From c671a606bd4c12e86eaeba74400f315799c7f79f Mon Sep 17 00:00:00 2001 From: Ivo Oskamp Date: Sun, 8 Feb 2026 13:31:05 +0100 Subject: [PATCH] Fix job customer reassignment documentation Corrected documentation to reflect actual job detail functionality: Job Detail Page: - Can only Archive or Delete jobs - Cannot edit job properties (customer, name, etc.) - No edit function available on job detail page Reassigning Jobs to Different Customer: - Cannot change customer directly - Must delete job to return emails to Inbox - Re-approve from Inbox with correct customer selection - Step-by-step process documented in Common Questions Approved Jobs: - Removed incorrect "Editing Job Information" section - Replaced with "Job Detail Page" showing actual available actions - Added warning that job properties cannot be edited Configuring Jobs: - Updated "Can I change the customer" question with correct process - Emphasized delete-and-reapprove workflow Co-Authored-By: Claude Sonnet 4.5 --- .../customers-jobs/approved-jobs.html | 25 ++++++------------- .../customers-jobs/configuring-jobs.html | 11 +++++++- 2 files changed, 18 insertions(+), 18 deletions(-) diff --git a/containers/backupchecks/src/templates/documentation/customers-jobs/approved-jobs.html b/containers/backupchecks/src/templates/documentation/customers-jobs/approved-jobs.html index f9cfe81..f975cd9 100644 --- a/containers/backupchecks/src/templates/documentation/customers-jobs/approved-jobs.html +++ b/containers/backupchecks/src/templates/documentation/customers-jobs/approved-jobs.html @@ -124,27 +124,18 @@ -

Editing Job Information

+

Job Detail Page

-

While you cannot manually change parser-determined fields (sender pattern, subject pattern, backup software), you can edit certain job properties:

+

On the job detail page, you can perform the following actions:

-
    -
  1. Navigate to the Jobs page
    2. -
  2. Find the job you want to edit
    3. -
  3. Click the Edit button
    4. -
  4. Modify editable fields: -
      -
    • Customer: Change which customer the job belongs to
      • -
    • Job Name: Rename the job for clarity
      • -
    • Notes: Add internal notes about the job
      • -
    -
    5. -
  5. Click Save to apply changes
    6. -
+
- ⚠️ Parser Fields Are Read-Only:
- Fields determined by Mail Parsers (backup software, backup type, sender pattern, subject pattern) cannot be manually edited. If these are incorrect, contact the system developer/maintainer. Mail Parsers are code-level components and cannot be modified through the BackupChecks interface. + ⚠️ No Direct Editing:
+ You cannot edit job properties like customer assignment, job name, or parser-determined fields (backup software, backup type, sender pattern, subject pattern) through the job detail page. All job configuration is determined when the job is approved from the Inbox.

Job Status Indicators

diff --git a/containers/backupchecks/src/templates/documentation/customers-jobs/configuring-jobs.html b/containers/backupchecks/src/templates/documentation/customers-jobs/configuring-jobs.html index d4f8df3..8482901 100644 --- a/containers/backupchecks/src/templates/documentation/customers-jobs/configuring-jobs.html +++ b/containers/backupchecks/src/templates/documentation/customers-jobs/configuring-jobs.html @@ -370,7 +370,16 @@

Can I change the customer a job is linked to?

-

Yes, you can edit a job to change its linked customer. Navigate to the job detail page and use the "Edit" function to select a different customer.

+

No, not directly. If a job was approved with the wrong customer, you need to:

+ +
    +
  1. Navigate to the job detail page
    2. +
  2. Delete the job
    3. +
  3. The associated emails will return to the Inbox
    4. +
  4. Re-approve the job from the Inbox and select the correct customer
    5. +
+ +

Deleting a job returns its emails to the Inbox, allowing you to re-link them to the correct customer.

Next Steps