Creating a Job
- Simon Sayegh (Unlicensed)
- James Skurray
Overview
Crittah's LCMS Job module consists of details that are required to completed a requested/assigned activity. Job records are typically related to a customer or contact that associated to an agreed activity. A job can be associated to a driver, shift and given a time constarint and duration. A job can be tracked to see where it is in its lifecycle from new to closed. Once the Job record is created, you can view, edit or search information pertaining to the Job via the Job sub menu located under Manage on the navigation bar. This documentation will cover how to create a Job and assign the various details and options available from within the module.
Job Fields
The Job module contains a number of stock and customisable fields which come out-of-the-box with Crittah. The below definitions are suggested meanings for the fields and their use. Users with correct access have the ability to configure those fields.
| Field | Description |
|---|---|
| Site | This is a configurable field based on the location that is being serviced |
| Status | The currect status of the job |
| Job Type | The job type a configurable field within the application |
| Customer | A searchable field within the application for existing details |
| Contact | Contact within the customer |
| OptOut of SMS/EMail | Checking the OptOut check box will mean no email or SMS will be sent to the customer as a part of workflow triggers. Staff can still choose to send an email or SMS manually on a job but on automatic emails or SMS messages will be sent. |
| Due Date | The due date of the job |
| Duration | How long the job should take to complete |
| Internal Contact | Your internal contact for the job |
| Driver | The assigned driver allocated to the job |
| Vehicle | The assigned vehicle allocated to the job |
| Assigned Shift | The assigned assigned shift the job should be completed within |
| Job Note - Type | A configurable field describing the job type |
| Note | Any notes relating to the job |
| Details | Any specific details to be noted |
| Address 1 | The Customers primary address |
| Address 2 | The Customers primary address |
| City/Town | The Customers City or Town in address |
| Post Code | The Customers Post Code in address |
| Country | The Customers Country (defaults based on site) |
| State/Region | The Customers State or Region (defaults based on site) |
Creating or Editing a Job
There are a number of ways to enter the "Create/Edit Job" screen to create or edit a job request.
- By selecting the Manage menu option, then "Jobs" from the submenu
2. By selecting the shortcut icon on the top right of your screen
Once selected the Job Screen appears
- The Crittah application uses the a third party mapping provider for location services.Â
- When all minimum required fields are completed select the Save button and your customer record will be saved.