In Skedulo, if there is not enough time allocated to complete a job, it is possible for the mobile user to book a follow-up visit.
Important
For this type of self-assignment to work, the mobile user (or resource) must have job allocation permissions granted on the CRM. If they do not, the follow-up job will still be created; however, it will not be allocated to anyone—the scheduler will have to do that part.
With CRM permissions granted, if "Assign to myself" is used, and a date and time are included, a pre-confirmed entry will appear in the mobile user's calendar for the follow-up job.
The "Follow-up" job feature can be disabled via the admin settings (applies to Skedulo users connected to the new Skedulo web app only). Refer to Admin Settings: Workflow.
The "Assign to myself" option can be disabled via the admin settings (applies to Skedulo users connected to the new Skedulo web app only). Refer to Admin Settings: Workflow.
To create a follow-up visit (or job) perform the following actions:
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Before completing the original job, tap on "Actions" and select "Follow-up" from the pop-up menu.
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In the follow-up view, tap on "Follow-up reason" and pick a reason from the list.
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Pick the date and time for the next visit (optional).
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Enter the time required for the follow-up call (duration).
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Set an urgency flag (if required).
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Use the switch named "Assign to myself" –if applicable, and more importantly, if available (see the note at the bottom of the page).
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Save the follow-up job by tapping on the large check (tick) button at the top-right of the view. A new notification will appear in the job's details indicating a follow-up job has been created. It will also show the new job number.
Note
Any job notes saved in the original job will be copied to the new follow-up job.
The original job can now be completed (by tapping on the "Complete Job" button).
If the follow-up job is not assigned (i.e., to myself), it will be queued in the web app ready to be allocated by the scheduler.
To create a follow-up visit (or job) that contains custom fields from the previous or parent job, perform the following actions:
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Before completing the original job (the job must be "In Progress"), tap on the "Actions" button and select "Follow-up" from the pop-up menu.
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In the follow-up view, tap on "Follow-up reason" and pick a reason from the list.
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Pick the date and time for the next visit (optional).
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Enter the time required for the follow-up call (duration).
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Set an urgency flag (if required).
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Use the switch named "Assign to myself" –if applicable, and more importantly, if available (configurable using admin settings).
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Use the switch named "Copy field data from parent job" –this will copy over the custom fields from the previous or parent job (this switch is enabled by default).
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Save the follow-up job by tapping on the large check (tick) button at the top-right of the view.
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A new notification will appear in the job's details indicating a follow-up job has been created. It will also show the new job number.
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