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 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

      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

      Select the default category

   3. RESPONSE 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
      
      Select the default category

   4. TEMPORARY RESOLUTION 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
      
      Select the default category

   5. FINAL RESOLUTION 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
      
      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. 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.

      

       

7. LOG INFORMATION

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9. 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