Workflow

Jobs

Following setting items of Jobs can be configured in this section:

1. Resources need to accept or decline dispatched job allocations
   If disabled, jobs are automatically accepted on behalf of the allocated resource(s) when the job is dispatched. Also, see The Skedulo Mobile App: Custom Workflows and Admin Settings: Notifications(as this impacts SMS notifications as well).
   • Allow resources to decline allocated jobs
     If enabled, resources have the option to decline allocated jobs from their mobile device. When it is not enabled, resources can only accept jobs allocated to them. Also, see The Skedulo Mobile App: Decline Job
   • When jobs are declined, prompt resources to submit a reason for declining their jobs
     If enabled, it allows the administrator to decide if resources should supply a reason for declining jobs (at the organization level). Once enabled, resources who decline allocated jobs from the mobile app are prompted to pick a reason from a drop-down menu. Also, see Job Details.
2. Allow resources to cancel allocated jobs
   If enabled, a resource in the field can cancel a job that they have already accepted with a reason.
   Also, see Job Details (for job-related messages). Also, see The Skedulo Mobile App: Cancel Job.

   Note

   Please note that a similar option exists in Job Templates for individual job types. If resources are allowed to cancel the allocated jobs, it will override the settings of job templates.

3. Remove allocated resources when a job is canceled
   If enabled, when a job is canceled, the schedulers will see previously allocated resources as having free capacity again, i.e., they are available to receive another job. Applying this setting affects future job allocations (it is not applied retrospectively).
4. Enable job completion notes:
   Some organizations like to differentiate between notes and completion notes. If this setting is enabled, the admins can enable or disable the Completion Notes field on the mobile app at an organizational level. Also, see The Skedulo Mobile App: Notes.
5. Prompt resources to enter completion notes in the mobile app when they complete a job
   If enabled, this setting allows an admin to decide if resources within the organization must enter Completion Notes when they mark a job as complete. For the mobile user, this can be more efficient as they are prompted to fill in notes rather than having to perform the action separately. Also, see The Skedulo Mobile App: Notes.
   

   Note

   Please note that this setting requires Enable job completion notes to be ON before it can be enabled.

6. Make completed jobs read-only on the mobile app
   If this setting is enabled, certain aspects of a job can no longer be changed using the Skedulo mobile app (i.e. completed jobs become read-only). These include Completion notes, Manage times, Attachments, Signatures, Notes, and Custom field. The features not affected are Custom Forms, Visualforce Forms, and Chat (from within a job)
7. Consider job tasks to be optional
   With this setting is enabled, resources can skip job-related tasks and complete their jobs. Also, see The Skedulo Mobile App: Tasks.
8. Enable follow up jobs
   This setting allows admins to enable or disable the action "Follow-up Job" in the Skedulo mobile app. Also, see The Skedulo Mobile App: Follow-up Job.
9. Allow resources to assign themselves on follow up jobs
   When this is enabled, the "Assign to myself" switch is made available in the Skedulo mobile app for "Follow-up Job". Also, see The Skedulo Mobile App: Follow-up Job.

   Note

   Please note that Enable follow up jobs must be ON before this setting can be enabled.

10. Warn schedulers when jobs are allocated outside resources' working hours
    When this is enabled, the swimlanes will show an alert icon on any job that sits outside the resource's availability.

Job Status

Following setting items of Job Status can be configured in this section:

1. Allow the team leader to set the job status for all allocated resource
   This allows the scheduler to nominate one allocated resource to process jobs from their mobile device on behalf of all of the other allocated resources on the same job. This relieves the other resources from the responsibility of updating the job status allowing them to concentrate on other tasks (applies when jobs are in status "In Progress" and "Complete"). Also, see Job Details for Team Leader.
2. Allow resources to change the job status timestamps
   When a resource changes the job status on their mobile device, a timestamp is recorded against that action, and it is stored as a record of when each transition occurred. If a resource makes a state transition earlier or later than when they planned, then by enabling this setting, they can update the timestamps by selecting the Manage Times option from the Skedulo mobile app. This allows them to change the time and date of the following transitions: Start Travel, Check-in, In Progress, and Complete. Also, see The Skedulo Mobile App: Manage Times.
3. Disable En Route status
   Admins can apply this setting to remove the En Route job status and Start Travel job allocation status if they hold no value in their business workflow. Enabling this setting will remove the Start Travel option from the mobile app. Also, see The Skedulo Mobile App: Custom Job Workflow.
4. Disable On Site status
   Admins can apply this setting to remove the On Site job status and Checked In job allocation status if they hold no value in their business workflow. Enabling this setting will remove the Checked In option from the mobile app. Also, see The Skedulo Mobile App: Custom Job Workflow.
5. Prevent resources from starting jobs early
   This allows the scheduler to stipulate how far in advance they will allow their resources to start their jobs in hours/minutes. If Prevent resources from starting jobs early is checked, the scheduler can choose how long before a job activates the Start Travel button on the mobile app. The duration can be stepped in increments of 15 minutes, or the user can enter specific values. There is no maximum value. For example, you want to prevent your field staff from arriving too early at customer premises. If you set this feature to 1 hour, your resource cannot tap the Start Travel option in their mobile app until they are within 60 minutes of the start time of the job.

Job Offers