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Learn how you can configure Jobs Business Definition that will dictate overall behavior of Jobs |
What does this section cover?
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What are Jobs Definitions?
Jobs definitions is a set of business rules used to control the behavior of Jobs throughout their whole life cycle. Allowed Job Types to be used, must be defined in the definition.
Creating, Editing & Deleting Validations & Restrictions
| Action | Validations | Restrictions | Additional Information | ||
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| General | General |
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| Create | |||||
| Edit | |||||
| Delete |
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| Delete |
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Jobs Definition attributes
Name | Description |
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| Number | An auto generated number that uniquely identifies the accounts receivable definitions |
| Name* | The name of the definition |
| Alternative code* | An alternative code for the definition. On creating a new definition it defaults to the first letter of each word included in the name (in Capitals), if nothing else is specified |
| Description | A description for the definition |
| State | The state of the definition which can be active or inactive. Only one active definition can exist at any point |
| Allowed Job Types | The job types that can be used by users |
| Allowed Cancellation Reasons | The cancellation reasons that are allowed to be selected on cancelling jobs. The default cancellation reason is specified through this section as well |
| Communication Settings | The communication settings for the emails. Based on the settings defined an email can be automatically sent based on each trigger and using the selected communication template. The states that an email can be automatically sent after each state change are:
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| Subscription Settings | The subscription action types and sub-types that will be used when subscription actions are automatically created during a job's processing. The subscription action types and sub-type is mandatory information but only if such types and sub-types are configured for each one of the supported subscription action behavior or business classification codes. |
| Job Types | The list of job types that are requiring an approval |
| Start Work Authorisations | A list of users or units that can approve jobs, considering that 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 |
Defining your own Jobs Definition tailored to your company's needs
- Navigate to PATH
Either search to Configuration > CRM Application > Jobs > Set up Business Definitions - Either search for an existing one or from the Top Menu click on NEW
MAIN INFORMATION
Provide the required information
ALLOWED TYPES
- Click on ADD
- Select the Job Type from the drop down list
Repeat the process for all Job Types you would like to make available for usage
ALLOWED CANCELLATION REASONS
- Click on ADD
- Select the cancellation reason from the drop down list
- Repeat the process for all reasons you would like to make available for usage
- Select the default reason
COMMUNICATION SETTINGS
- Select the stages for which you want to send an email
- For each scope and trigger you can select
Communication Template
Communication Queue External System
- For each scope and trigger you can select
- Select the stages for which you want to send an email
SUBSCRIPTION SETTINGS
Become Subscriber Action Type: Select action type from the drop down if you have configured custom actions in the system, using the specific behaviour code
Become Subscriber Sub Action Type: Select action type from the drop down if you have configured custom actions in the system, using the specific business classification code
- Classification, Action Type and Sub Action type are visible only if applicable
START WORK RULES
- Job Types
- Click on ADD
- Search and select the Job Types that will require an approval
- Start Work Authorisations
- Click on ADD and specify at least one user or unit that will be responsible for approving Jobs of types specified in the previous step. Select between
- USER
- UNIT
- Use the Search modal to select the user or unit you would like to add.
- You can select any type of Organisational unit according to the restrictions that you would like to set, or none at all
- Click on ADD and specify at least one user or unit that will be responsible for approving Jobs of types specified in the previous step. Select between
LOG INFORMATION
Include Page WIP:Log Information - GlobalWIP: Log Information - Global - From the Top Menu click on SaveSAVE
Deleting Jobs Definitions
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Changing the Life Cycle State of Jobs Definition
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