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Jobs & Plans

Plan and record work on a field

Cheryl Evans avatar
Written by Cheryl Evans
Updated over a week ago

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.

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.

Depending on your Gatekeeper 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. Or, use the type search to find a specific field.

  2. Select fields required for the job or use the Select all button to select all visible fields.

  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.

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.

  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.

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 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 GK-GO 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.

Add a new plan

The ability to add plans is only available to Advanced 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

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

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:

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.

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 Gatekeeper.

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 (Gatekeeper 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, Gatekeeper 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 recording by clicking into the HSE Checklist tab and ticking boxes as required.

  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 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.

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 Gatekeeper, 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.

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