A job represents a unit of work to be undertaken by one or more resources for an account. When a job is created, it is given a description, duration and an indication of the requirements to complete that job can be given. The job is given a status which reflects its progress through the job workflow.
Short Video Explainer
Skedulo X Job Workflow (1 min 30)
The Standard Skedulo X Job Workflow
Once a job is allocated, it can be dispatched to a resource. A notification is sent to their mobile device (using either a push notification or SMS), and Skedulo X will provide an alert. The resource can then either accept or decline the job (note, it is also possible to configure the job so that a resource cannot reject it).
If accepted, the job is moved onto the Skedulo X agenda. If declined, the job is removed from the Skedulo X agenda, and it goes back to a "Pending Allocation" status for the scheduler to reschedule later.
After that, the resource manually progresses the job through various states, as milestones are met:
- Start travel–navigate using the map (or other) to the given address or location.
- Check in–on arrival at the destination.
- In progress–the job has been started.
- Complete job–when the job finished.
The Skedulo mobile app will track the resource's travel time as they progress through the job. As the resource completes part of their work, their job allocation status will be updated, and this will be reflected back to the job.
Jobs can include attachments (documents or images), collected as part of the process of completing the work. Jobs can also include custom fields which can track additional org-specific information. It is possible to define a custom UI to update these fields in both the web and mobile apps.
Figure 1. The Skedulo X standard job workflow with its job allocation states.
During the job flow, if the Skedulo X mobile app is closed or goes off-line for a period, the job's details will resync when the app is reconnected, returning the user to the point at which they left.
Job Status Indicators and Job Allocation Status
Job status indicators are used throughout the mobile app to provide a visual indication of the jobs current status. They appear just under the job number and description in the job's details. They display as follows:
- En Route.
- Checked In.
- In Progress.
Note! Organizations can change the wording of the workflow buttons (there are admin settings to configure these), so these may appear different in the mobile app based on specific configurations.
There are also admin settings exist which allow a certain amount of workflow customization.