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Managing your Job Templates

Andrew Dotto Updated by Andrew Dotto

Job Templates define the scheduling rules and worker requirements that are applied to jobs received from the back-office system. Individual SORs are mapped to Job Templates, and the selected template helps DRS determine which workers are suitable for the job based on the configured criteria, such as skills, sectors, priority, planning window, and other scheduling parameters.

Managing your Job Templates

Job Templates can be created as new records, copied from existing templates, viewed, edited, or deleted where no longer required. Deleting a Job Template should be done with caution, as any active jobs linked to that template may no longer be schedulable once the template has been removed.

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Job Templates can be viewed by clicking on them.

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Each Job Template can include a range of configuration options, including whether it is a meeting or slot template, the planning window duration, default template status, worker category, priority, attraction, preventative maintenance settings, geolocation rules, primary sector usage, and inherited opening hours.

Field Name

Description

ID

This field is mandatory and must be Unique

Name

This is the friendly name for your Job Template that will be shown to the user

Template for meeting

Checking this box will set the Template as a Meeting Template. To learn about Meetings, read more in the Meetings helpdoc.

Slot Template

This selection will determine which slot template will be shown by default when users access the Show Scheduler page, or the BookingHub

Planning window duration 

This value will set the Planning WIndow, based on the Creation Date, for any job created directly within DRS

Default Template

If selected, any job which is created directly within DRS, or, a job which is created without an SOR via the API, will be assigned this Job Template

Worker Category

This value will be used by the Text Message service for any Text Message Template which includes the <<RESCAT>> field.

Priority

This selector should default to Low, and can be used to determine the optimisation priority for the solver when it is considering task movement and schedule improvements.

Geolocalised job 

Geolocalisation is the process of DRS applying calcualted travel to the scheduled Tasks. Enabling this feature will add travel time to your scheduling, disabling will remove it.

Use only primary sectors 

Enabling this feature will disable any secondary sectors configured on your workers when the schedule is considered.

Opening hours is inherited 

If any Opening Hours calendars are configured on the Customer or Order objects, enabling this feature will ensure the Job Template applies those Opening Hours by default.

Allocating Resources to your Jobs

The Worker Request section allows you to inspect and amend the Worker Template associated with the Job Template. This is where criteria are configured to define which workers can carry out the work. For example, a Job Template may specify that the worker must have the skill ELECTRICIAN before they can be considered suitable for the job.

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When clicking the criteria, you can modify and select the criteria to determine which values are used. As shown below there are a variety of methods that can be used to select the relevant criteria. 

Mandatory constraints should generally be used as the default approach. Strong and Light preferences should only be applied after consultation with an Advanced Project Manager or Advanced Support, as they can affect how DRS selects and prioritises workers.

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