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Learn how you can configure Job Types

What does this section cover?

Table of Contents
minLevel2

What are Job Types?

Job types define the behavior and the nature of each Job. Via Job Types you can define s as well as who will be allowed to create Jobs of the specific Job type

Creating, Editing & Deleting Validations & Restrictions

ActionValidationsRestrictionsAdditional Information
General
  • Multiple Job types can exist in the system, but each one should have a unique name and alternative code.

If the Fulfilment scope is New Subscription:

  • Only one billing term is allowed to be specified, which is also the default billing term scheme
  • The available billing term schemes are filtered based on the selected subscription type.

If the Billing Directive is Billable:

  • Billing Term Scheme has been added and a default one has been selected

 

A Job type can be used by users only if they are included in the allowed organisational units.
Create
  • The following must already be configured:
    • Job Statuses
  • At least one status per each job life cycle state should be specified in allowed statuses
 
Delete
  • Job types cannot be deleted if they are already used by Jobs which are still not completed.
 
  • Deleted Job types are still visible on Jobs which were created using those types. 

Job Types attributes 

NameDescription
Name*The name of the job type
Alternative code*The alternative code of the job type
DescriptionA description of the job type
Estimated completion time*The time that is estimated to be spend on jobs of this type in order to complete it, measured in minutes, hours, days, weeks, months or years. This information is used to set the estimated completion time on each job of this type
Billing Directive*

Determines if the jobs that will be related to this type will be billable or not. The supported values are the following:

  • Billable
  • Not Billable

Fulfillment Scope*

The scope that jobs of this type should follow in order to deliver a Job. The following job fulfillment scope options are available:

  • Generic Purpose: Jobs created using this type will be used to deliver services and physical goods as part of a generic purpose job
  • New Subscription: Jobs created using this type will be used to deliver services and physical goods as part of signing up a new subscriber
  • Activate Subscription: Jobs created using this type will be used to order a subscription activation
  • Deactivate Subscription: Jobs created using this type will be used to order a subscription deactivation
  • Cancel Subscription: Jobs created using this type will be used to order a subscription cancellation
  • Add Subscription Services: Jobs created using this type will be used to order subscription services addition
  • Cancel Subscription Services: Jobs created using this type will be used to order a subscription services cancellation
  • Change Subscription Location: Jobs created using this type will be used to change the location of an existing subscription

Fulfillment Method*

The method that should be followed in order to fulfill the job. The supported methods are the following:

  • Based on ordered items: If selected then the delivered services and physical goods should include all the services and physical goods that were initially ordered by the customer. Additional services and physical goods are not allowed to be delivered. All delivered services and physical goods are billed.
  • Based on delivered items: If selected then it is not mandatory to include the ordered services and physical goods in the delivered services and physical goods. Additional services and physical goods are allowed to be delivered. All delivered services and physical goods are billed.

Default Status on Start Progress

The status that should be automatically selected on starting the job progress. The available options include all the allowed statuses which are related with the in progress life cycle state

Default Status on Complete

The status that should be automatically selected on completing the job. The available options include all the allowed statuses which are related with the completed life cycle state

Default Status on Cancel

The status that should be automatically selected on cancelling the job. The available options include all the allowed statuses which are related with the cancelled life cycle state

Subscription Type

The type of subscription that can be delivered through jobs of this type. This information is available and applicable only if the fulfillment scope is set to New Subscription

Subscription Billing Term Scheme

The subscription billing term scheme that will be used to bill the delivered subscription.

This information is available and applicable only if the fulfillment scope is set to New Subscription. The available billing term schemes are filtered based on the selected subscription type.

Allowed Billing Term Schemes

The Billing Term Schemes that can be used by jobs of that type. The default billing term scheme is also specified in this section, although is not mandatory.

This section is mandatory if the billing directive is set to billable

If the fulfillment scope is set to new subscription then only one billing term is allowed to be specified in this section, which should also be the default billing term scheme

Allowed Statuses*The job statuses which are allowed to be used in job of this type. At least one status per each job life cycle state should be specified in this section. The default job status is also specified in this section.
Allowed CategoriesThe job categories which are allowed to be used in job of this type
Allowed  physical goods

The products and product types classified as Physical goods that can be added to jobs of that type. The following information is specified on each allowed physical good:

  • A product or product type classified as physical goods
  • Classification: mandatory or optional
Allowed  Expenses

The products classified as expenses that can be added to jobs of that type. The following information is specified on each allowed physical good:

  • A product or product type classified as expense
  • Classification: mandatory or optional
Allowed Billing TermsThe Billing Term Schemes that can be used by jobs of that type. The default billing term scheme is also specified in this section, although is not mandatory. This section is mandatory if the billing directive is set to billable
Allowed Activity Types

Defines which types of activities can be applied on jobs of this type. The following information is specified:

  • Activity type
  • Classification: Mandatory or  Optional
  • Billing Directive: Defines if the activity should be Billable or Not billable. This information is available only if the job type is billable
Allowed Organisational UnitsThe organisational units that can use the specific job type

 

Defining your own Job Types tailored to your company's needs

  1. Navigate to Configuration > CRM Application > Jobs > Set Up Types
  2. Either search for an existing one or from the Top Menu click on NEW

  3. MAIN INFORMATION

    1.  Provide the required information 
      JOBS TYPES

  4. ALLOWED ATTRIBUTES

    1. STATUSES

      1. Click on ADD and search using the search modal for the status you would like to add. 
      2. Select the status and click on Select
      3. Add at least one status per available Life Cycle State.
      4. Check the box of the status that you would like to set as default. i.e. when a new Job is created
      5. Once you select the statuses, you may also select the status that should be automatically selected on starting, completing and cancelling a job.

    2. CATEGORIES

      Include Page
      Adding a Category - Global
      Adding a Category - Global

       

    3. PHYSICAL GOODS

      1. Click on ADD and search for a physical good or physical good type that are allowed to be added on Jobs of this type. 

      2. You must specify if the physical goods are mandatory or optional. Mandatory physical goods are automatically added on creating the Job and they cannot be removed or unselected.
      3. If nothing is specified then all are included

    4. EXPENSES

      1. Click on ADD and search for a service or service type that are allowed to be added on Jobs of this type. 
      2. You must specify if the services are mandatory or optional. Mandatory services are automatically added on creating the Job and they cannot be removed or unselected.
      3. If nothing is specified then all are included

    5. ACTIVITY TYPES

      1. Click on ADD and search for Activity types that are allowed to be scheduled through the Jobs of this type. 

      2. If nothing is specified then all are included

      3. You must specify if the activity should be billable or not billable. This information is available only if the job type is billable. 


    6. BILLING TERM SCHEMES 

      Info
      titleAllowed Billing Term Scheme Tip

      • This section is mandatory if the Job type's billing directive is set to billable 

      • If the fulfillment method is set to New subscription then only one billing term is allowed to be selected, therefore the Allowed Billing Term Schemes tab is not available. The billing term selection will be done at the Job Billing Term Schemes which is found in the Main Information Area

       

      1. Select between Allowing all Billing Term Schemes or specify Billing Term Schemes ALLOW ALL BILLING TERM SCHEMES or ALLOW SPECIFIC BILLING TERM SCHEMES

      2.  If Specific Billing Term Schemes are selected then click ADD and search and select the billing term scheme that should be allowed. 

       

      Info
      titleClassification for Allowed Entities

       The following entities

      • Physical Goods
      • Expenses
      • Activity Types

      Can be used in Job Types only if they are included in the "Allowed" section of the Job Type. For each entity type that is added you can also define whether the item is mandatory or optional. 

      • Mandatory: The Physical Good/ expense/activity types MUST be added on the Job before the Job is ordered. (Updated to a status of a Life Cycle State In Progress)
      • Optional: The user can choose not to include the item on the job

    7. SUBSCRIPTION TYPES 

      Info
      titleAllowed Subscription Type Tip

      • This section is available if the fulfilment method is one of the following:

      • Activate Subscription
      • Deactivate Subscription
      • Cancel Subscription
      • Add Subscription Services
      • Cancel Subscription Services
      • Change Subscription Location

       

      1. Click ADD 
      2. Select the subscription type that should be allowed from the dropdown list

  5. ALLOWED ORGANISATIONAL UNITS

    1. Include Page
      Setting Allowed Organisation Units - Global
      Setting Allowed Organisation Units - Global

  6. LOG INFORMATION

  7. Include Page
    Log Information - Global
    Log Information - Global
  8. From the Top Menu click on SAVE

Deleting Job Types

Include Page
Deleting a record - Global
Deleting a record - Global

 

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