How do I create a new template?

To Begin, go to the ‘Jobs’ and select 'Job Template'.

Next, click on ‘New Job Template’ and give the template a name, you can also assign some default information such as the expected job duration.

This can only be performed by an Admin user and care should be taken if Templates are in use in the field if in doubt contact us

What information do I include in my templates?

In your new job template, you have 4 sections to work with to fully build your job workflow.

Extra Fields – This is information added by the office user or admin person and sent to the field worker with the job such as instructions, dates or files for review.

Workflow Steps – This is the information you would like the worker to complete in the field and can be many things including text, numbers, pictures, signatures, lists, drawings and email addresses. Just select from the list of over 50 in the drop-down box.

Job Run book –

The Job Runbook allows you to amongst other clever things, Create a job, Send an email with job details, send an SMS or upload to Dropbox depending on your set conditions. You can configure Runbooks via each Job template. 

The Reasons - Jobs that are rejected or marked incomplete by a user will require a comment explaining why or you can create a drop list of reasons for them to choose from to standardize the process. Just enter the reasons with commas between the options.

Remember to save occasionally throughout the process.

Why didn’t I receive the automated email I have set up in Job Runbook?

There could be a number of different reasons for this. 

Firstly you can check the Runbook status. The Runbook status can be located by going to ‘Jobs’ then ‘Job Search’ select the job you wish to view and you will be able to see the Runbook status. 

Depending on the status there could be various reasons why the email did not send. If the status states email sent then we would advise you to check your own server and email settings.

If the status is not stating sent then please contact us so we can look further into the issue.

I want to edit steps on the job template how do I do this without starting again?

You can easily change, delete and add steps by going to the template. Steps can be deleted by clicking the delete option or moved by clicking and holding on a step and dragging it to a new location. You can also change the data within each step remembering to save your work regularly. 

Some of my test templates are still visible, I do not want these to be completed by users?

You can set templates as published, unpublished and retired. Users will only be able to access templates that have been published. The status of a template is easily changed by going to the template in question on the left-hand side of the screen under the selected template name you will see the 3 options, just select an option and save.