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Back to Jobs Main Page

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Learn to configure Jobs Business Definitions that will dictate the overall behaviour of Jobs

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Table of Contents

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Navigating to Jobs Definitions

Info

CONFIGURATION > CRM APPLICATION > JOBS > SET UP BUSINESS DEFINITIONS

What are Jobs Definitions?

Jobs Definitions is a set of business rules used to control the behaviour of Jobs throughout their Life Cycle.

Jobs Definitions can be edited, deleted and have their Life Cycle State changed provided that Validations & Restrictions are met.

  • Navigate to Jobs Definitions and explore existing records via the Summary page. 

  • Click on the link (name or number) of the record of your interest to access the Data Entry page and see more detail.

  • Use the Actions Menu to create a NEW Definition, modify (EDIT), or DELETE an existing one.  

  • Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Definition. 

  • Click on the Audit Log button to view a log of changes performed on the displayed Jobs Definition.

Check the Validations & Restrictions Table below for a list of available Actions when working with Jobs Definitions, including each Action's related validations and restrictions.   View the Attributes Table for a comprehensive description of the Jobs Definitions fields.

 Jobs Definitions

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validations
validations
Validations & Restrictions 

ActionValidationsRestrictions
General
  • Multiple Jobs Definitions can exist in the system, but each one should have a unique Name and Alternative Code
  • Only one 'Active' Jobs Definition can exist at any given time
  • If no 'Active' Jobs Definition exists, then no Jobs can be created
  • Rules and restrictions specified in Jobs Definitions are applied during the creation and maintenance of a Job.
Create
  • Mandatory Fields must be defined
  • At least one Job Type should be included in the Allowed Job Types while creating or updating Jobs Definitions
  • Status
    colourRed
    titleApplicable Up to CRM.COM R9.0.0
    Action Types and Sub-Action Types have been selected if they are configured in the system
  • Job Types must be configured
Edit
  • Mandatory Fields must be defined
  • Name and Alternative Code must be uniquebeunique
  • Not Applicable
Delete
  • Not Applicable
  • Cannot be deleted if its it's the 'Active' Definition

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attributes
attributes
Attributes

An * indicates a field is mandatory 

Name

Description

Main Information
NumberAn auto-generated number that uniquely identifies the Jobs Definitions
Name*The name of the Definition
Alternative Code*An alternative code for the Definition. Unless otherwise specified, the codes for new Definitions default to the Definition's Name initials in capital letters.
DescriptionA description for of the Definition
StateThe state of the Definition which can be 'Active' or 'Inactive'.
Allowed Types
Job Types

The Job Types that can be used. The following fields are available:

  • Name
  • Description
  • Fulfilment Scope
  • Fulfilment Method
Allowed Cancellation Reasons
Cancellation ReasonsThe Cancellation Reasons that can be selected on cancelling jobs. The default Cancellation Reason is also specified through this section.

Communication Settings -

Status
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titleApplicable Up to CRM.COM R9.0.0

Note

From CRM.COM R10 and onward this is now configured only at the Job Type

 

Communication Triggers

 

The Communication Settings for emails. Based on the defined settings an email can be automatically triggered using the selected communication template. The change of state that result in thatresultin an automatic email:

  • On Creating: If enabled, a communication will be sent whenever a job is created
  • On Updating Requested Information: If enabled, a communication will be sent whenever the requested information of a Job is updated
  • On Starting Progress: If enabled, a communication will be sent whenever the progress of a job starts (i.e. the Life Cycle State changes to 'In Progress')
  • On Canceling: If enabled, a communication will be sent whenever a job is cancelled (i.e. the Life Cycle State changes to 'Cancelled')
  • On Completing: If enabled, a communication will be sent whenever a job is completed (i.e. the Life Cycle State changes to 'Completed')

Communication Templates

 

The Template that will be used to create the Communication for each trigger. Only 'Effective' Communication Templates with an outgoing direction can be selected.

One Communication Template must be selected for each enabled trigger. A Communication Template can be added for the following Fulfilment Scopes:

  • Activate Subscription
  • Deactivate Subscription
  • Cancel Subscription
  • Add Subscription Services
  • Cancel Subscription Services
  • Change Subscription Location
  • Swap Subscription Installed Items - AVAILABLE FROM CRM.COM R9.0.0
  • Swap Subscription Services - AVAILABLE FROM CRM.COM R9.0.0

Communication Queue External System

Optionally an external system can be specified for each Communication Template.
Subscription Settings -
Status
colourRed
titleApplicable Up to CRM.COM R9.0.0
Subscription Action Types -Sub Types

The Subscription Action Types and Sub-Types that will be used when Subscription actions are automatically created during the processing of a Job. The Subscription Action Types and Sub-Type is mandatory information, as long as such Types and Sub-Types are configured for each of the supported Subscription action behaviours or Business Classification codes.View Configuring Subscription Action and Sub-Action Types for more information.

Selection for the following Subscription Action Types is available

  • Become Subscriber Action Type
    • Become Subscriber Sub-Action Type
  • Activate Subscription Action Type
    • Activate Subscription Sub-Action Type
  • Deactivate Subscription Action Type
    • DeactivateSubscription Sub-Action Type
  • Cancel Subscription Action Type
    • Cancel Subscription Sub-Action Type
  • Add Subscription Services Action Type
    • Add Subscription Services Sub-Action Type
  • Cancel Subscription Services Action Type
    • Cancel Subscription Services Sub-Action Type
  • Change Subscription Location Action Type
    • Change Subscription Location Sub-Action Type
  • Swap Subscription Installed Items Action Types - AVAILABLE FROM CRM.COM R9.0.0
    • Swap Subscription Installed Items Sub-Action Type
  • Swap Subscription Services Action Type - AVAILABLE FROM CRM.COM R9.0.0
    • Swap Subscription Services Sub-Action Type
Note

View Configuring Subscription Action and Sub Action Types for more information.

Start Work Rules -
Status
colourRed
titleApplicable Up to CRM.COM R9.0.0
Job TypesThe list of Job Types that require an approval
Start Work AuthorisationsA list of Users or Units that can approve Jobs, provided they have access to the Group owning the job. Multiple Users or Units can be specified in this list. This information is mandatory if Job Types are specified.
Log Information
Log DetailsThe standard set of Log Details information available in all entities
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