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Fix job customer reassignment documentation

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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 <noreply@anthropic.com>
This commit is contained in:
Ivo Oskamp 2026-02-08 13:31:05 +01:00
parent d26e2fc124
commit c671a606bd
2 changed files with 18 additions and 18 deletions
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25
containers/backupchecks/src/templates/documentation/customers-jobs/approved-jobs.html
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@ -124,27 +124,18 @@
</li>
</ul>
<h2>Editing Job Information</h2>
<h2>Job Detail Page</h2>
<p>While you cannot manually change parser-determined fields (sender pattern, subject pattern, backup software), you can edit certain job properties:</p>
<p>On the job detail page, you can perform the following actions:</p>
<ol>
<li>Navigate to the <strong>Jobs</strong> page</li>
<li>Find the job you want to edit</li>
<li>Click the <strong>Edit</strong> button</li>
<li>Modify editable fields:
<ul>
<li><strong>Customer:</strong> Change which customer the job belongs to</li>
<li><strong>Job Name:</strong> Rename the job for clarity</li>
<li><strong>Notes:</strong> Add internal notes about the job</li>
</ul>
</li>
<li>Click <strong>Save</strong> to apply changes</li>
</ol>
<ul>
<li><strong>Archive:</strong> Hide the job from operational views while preserving historical data</li>
<li><strong>Delete:</strong> Permanently remove the job (emails return to Inbox for re-assignment)</li>
</ul>
<div class="doc-callout doc-callout-warning">
<strong>⚠️ Parser Fields Are Read-Only:</strong><br>
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.
<strong>⚠️ No Direct Editing:</strong><br>
You <strong>cannot edit</strong> 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.
</div>
<h2>Job Status Indicators</h2>

11
containers/backupchecks/src/templates/documentation/customers-jobs/configuring-jobs.html
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@ -370,7 +370,16 @@
<h3>Can I change the customer a job is linked to?</h3>
<p>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.</p>
<p><strong>No, not directly.</strong> If a job was approved with the wrong customer, you need to:</p>
<ol>
<li>Navigate to the job detail page</li>
<li><strong>Delete</strong> the job</li>
<li>The associated emails will return to the <strong>Inbox</strong></li>
<li>Re-approve the job from the Inbox and select the correct customer</li>
</ol>
<p>Deleting a job returns its emails to the Inbox, allowing you to re-link them to the correct customer.</p>
<h2>Next Steps</h2>