Admin Console (Classic)

Overview

The admin settings allow admins to customize the Skedulo web app to suit their scheduling needs. 

It is divided into a number of sections: general settings, mobile app settings, jobs settings, and account settings.

General Settings

API User

"API User" is a system requirement and is normally configured during the initial setup. It should not be deactivated unless directed explicitly by your support manager. The specified API user must be an active Salesforce user and hold the required set of permissions.

Figure 1. Setting the API User in Skedulo Classic.

Configuration

Team Leader.

If this feature is set, when a team leader resource progresses the status to "In Progress" or "Complete," this status change will be cascaded to all other resources allocated to the job.

The default value is OFF.

Enforce Access Restrictions on Web Application.

With this feature is turned on, the user must have either the Skedulo Administrator or Scheduler role to access the Skedulo web application.

The default value is OFF.

Disable Job Start activities for jobs beyond x hours from now.

If x is greater than 0, the user cannot perform any job activity from Start Travel onwards for jobs that start x hours from now. Enter 0 (the default value) or leave blank to disable this option.

Allow the scheduling engine to move the starting time of existing allocations.

The default value is ON.

Allocations which have been dispatched will never have their starting times changed.

If this option is set, allocations which have not been dispatched may have their times altered if it
results in a schedule with a higher score.

The default value is OFF.

Whether to ignore the travel times entirely.

The default value is OFF.

Whether to ignore the travel time for each resource's first job of the day.

The default value is OFF.

Whether to ignore the travel time for each resource's last job of the day.

The default value is OFF.

The queue size for the Just In Time scheduler.

If this is set to 0 (the default value) or a non-numeric value, then the JIT scheduler will be disabled.

Delete allocations when a job is cancelled
.

The default value is OFF.

Allow resources to cancel jobs assigned to them.

The default value is OFF.

Allowed level of access to Salesforce Files from Skedulo (applies to Mobile and Web Apps).

• No Access.
• View Only.
• View and Upload.

Perform the scheduling runs one after the other rather than in parallel
.

The default value is OFF.

Display job address on job cards on the swimlane.

The default value is OFF.

Allowed level of functionality for Api Token-authenticated requests.

• No Access.
• Basic (Default).
• Full.

Turn on integration with Salesforce Chatter.

The default value is ON. 

Figure 2. General configuration settings.

Notification Templates

Job notifications are small messages that pop-up on the mobile user's screen (typically when a scheduler has dispatched a job to them). Although limited in character length (140 characters for SMS), the messages for both push and SMS can be customized to a point, using the following five inputs (all or one, in any order, along with a mixture of keyboard characters):

1. ${jobName}
2. ${customer}
3. ${address}
4. ${startTime}
5. ${duration}

For example, in the following image, the "PUSH" template has been customized to show the following combination inputs and keyboard characters:

${jobName}. Customer: ${customer}. Address: ${address}. Date ${startTime} Dur:(${duration})

Clicking on the "Preview" button shows an example of how the message would look on the mobile screen (it uses the test job data shown in the blue highlighted box for input, but you can choose a job of your own to utilize as an example).

If you like what you see, you can save it to be used as your global notification template. If you prefer the default style, press the green "Use default PUSH template" button and save (this will clear your customization).

Figure 3. General settings for notification templates. 

Mobile App Settings

Configuration

Download/Open attachments to device.

When this setting is on, users using an IOS device will be able to open any job attachments using Safari, users using Android 
devices can download and open attachments from the folder "Skedulo_Downloads/JOB-****."

By default (off) the mobile app can open some attachments inside the app with file extension restrictions.

• The allowed file extensions for Android devices: jpg, jpeg, png, gif.
• The allowed file extension for IOS devices: jpg, jpeg, png, gif, xls, xlsx, doc, docx, ppt, pptx, pdf.

Also, see The Skedulo Mobile App: Attachments. The default value is OFF.

Enable Job Completion Notes in the Skedulo Mobile App.

Enabling this will provide the resources a second note area to fill in specifically on completing a job. These notes are separate to the main notes area in the job details. Also, see The Skedulo Mobile App: Notes.

The default value is ON.

Popup Job Completions Notes on Completion.

Enabling this will popup the Job Completions Notes view automatically after a resource chooses the final status in
 the workflow. The resource must fill in a note in order to complete. Also, see The Skedulo Mobile App: Notes.

The default value is OFF.

Enable Manage Times in the Skedulo Mobile App.

Enabling this will allow resources to change the official times tracked against each status update. Also, see The Skedulo Mobile App: Manage Times.

The default value is ON.

Enable Proximity Notifications In the Skedulo Mobile App.

When this setting is on, notification to prompt a resource to update their status will be sent based on their location to 
their current job.

The default value is OFF.

Enable HIPAA compliance in the Skedulo Mobile App.

Enabling this will restrict resources from saving any images or attachments to their devices.

The default value is OFF.

Availability Management in the Skedulo Mobile App.


• Enable submission of Availability. Enabling this will give the resource the ability to submit ad-hoc individual availability records. Also, see The Skedulo Mobile App: Unavailability and Availability. The default value is OFF.
• Enable submission of Unavailability. Enabling this will give the resource the ability to submit ad-hoc individual unavailability records. Also, see The Skedulo Mobile App: Unavailability and Availability. The default value is ON.

Enable Create Activity in the Skedulo Mobile App.

Enabling this will give all resources the ability to create and edit their own activities, but not delete the
 activities. Also, see The Skedulo Mobile App: Activities.

The default value is ON.

Enable Delete Activity in the Skedulo Mobile App.

Enabling this will give all resources the ability to delete any activity allocated to them.

The default value is OFF. Also, see The Skedulo Mobile App: Activities.

Figure 4. Mobile app configuration settings.

Job Action Labels

This feature gives the admin the ability to change the default labels of the action buttons on the Skedulo mobile app. There is a list of default labels displayed in the left-hand column. On the right are the editable fields where customized labels are entered, (i.e., any label introduced on the right will replace the corresponding one on the left).

The following list contains the labels that are currently available to be changed:

• Confirm.
• Decline.
• Start Travel.
• Check In.
• In Progress.
• Complete.
• Cancel Job.
• Create Follow-up.
• Manage Times.
• Job Completion Note.
• Custom Forms

Figure 5. Mobile app settings for job action labels.

Jobs Settings

Job Template

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). 

Figure 6. Job settings for job template.

API Token

API tokens are used by developers to request specific job scheduling services from Skedulo. The unique API token provides the authentication required to access these services.

Figure 7. Job settings for API token.

Skedulo Cache

Refresh cached resource and asset data using the flush cache setting in Skedulo cache.

Figure 8. Job settings for Skedulo cache.

Account Settings

Billing

Customers that prefer to pay by credit card rather than pay by invoice can do so via the admin billing settings.

Figure 9. Account settings for billing.