Contents
Jobs
Updated
by Mike Nolan
Purpose
This article is written to help you learn about the concepts of Jobs within DRS.
What are Jobs?
Jobs / Appointments are created against the order and are mapped using the SOR code to a Job Template in DRS. The template then contains the relevant abilities required to be selected for the job and in conjunction with the sector (populated by the postcode from the Customer record) will find Workers who can carry out the work.
Jobs are created by the order creation sent from the back office in the first instance, although they can be created manually within DRS (if needed) or from follow on’s.
Viewing a Job
To access a Job, click on the Jobs menu item from the left hand navigation to be taken to the Job screen.
From here you can click on any job to be taken to the Job Details screen
Detailed Fields on Jobs
The following table details the possible options within the Job. Fields marked in BOLD are mandatory. Customer & Order details are inherited from the data above.
Field Name | Description |
Name | Will usually contain the primary order number from the back office system and is used in views to search for Jobs. |
Appointment Reason | On initial creation this will be set to First as default. On rescheduling the Job there will be an option to change this Appointment Reason in order to state why it has been rescheduled. |
Appointment Sequence | On initial creation this will be set to First as default. When creating a Follow On as default it will change to Follow On. Sequences are often used to designate the stage of the Job for example with Gas Servicing it can be used to state 2nd visit, 3rd visit etc. |
Status | This is the current status of the Job. This will initially populate as New, then when scheduled it will change to Planned, as the job progresses it will change from Despatched, to Accepted, to Started, to Completed. The other possible status is Suspended if the job has been manually or automatically suspended. |
Time Window / Time Slot | For new Jobs this is the window that DRS will look for appointments within, this is based on creation date to target date. Once the appointment is scheduled this will change to Time Slot and show the appointment that was selected. If a job has been scheduled as a Floating Job (Schedule Now) then this Time Window will remain showing and the appointment period will float between these dates / times. |
Assignment Period | On new jobs this will be undefined, however once the job is scheduled the assignment period will change to the point within the Time Slot the job is planned into the Workers diary. This can change within the Time Slot when dynamic scheduling and optimisation kicks in. |
Worker | Will be blank on new jobs, once the Job is scheduled this will populate with the allocated worker |
Sector | When a Job is created it will take the postcode from the Customer location and check against the sector records to populate which sector this Job falls within. This is then used within the scheduling parameters. |
Duration | The duration of the job based on SMV value (will also populate quotas fields DURATION_STANDARD / URGENT / EMERGENCY) |
Service Requirement | TRUE/FALSE value - identifies if this job is setup for cyclical servicing |
Emergency | YES/NO value – identifies if the job has been classified as an emergency based on priority configuration |
User Queue | Initially populated on created from back office system with the same value as the Original_User field. See here for more information on the user queue |
Suspend Reschedule | As per default this option does not do anything. This however can be enabled in the database configuration to automatically try to reschedule any suspended job that has this switched to YES. |
Planner Comments | This enables the option to be able to add additional comments from the planner against the Job of which is sent down on the get schedule request from the mobile device. |
Editing a Job
Select a Job by placing a tick in the check box and selecting edit (or by right clicking your mouse on the entry), this will take you back to the Job Details screen for amendments to be applied, once done click save.
Deleting a Job
Select a Job by placing a tick in the check box and selecting Delete, this will remove the Job from the system.
