Recurring Jobs

Prerequisites:

1. You have created a Client.
2. You have created a Site.
3. You have created a Checklist.
4. You have created a Job Type.
5. You have created an Asset Type & scanned an asset.
6. You have created an Asset Group.

Step 1:

To create your first Job, click on the "Dashboard", "Calendar", "All Jobs" or "Recurring" navigation bar item, found on the left in the navigation pane.

"Recurring" will take you to the following screen.

To begin, click on the + New Job button located at the top right-hand corner of the screen.

Step 2:

Select "Recurring Job".

If the job you are creating is once-off, you will select "Single Job".

If the job you are creating needs to be performed on a, for example, monthly basis, you will select "Recurring Job".

After selecting Recurring Job, you will be taken to the following screen.

Step 3:

Complete all job details.

Select a Start Date from the drop-down.

Specify how frequently the job needs to be repeated.

Select an End Date from the drop-down.

Select a Site from the drop-down list.

The zones within the Site will populate the Zones box.

Specify whether the first job should open immediately & if there are any exclusions.

Select an Exclusion Rule from the drop-down.

Select a Job Type from the drop-down list.

Assign a Technician.

Add a Reference, specify whether the Technician will be able to close jobs or not & provide Special Instructions if there are any.

Step 4:

After completing all job details, scroll up & click the Preview & Create > button.

A Schedule Preview will pop up.

Step 5:

Examine the proposed schedule and if you are satisfied, click the Approve & Create Schedule → button to save the Recurring Job.

Alternatively if you are not satisfied, click the Cancel button & you will be taken back to the provious screen to edit the Recurring Job.

After approving the Recurring Job schedule, you will be taken to the screen below.

You have now successfully created a Recurring Job!

Editing a Recurring Job:

To edit a recurring job, select the recurring job you would like to edit.

You will find yourself at the screen below.

Select the Edit Configuration menu-item from the menu in the top-right corner.

Update/Change all the recurring job fields you wish to.

Once you have edited all the necessary fields, select the Update Recurring Job > button to save the changes you have implemented.