What does this section cover?

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

Job Types attributes 

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 
      

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

      1. Click Find to search for the category based on your needs
         1. A modal window opens with a tree structure of the available categories. 
         2. Click to select the category you need

       

   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 

      Allowed 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 that should be allowed. 

       

      Classification 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

5. ALLOWED ORGANISATIONAL UNITS

   1. 1. Click on "ADD" and select between
         1. COMMUNITY
         2. GROUP
         3. UNIT
      2. Use the Search modal to select the Organisational unit you would like to add.
      3. You can select any type of Organisational unit according to the restrictions that you would like to set or none at all.

      

       

6. LOG INFORMATION

7. Log information section keeps all the logging information related to the specific record

   • Basic set of information available in all entities
     • Created By User: The user that created the entity
     • Created By Unit: The unit of the user that created the entity
     • Updated By User: The user that last updated the entity
     • Updated by Unit: The unit of the user that last updated the entity
     • Date Created: The date the account was entity
     • Date Updated: The date the account was last entity
       
8. From the Top Menu click on SAVE

Deleting Job Types

1. Search for the entity that you would like to delete
   Visit  Using Summary Pages   to find out how you can search using CRM.COM Summary Screens
2. Click on the link of the record you would like to delete, to be transferred to the Data Entry page
3. From the actions menu click on "DELETE"
    The entity will be deleted given that the validations are satisfied