Scheduled Jobs Tab Explained
Accessing the Scheduled Jobs Tab:
Navigate to the schedule module in the explore bar on the left-hand side of the page.
Click on the Scheduled Jobs tab in the header.
Types of Dockets:
The Scheduled Jobs tab contains two types of dockets:
Job cards that have been scheduled and assigned to employees or teams.
Scheduled job cards with a specified date and time but without assigned employees or teams yet.
Navigation and Filtering:
Familiarize yourself with the various tabs in the header.
Utilize the search bar and toggles to filter the data for specific job cards.
Summary View:
Columns display client details, cell number, amount, status, views, date created, comments, and action buttons.
The quick view provides summary information about each job card.
Use the "Send Job Card" button on the right-hand side to send a job card directly from this screen.
Select multiple job cards by clicking on the checkbox next to each and then clicking "Send All Selected."
Managing Job Cards:
To open a job card for viewing or editing, click on "Edit."
Edit job card details as needed; any changes made can be resent to the client.
Reassign teams or change scheduled dates and times directly from the job card interface.