Select My Jobs
from the main menu at the top of the screen. Select Scheduler
from the sub-menu that appears under main menu, as shown below.
The scheduler is displayed. Click on Day, Week
or Month available in scheduler title pane, to see the
scheduler in different formats. Select the period for which you want to
plan and schedule. Use the buttons to see previous or next day, week or month in the scheduler.
Click on the button to see the calendar and select a date, as shown below.
In the list of Unscheduled
Jobs, select the job that you want to schedule. Take the mouse
pointer on a job and you can see the job details as the tool tip, as shown
below.
Drag and drop this job on the scheduler area. The Scheduled
Job form is displayed in a new window, as shown below.
Add the detailed information,
as explained below.
Client and
Job Address: See the client details and click on Edit link to change client name and
address.
A text area just below the Job ID number
is the description area. Specify a short description of the job outlining
what the problem is and what needs to be done. By default, this field
contains job's description.
Scheduling
Date Scheduled: Click on the calendar icon to change the date, if required.
Start Time,
Duration, End Time. Make changes in
start time or duration, if required. The end time is automatically calculated
based on these details.
On Help: Select the Put On Hold checkbox if you want the job on hold for some reason. Select an appropriate reason from the corresponding drop-down list.
Self Service:
Select the required checkbox if you want to enable self-service the the employee or any team leader.
Specify the name in this field, or select the employee from the available
options. You can click on Add more link to add more employees
to this job, or click on Remove link to remove the selected
employee from this job.
Employees And Clients
Employees: Click on the drop-down list to see a list of employees assigned to this
job. Select the box under Leader to mark the selected employee as team leader. Select the box under Notify to send job notifications to this employee. You can click on Setup link to setup employee job notifications. Click on Add more link to add more employee for this job. See more details at employee job notifications default settings, and employees job notifications preferences.
Clients: You can setup notification settings for clients. Select the box under Notify to send job notifications to the client. Click on corresponding Setup link to setup client job notifications for this job. See more details at client job notifications default settings, and clients job notifications preferences.
Use Preferences section, to set following preferences
for the job:
Select the check box if you do not want the job to
be published.
Select the Job is Urgent
checkbox
,
if required.
Select the
checkbox
if you want
an SMS to be sent to employee when the job is published.
You have different options to save the schedule as:
Click on SAVE JOB
SCHEDULE button and the job is displayed in the scheduled jobs'
list.
Click on SAVE AND PUBLISH button
to save the job schedule and to publish this job immediately.
Click on SAVE AS COPY to save the schedule as a new copy while retaining the original schedule as well.
buttons to see previous or next day, week or month in the scheduler.
button to see the calendar and select a date, as shown below.
