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Managing your SOR Templates

Andrew Dotto Updated by Andrew Dotto

SOR codes are received from the back-office system and are used by DRS to determine the type of work being raised, the job duration, and the Job Template that should be applied. Each SOR includes a unique ID, description, mapped Job Template, duration in minutes, and other configuration options that allow you to control and manage your key scheduling decisions.

Managing your SOR Templates

The SOR management screen allows users to search, view, add, edit, copy, or delete SOR records. When creating or editing an SOR, the key setup is the link between the SOR code and the correct Job Template, as this controls which workers are eligible to receive the job and how the work is scheduled.

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To create a New SOR, select the Add button. To edit an SOR click on the checkbox to the left of the SOR and then select the Edit button. In both cases, you will be presented with the following screen:

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Field Name

Description

ID

This is a mandatory field and cannot be left blank and it requires a unique Name.

Description

This is the description of the template used to add context to the Name.

Job Template

This is the Job Template you wish the SOR to map to (this must be created in the Job Template Section first)

Duration (SMV)

The Standard Minute Value of the job. The duration in minutes it will take to complete the job.

Booking Type

This value default should be 'Housing Repair'. In some cases, OneAdvanced support may advise you to configure an alternative value

Default Template

Keep set to No unless instructed by your Advanced Consultant

Do Not Autoschedule

Keep set to No unless instructed by your Advanced Consultant

Service Requirement

This is only set to Yes if required to be scheduled automatically by the Cyclical Servicing Module.

Time Only

Keep set to No unless instructed by your Advanced Consultant

SOR Multi Templates

SOR Multi Templates are used when an order contains multiple SORs that would normally map to two or more different Job Templates. Without a Multi Template, DRS may not know which Job Template to apply, as each individual SOR is usually associated with a single template. This can result in the job being created against an INVALID template, meaning it cannot be scheduled until it has been manually corrected.

Multi Template mapping allows you to define specific combinations of SORs and instruct DRS which Job Template should be applied when that combination is received. This ensures the work is allocated to the correct type of worker and can be scheduled without manual intervention.

This is particularly useful for multi-skilled operatives. For example, if a job includes both a minor carpentry task and a plumbing task, a Multi Template can allow the work to be assigned to one suitably skilled operative rather than creating separate appointments or requiring manual reassignment.

Configuring Multi Templates

By clicking Add or Edit, you will be able to manage the configuration of your Multi Template Mapping.

Field Name

Description

Name

This field is mandatory and needs to be unique. The system will use this field to identify the mapping in it's algorithm

Description

This field will be shown to the user on Job Templates, the Booking Hub, Diaries and other interactive locations

Match Job Template IDS

This is a filter area to allow you to filter the table below

Possible Values/Selected Values

Moving templates into the right hand field is how you identify the possible Job Template matches

New Job Template ID

When matching job templates are found, this field identifies the Job Template which will be assigned to the task.

Priority

The priority controls the order in which DRS assesses matching Multi Templates. DRS checks possible combinations from top to bottom, so a Multi Template with a priority of 1 will be assessed before a template with a priority of 3.

For example, a Joinery + Electrician + Plumber Multi Template with priority 1 would be assessed before a Joinery + Electrician Multi Template with priority 3. This means that a job containing Joinery and Electrician work may be matched against the more complex template first if it appears higher in the priority order.

Because of this, care should be taken when planning Multi Template priorities. More specific or complex combinations should be ordered deliberately to avoid jobs being matched to an unintended template.

SOR Priority

SOR Priority Templates allow DRS to map work to different Job Templates based on the priority of the job. This is useful where the type of work remains the same, but the scheduling rules, response times, or worker requirements need to change because of the priority.

For example, a standard joinery repair may normally map to a basic Joinery Job Template. However, if the same type of work is raised as an emergency, the priority code can be used to switch the job to an Emergency Joinery Job Template instead.

SOR Priority Templates work in a similar way to SOR Multi Templates, but the mapping is driven by the job priority rather than by a combination of multiple SORs. This helps ensure higher-priority work is routed to the correct template and scheduled using the appropriate rules.

Field Name

Description

Name

This field is mandatory and must be unique.

Description

This is the user friendly name that will be displayed to the user

Job Template

This is the Original Job Template that is mapped to the task

New Job Template

This is the Job Template that you would like the job to be mapped to.

Priority

This is the field, that when combined with the assigned Job Template, will map to the New Job Template value

Duration Percentage

This will increase (greater than 100) or decrease (less than 100) the planned duration of the task, based on the original value

SOR Mapping Combinations

DRS can use a range of mapping options to determine which Job Template should be applied when work is received from the back-office system. These mapping options allow more complex scheduling scenarios to be handled automatically, reducing the need for manual intervention and helping ensure work is routed to the most appropriate workers.

When more than one mapping option could apply, DRS follows a defined order of assessment. The decision flow is:

SOR Multi Template → SOR Priority Template → Tenant Codes

This means DRS will first check whether the combination of SORs on the job matches a configured SOR Multi Template. If no suitable Multi Template is found, DRS will then check whether the job priority should drive the selection of a different SOR Priority Template. If neither of these mappings applies, DRS can then consider Tenant Code mapping as part of the template selection process.

This hierarchy is important because it controls how DRS resolves potentially overlapping configuration. For example, if a job contains multiple SORs and also has an emergency priority, the Multi Template mapping will be assessed before the Priority Template mapping. This ensures that the structure and combination of the work is considered first, before priority-based rules are applied.

When planning your configuration, it is important to consider how these mapping options interact. More specific or complex mapping rules should be configured carefully, as they may take precedence over simpler mappings further down the decision flow. A well-planned mapping structure helps ensure jobs are created against the correct template, can be scheduled automatically, and are distributed to workers with the right skills, availability, and scheduling rules.

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