The "Job Type" records are used to reflect individual types of services that need to be delivered as part of a work order. With the aid of job templates, each job type can have independent input fields, scheduling requirements as well as specific equipment lists.
When you first install Skedulo, we'll set some standard job types for you. These include:
Installation.
Upgrade.
Break-Fix.
Maintenance.
You don't have to use these if they don't suit your organization. If you need to add some different types, you need to add them to the job type picklist.
To see the job types currently defined for use, go to the navigation menus and click on "Manage," from the options pick "Job Types" to view the list of job types.
In the following examples, we will go through the steps necessary to create a new job type using the Skedulo web app.
Open the data table for job types via the navigation menus.
Click the "Create new" button (top-right).
Fill out the job type details.
Click "Create."
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In the following examples, we will go through the steps necessary to create a new job type named "Appointment" using Salesforce and ServiceNow.
Log in to Salesforce.
In the top-right corner of the screen, click "Setup."
In the left column menu, expand "Create."
Click "Objects."
In the "Custom Objects" list, click "Job."
In the "Custom Fields and Relationships" list, click "Type." You can now see the list of existing job types in the Values list. Click New to add a new Job Type to the list.
Enter the job type(s) you want to add to the list.
Click "Save."
Go back to your Skedulo web app and reload the page. The new job type(s) will now be available for use.
Log in to Salesforce.
In the top-right corner of the screen, click "Setup."
In the left column menu, expand "Objects and Fields" under "Platform Tools" and select "Object Manager."
In the "Object Manager" list, click on "Job."
In the "Fields and Relationships" list, click "Type." (You can now see the list of existing job types in the "Values" list. Click "New" to add a new job type to the list.
Enter the new job type(s) you want to add to the list.
Click "Save."
Go back to your Skedulo web app and reload the page. The new job type(s) will now be available to use.
Important
If you have custom forms built within your org (these are custom-built forms within the mobile app), you must advise the Skedulo Team before making changes to the job type values. This is because the custom forms are set up for each job type, once they are modified, Skedulo needs to re-deploy the custom forms for the new job type values.
In the following examples, we will go through the steps necessary to create a new job type using ServiceNow.
Go to "Tables" (under System Definition).
In "Tables," search for "*sked" then "*jobs."
Select "Jobs" and scroll down until you see the desired field attribute named "jobtype."
Once the attribute is selected, navigate to the bottom half of the screen and select "Choices." Tab to see the available options for the job types that have been defined.
Select "New" and enter both a "Label" and "Value."
Click "Submit."
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