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Learn how you can configure Job Types

What does this section cover?

Table of Contents
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What are Job Types?

Job Types is a set ......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

CreateDelete
ActionValidationsRestrictionsAdditional Information
General
  • Multiple Job types can exist in the system, but each one should have a unique name and alternative code.
 A Job type can be used by users only if they are included in the allowed organisational units.
    • "Visit  
 
Create
  • The following must already be configured:
    • Job Statuses
   Edit
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 

Job Types attributes 

 

Name

Description

 NumberAn auto generated number
 Name*...
 Alternative code*...
 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 spent on Jobs of this type in order to complete it, measured in minutes, hours, days, weeks, months or years. This information is used to automatically set the estimated completion time on each Job of this type
Allowed Statuses*The Job statuses which are allowed to be used in Jobs of this type. At least one status per each Job life cycle state should be specified in this section, except for Temporary Resolved. The default Job status is also specified in this section.
Allowed Categories*The Job categories which are allowed to be used in Jobs of this type. The default Job category is also specified in this section.
Allowed Response Categories*The Job response categories which are allowed to be used in Jobs of this type. A default one should be specified.
Allowed Temporary Resolution Categories

The Job temporary resolution categories which are allowed to be used in Jobs of this type. It is mandatory to select a default one only if status of Temporary Resolved state has been selected in Allowed Statuses.

Allowed Final Resolution Categories*The Job final resolution categories which are allowed to be used in Jobs of this type.A default one should be specified.

Allowed Activity Types

The activity types that are allowed to use on the Job. If nothing is specified then all are included.

Allowed Physical GoodsThe physical goods or physical good types that are allowed to be handled on the Job. If nothing is specified then all are included
Allowed ServicesThe services or service types that are allowed to be handled on the Job. If nothing is specified then all are included.
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 PATH
         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 
      SERVICE REQUESTS TYPES - MAIN INFORMATIONImage Added

  4. ALLOWED STATUSES & CATEGORIES

    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. It is not mandatory to specify a status for the Temporary Resolved 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

    2. CATEGORIES

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

      Select the default category

    3. RESPONSE CATEGORIES

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

      Select the default category

    4. TEMPORARY RESOLUTION CATEGORIES

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

      Select the default category

    5. FINAL RESOLUTION CATEGORIES

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

      Select the default category

  5. ALLOWED PRODUCTS & TYPES

    1. PHYSICAL GOODS

      Click on ADD and search for a physical good or physical good type that are allowed to be added on Jobs of this type. If nothing is specified then all are included

    2. SERVICES

      Click on ADD and search for a service or service type that are allowed to be added on Jobs of this type. If nothing is specified then all are included

    3. ACTIVITY TYPES

      Click on ADD and search for Activity types that are allowed to be scheduled through the Jobs of this type. If nothing is specified then all are included

    4. JOB TYPES

      Click on ADD and search for Job types that are allowed to be planned through the Jobs of this type.

  6. ALLOWED ORGANISATIONAL UNITS

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

  7. LOG INFORMATION

  8. Include Page
    WIP:Log Information - Global
    WIP:Log Information - Global
  9. From the Top Menu click on SaveSAVE

Deleting Job Types

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

 

NoteVisit /wiki/spaces/WIP/pages/10010220 Job Types for business examples related to

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