Aside from the scheduling console, the job list is one of the primary ways a scheduler can manage jobs within Skedulo. It allows the user to quickly and easily find jobs matching a variety of criteria and can provide an at-a-glance summary of crucial information.
- The Job List
- Filter Bar
- Region Filter
- Time Filter
- Job Type Filter
- Status Bar
- Sorting and Paging
- Action Column
- Resource Information Column
The Job List
Figure 1. An example of the job list in Skedulo Classic.
By default, the job list will show all upcoming jobs in the schedulers default region (or all regions if none are selected).
From here, the user can adjust criteria to filter the job list as required.
Figure 2. The filter bar options in Skedulo Classic.
The user can choose to display jobs from a specific region or all regions. By default, this will display the users last selected region, or default region if none have been chosen.
- Upcoming (default)–this will display all upcoming jobs, sorted to show the soonest first. This is a great way to quickly identify jobs that are in need of immediate attention.
- Today/This Week/This Month–similar to upcoming. Today will filter to show jobs that are scheduled for the specified period.
- Past jobs–this will display jobs scheduled in the past. Note that this does not factor in the completion state of the job–an incomplete job will still be considered a past job.
- Needs scheduling–this will show a backlog of jobs that have been entered into the system, but have not yet been scheduled.
Job Type Filter
This option allows the user to filter on a specific job type as defined by your organization. For example, a user may wish to only show "Installation" or "Warranty Repair" jobs.
Note: Your organization's config controls the options available. Job types can be adjusted via the onboarding wizard, or directly via your CRM, i.e., In Salesforce via the "Job Type" picklist.
The status bar shows a summary of the number of jobs matching the filter criteria–each shows a workflow state and allows the user to further filter the job list to only show jobs within a specific state.
Figure 3. The status bar.
Also, see Job Status and Job Allocation Status.
Sorting and Paging
By default, the job list is filtered to show jobs ordered by start time. The user can choose to sort via an alternate column by clicking on the column header. Click on a column header to toggle the sort order between ascending and descending.
By default, the job list displays ten records at a time. At the bottom of the list is a paging bar that allows the user to jump forward and back between pages, or to change the default page size to show up twenty-five records at a time.
Within each row inside the results table, there are several actions that can be performed against individual jobs.
View job on map
This will open a side panel displaying the location of the chosen job on a detailed street map.
View job details
This will open a side panel displaying detailed job information, and allows the user to quickly edit or reschedule individual jobs.
Resource Information Column
An avatar is displayed for each resource allocated to a job, showing a quick summary of who has been allocated, plus the status of the individual allocation.
It consists of a small panel with three icons representing:
- The user's avatar, to quickly identify resources. Hovering the mouse over this will display the resources full name.
- Notification status–will turn green once the notification has been sent to this resource (the icon looks like a radio antenna).
- Response status–will turn green once the resource has confirmed the job notification.
Figure 4. The resource info column.