs.

Add a new plan

The ability to add plans is only available to Advanced and Premium customers.

Standard customers, see Add a new job.

A plan is a collection of more than one jobs that are held together in the job module. They are frequently used to group similar jobs together – for example, a ‘T1 plan’ might have a job for wheat fields, another job for barley fields, and a third job for oilseed rape fields.

Adding a plan

Every plan gets its own number automatically, so you can identify and refer to it easily. See Plan Numbers below for more information.

From the Jobs module:

  1. Select + New Plan

  2. Enter a plan name

  3. Select a plan date

  4. Select the tick

  5. To add the first job into the plan, select + New Job

  6. Follow the steps shown in Add a new job although job names are no mandatory on jobs that exist within work plans so this can be skipped.

When you have successfully created your first job, you can click + New Job from the plan screen again to continue adding jobs, or exit the plan.

When viewing a plan, the Sections pane allows you to navigate between jobs in the plan as well as re-order the jobs within the plan by clicking and holding down on the drag indicator icon and moving the jobs up or down the order.

When a job has multiple draft status job, the Issue All button can be used to issue all valid jobs with one click:

It is also possible to add draft jobs into a plan directly from an existing job. For example, if you have a number of jobs that were added individually, which you now wish to group together. To do this:

  1. Open the draft job in question

  2. On the Job Summary tab, select the required plan

  3. Close out of the job, which will now display in the main jobs window under the selected plan

Plan status & status indicators

A plan will sit in the status column of its most completed job, but will not move to Done until all jobs are completed. So, for example, a plan that contains 3 jobs, one of which is issued but 2 of which are completed, will sit in the In Progress column.

To give a quick view on the status of jobs within a plan, click on the right facing arrow next to the plan name. This will display the individual jobs. Each job has four dots, and the progress of the green dots indicates the status of each job.

Plan numbers

Every plan gets its own number automatically, so you can identify and refer to it easily. Numbers run in sequence across your account, and you can't edit them. Renaming a plan doesn't change its number, and a number is never reused after a plan is deleted. Plan numbers are separate from job numbers.

You'll see the number on the mobile job list (top right of each job card) and on the job and plan worksheet reports, shown as "Plan No".

Plant Protection Products Checking Audit Service

The Plant Protection Products Checking Audit Service is a Premium feature in TELUS Crop Management that verifies the PPPs applications in your planned and completed jobs against UK PPPs legislation. It performs 15 separate compliance checks against the TELUS label database and returns a clear pass, fail, or multi-approval result for each product on the job.

Using the audit service helps you:

  • Confirm that application rates, timings, and harvest intervals comply with legal requirements

  • Identify which fields and products have compliance issues before work begins

  • Meet assurance scheme and regulatory obligations with confidence

Who can use this? The Plant Protection Product Checking Audit Service is available to Premium licence users only. It is not available on Standard or Advanced plans.

Job worksheet

Worksheets can be printed to give to an operator. Worksheets provide clear instructions but also give the operator a form that they can use to collect information including:

  • Total amount of product used

  • Date and time of application

  • Observed weather conditions

The information on the completed worksheet can then be used to record the actual work done in TELUS Crop Management.

Creating a worksheet

Once a job or plan has been created and issued in the jobs module, you can create a worksheet for the job or plan.

To create a job worksheet (all users)

From the Jobs module:

  1. Select the job to open it

  2. Select the reports icon

  3. Select ‘Job Worksheet’

A summary screen will confirm that the report has been created. Select View and the report will open in a new tab.

To create a plan worksheet (TELUS Crop Management Advanced users only)

From the Jobs module:

  1. Select the plan to open it

  2. Select the reports icon

  3. For a worksheet for the whole plan, select Plan Worksheet.

  4. For a worksheet for the single job, open the job itself and then select the reports icon and select Job Worksheet.

A summary screen will confirm that the report has been created. Select View and the report will open in a new tab.

LERAP Information

Where a LERAP rated product is selected in a job, its category (A, B, or interim) will be displayed in the products section of the job. The category will also show on the job worksheet.

In addition, the worksheet will display a message to warn operators that a LERAP assessment may be required.

The LERAP categories displayed are for horizontal boom applications only. At present, TELUS Crop Management does not display any information for broadcast air assisted LERAP rated products.

Adding work done to a job

The status of a job will remain as Not started until at least one field has completed job area and date entered.

If one or more fields are completed, then the job status will be In Progress.

To record the work done for a job, from the Jobs module:

  1. Select the job from either the Issued or ‘In Progress status columns.

  2. You will be taken to the Time & Observation tab. Select the first field you wish to record against.

  3. Enter job record information as required. Actual area and completed date are compulsory fields.

  4. If you wish to copy the work done information entered, click Apply to all fields. The system will assume all fields had their planned area completed, so you may need to adjust areas.

  5. Click the tick to save, or the Next button to move to the Products tab.

  6. If required, the total product may be adjusted from the original planned amount by opening the Products tab. NB the Products tab is not accessible until at least one field has a job record (area and date).

  7. If required, HSE checklist information can be recorded by clicking into the HSE Checklist tab and ticking boxes as required. HSE Checklist ticks can also be recorded on the mobile app when you complete a job. See Jobs in the Mobile App. You can also add a free-text note to the HSE Checklist to record anything extra about your checks. The Notes box is optional and holds up to 1,000 characters. If you can only view jobs and can't edit them, the checklist and notes are read-only.

  8. Once all job details have been entered, use the tick to save and close.

You will be taken back to the jobs form and the job will now be categorised as Done if all fields have been completed.

Once a job has been completed, it is possible to edit time and observations fields, water rate and equipment used, and total product used. This is done by selecting the job from the Jobs module.

Entering field-specific product amounts

It is now possible to record individual product amounts per field. This is useful for jobs such as fertiliser or seed, where you may have planned an average rate but know the actual amounts of product used per field.

To record product use field by field, while entering field completion data, scroll down to the ‘Product’ section and enter the product total for that field:

Please note: where individual field amounts are entered the job Rate/ha is dashed out, and the job quantity on the Products tab becomes a non-editable field until all fields in the job have completion data.

Once all fields have completion data, further adjusting the product quantity on the Products tab will cause field product amounts to be proportionately adjusted.

Cancelling fields and jobs

Cancelling fields

Any field within an Issued job can be cancelled and then un-cancelled as required. This retains the field in the job for record keeping purposes but removes any completion data against it.

To cancel a field, from within the job

  1. With a field selected on the Time & Observation Tab

  2. Click the Cancel Field button

  3. Once selected this button will change to an Undo Cancel button should you wish to revert your decision

Fields which are cancelled are marked with a red cross at the end of their row in the left hand selection window.

Cancelling Jobs

Should all fields within a job be cancelled then the job itself takes on the status Cancelled and will be hidden from view on the main jobs window.

Accessing Cancelled Jobs

From the main jobs window the filters menu will have a 'show cancelled jobs' check box next to the tick button.

Once ticked the Done column will change to Done / Cancelled and display both Completed and Cancelled jobs within that column.

Editing and deleting jobs

Editing ‘Draft’ jobs

Any aspect of a draft job may be edited by selecting the appropriate section and changing the information.

Editing Issued and In Progress jobs

Once a job has been issued, the Work Order shows the information in the job at the point of issue, and can no longer be edited. It is still possible to add or remove fields or products in the job record, but this will not edit the work order

Editing ‘In Progress’ or ‘Done’ jobs

The following information about a confirmed job may be edited if required:

  1. Field observations

  2. Actual water rate used

  3. Implement used

  4. Machine used

  5. Product totals

Deleting a job

A job in any progress column may be deleted. Once a job has been deleted it will no longer appear anywhere in TELUS Crop Management, so you may prefer to cancel a job (see above).

To delete a job, from the jobs module:

  1. Select the bin icon visible next to the plan name

  2. You will be presented with a confirmation pane – select Delete

Viewing completed work

To view work in the jobs module

When a job has been completed, all the recorded details of the job may be viewed from the jobs module.

To see the details of a job in the Done column, select the job to open it.

The original job details are visible on the Work Order tab, and job record details are visible on the Time & Observations tab by selecting the required field(s).

To view work in the fields module

When a job has been completed, selected details will also be visible through the fields module.

To see a job in the field module, select a field. The Jobs Summary section will display job name and type, and details of product(s) applied.

The Jobs summary tab appears as soon as a field is on an issued job. It stays there as the job moves to In Progress and Completed. Until work is completed, you'll see the issued job details. Completed work is added as it's recorded.

The tab only shows if you have permission to view jobs for that field's business. Draft or cancelled jobs, inspections and nutrient plans don't make it appear.

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