Standard Operating Procedures (SOP)

This manual provides access to a range of Standard Operating Procedures (SOP) displayed in a diagrammatic structure.

For further information regarding a specific module within Workbench, you could also refer to the individual Module User Guides for a more comprehensive description of user features and functions.

• Job Creation - Using a Job Template
• Job Creation - No Template
• Creating a Contract
• Creating a Claim Schedule
• Entering Schedule Lines
• Creating a Contract Claim
• Claim Acceptance
• Raising a Purchase Order
• Inwards Goods Entry
• Voucher Credit Entry
• Voucher Sub Claim Entry
• Job Purchase Invoice Entry with Voucher
• Job Purchase Invoice Entry No Voucher
• Creating a Subcontract
• Creating a Subcontract Claim Schedule
• Creating a Subcontract Works Order with Schedule
• Creating a Contract Budget Manually
• Creating a Contract Budget Using Copy Estimates Creation
• Job Invoice Entry - Input Based
• Job Invoice Entry - Output Based
• Processing a Subcontract Claim
• Batching a Subcontract Claim
• Setting up a New Employee
• Setting up a New Company
• Creating a New Service Desk Log
• Entering Web Timesheets - No Copy
• Manually Batch Job Invoices
• Batch Timesheets
• Batch Control - Locating and Exporting Batches
• Raising a New Quote
• Accepting a Quote and Creating an Estimate
• Catalogue Line Creation
• MYOB Payroll Batching and Export
• Issue Review Process
• JIRA Project Usage
• Contract Claim Approval
• Subcontract Claim Creation
• Timesheet Batching
• Purchase Order Creation
• Voucher Invoice Entry