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.

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• 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.

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