Versions Compared

Old Version 8

changes.mady.by.user Persia Xenopoulou

Saved on

compared with

New Version Current

changes.mady.by.user Former user

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Back to Jobs Main Page

Excerpt
hiddentrue

Learn how you can to configure Jobs Business Definition Definitions that will dictate the overall behavior behaviour of Jobs

What does this section cover?

Panel
nameblue

Table of Contents

Table of Contents
minLevel2

What are Jobs Definitions?

Jobs definitions

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 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

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 DefinitionsImage Added

Anchor
validations
validations
Validations & Restrictions 

ActionValidationsRestrictions
General
  • Multiple Job definitions Jobs Definitions can exist in the system, but each one should have a unique name and alternative code.Only one active Job definition can Name and Alternative Code
  • Only one 'Active' Jobs Definition can exist at any given time.
  • If no active Job definition 'Active' Jobs Definition exists, then no Job processes Jobs can be performed. created
  • Rules and restrictions specified in Job definitions Jobs Definitions are applied during the creation and maintenance of a Job. 
Create
  • All mandatory fields must be providedMandatory 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 -Action Types have been selected if they are configured in the system
  • Job Types must be configured
  • At least one Job type should be included in the allowed Job types while creating or updating Job definitions
Delete
  • A definition can be deleted as long as it is not the active one
  • Not Applicable
Jobs Definition attributes 
Edit
  • Mandatory Fields must be defined
  • Name and Alternative Code must beunique
  • Not Applicable
Delete
  • Not Applicable
  • Cannot be deleted if it's the 'Active' Definition

Anchor
attributes
attributes
Attributes

An * indicates a field is mandatory 

 Name
  • Swap Subscription Services Swap Subscription Services
    • Available from The subscription action types and sub-types title
    • Swap Subscription Installed Items Sub-Action Type
  • Swap Subscription Services Action Type
    • Swap Subscription Services Sub-Action Type

    • Name

    Description

     Number
    Main Information
    NumberAn auto-generated number that uniquely identifies the accounts receivable definitionsJobs Definitions
    Name*The name of the definitionDefinition
     Alternative codeAlternative 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 specifiedDefinition. Unless otherwise specified, the codes for new Definitions default to the Definition's Name initials in capital letters.
    DescriptionA description for of the definitionDefinition
    StateThe state of the definition Definition which can be active or inactive'Active' or 'Inactive'.
    Allowed Job Types
    Job Types

    The

    job types

    Job Types that can be used

    by users

    . The following fields are available:

    • Name
    • Description
    • Fulfilment Scope
    • Fulfilment Method
    Allowed Cancellation Reasons
    Cancellation ReasonsThe cancellation reasons that are allowed to Cancellation Reasons that can be selected on cancelling jobs. The default cancellation reason Cancellation Reason is also specified through this section as well.

    Communication Settings -

    Status
    colourRed
    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 Communication Settings for the emails. Based on the defined settings defined an email can be automatically sent based on each trigger and triggered using the selected communication template. The states that an email can be automatically sent after each state change arechange of state thatresultin an automatic email:

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

    Communication

    templates

    Templates

     

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

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

    • Activate Subscription
    • Deactivate Subscription
    • Cancel Subscription
    • Add Subscription Services
    • Cancel Subscription Services
    • Change Subscription Location
    • Swap Subscription Installed Items -
    Status
    colourRed
    titleAvailable 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
    title
    Applicable Up to CRM.COM R9.0.0
    Communication Queue External SystemOptionally an external system can be specified for each communication template.
    Subscription Settings
     
    Subscription Action Types -Sub Types

    The Subscription Action Types and Sub-Types that will be used when subscription 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 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 one of the supported subscription Subscription action behavior behaviours or business classification 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 SubAction Sub-Action Type
    • Deactivate Subscription Action Type
      • DeactivateSubscription DeactivateSubscription Sub-Action Type
    • Cancel Subscription Action Type
      • Cancel Subscription 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 -
    Status
    colourRed
    Available from CRM.COM R9.0.0
    Note

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

    Start Work Rules -
    Status
    colourRed
    title
    Available from
    Applicable Up to CRM.COM R9.0.0
    • Swap Subscription Services Sub Action Type
    Start Work RulesJob TypesThe list of job types that are requiring Job Types that require an approvalStart Work AuthorisationsA list of users Users or units Units that can approve jobsJobs, considering that provided they have access to the group Group owning the job. Multiple users Users or units 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 CONFIGURATION > CRM APPLICATION > JOBS > SET UP BUSINESS DEFINITIONS 
  • Either search for an existing one or from the Top Menu click on NEW
    JOBS DEFINITIONImage Removed

  • MAIN INFORMATION

    1. 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 

  • SUBSCRIPTION SETTINGS

    • Action Type and Sub Action type
    are
    visible only if applicable. Select the action types that should be applied when each type of action is executed 

    1. Action Type: Select action type from the drop down if you have configured custom actions in the system, using the specific behaviour code

    • Sub Action Type: Select sub action type from the drop down if you have configured custom actions in the system, using the specific business classification code

    START WORK RULES

  • Job Types
    1. Click on ADD
    2. 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 betweenUSER
  • 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
    JOB DEFINITION START WORK RULESImage Removed
  • From the Top Menu click on SAVE

    • LOG INFORMATION

    Include Page
    Log Information
    - Global
    Log
    Information - Global

    Deleting Jobs Definitions

    Include PageDeleting a record - GlobalDeleting a record - Global

    Changing the Life Cycle State of Jobs Definition

    Include PageChanging the Life Cycle State of a Definition - GlobalChanging the Life Cycle State of a Definition - Global NoteVisit Understanding Jobs for business examples related to Configuring Jobs Definition
    DetailsThe standard set of Log Details information available in all entities
    Panel
    namegrey

    Related Areas

    Filter by label (Content by label)
    showLabelsfalse
    spacesV4Manual
    showSpacefalseexcerpttrue
    labelsjobs-basics-r7,jobs-advanced-r7,jobs-admin-r7

    Popular Labels

    heatmap
    Panel
    namegrey
    Popular Labels
    spaceKeyV4Manual
    style

    Helpful Links

    Filter by label (Content by label)
    showLabelsfalse
    spacesV4Manual
    showSpacefalse
    labelsglobal