Job Template
The job you see on the screen is made up of lots of bits. It has forms that define what a user types in about the job. To allow a job to be allocated correctly it may be linked to a list of required accreditations and equipment. As the job is allocated, worked on, completed, etc it will be linked to the staff who actually do the job.
So, to create a job you need to create all those other bits first and tie them all together with a Job Template.
Create a Job Form using the Form Manager This form will have two parts - a “pre-work” area for job preparation, and a “work” area for data to be collected as the job is done. Once done, this will only need to be revisited when the data needed changes.
Accreditations (Optional) If you want to ensure that staff has the correct qualifications/tickets to do a job then create the appropriate Accreditations and allocate them to the staff members. As new staff members join then set up their accreditations as part of onboarding/training.
Equipment (Optional) If you want to match equipment (trucks, mowers, tools, manuals, battery chargers, etc) to a job then create the Equipment and attach them to their Depots and Teams. As depots and teams change, update the equipment as part of the change process.
How do I create a Job Template?
Once you have set up the form, and optionally set up accreditation and equipment, you can then define a Job Template. You will find the Job Template definitions under the Job section in the Admin Portal (web-app). In the Job Template, you bring together the job form, accreditations, and equipment.
If you are doing this for the first time, we suggest you just do a job form and job template to start with. Go back and build on the accreditations and equipment as you become more familiar with Gruntify.