Job templates are used in the web app to pre-fill specific job types with job data. Job types are mandatory when creating any job in Skedulo.
Create Job Template
Add and configure job templates via the admin settings in the Skedulo web app (accessible via the user profile button bottom-left of the console).
To start, go to the admin settings and select a job type from the drop-down menu provided. Enter the information you want to pre-populate per job type. Click "Save" when you are happy with your template.
Figure 1. A job template for a job type in the admin settings.
The following job type fields can be pre-filled (or set) using a job template:
- "Jobs can be declined" (there is a checkbox with a default state of ON).
- Account Name.
- Contact Name.
- Job Duration.
- Custom Fields (if configured).
Note: Where a template exists for a job type, the value of the "Jobs can be declined" checkbox is copied from the template and applied to new jobs. However, it is not retroactive–jobs created before applying this setting will not be impacted.
Once applied, you will not see the "Jobs can be declined" option in the "Create Job" modal (i.e., only an admin user can change it).
I create a job template for job type "Installation." In that template, I enter a job duration time of one hour and save. Now, whenever I create any new job in the web app, with a job type of "Installation," the job duration will be pre-populated with "one hour" (this will be my new default time for this type of job). Of course, as a scheduler, I can change the duration later if I require.
Additional Tabs and Fields
The tasks tab allows the admin to associate a particular set of tasks with a job type.
Figure 2. The task options of the job template settings.
The fields tab displays any custom fields that have been exposed by the"Show if" expression in the admin settings for custom fields.
Figure 3. An example showing one custom field under the fields tab of the job template settings.
The requirements tab can be used to associate specific resource requirements to a job type (e.g., individual skill tags or certifications).
Figure 4. The requirements field options of the job template settings.
Changing Job Types that have Pre-populated Fields
The job template will only pre-populate data when a job is first created. If you subsequently change the job type, you will be presented with a confirmation modal to ask how you wish to continue. In this scenario, Skedulo will not pre-populate any data because we do not want to override anything you have already entered for that job.
Figure 5. The overwrite confirmation pop-up from the create job modal.