Assigning Visits to Jobs (Against the Individual Job)

Introduction

Joblogic allows users to allocate and deploy visits for engineers to jobs. This can be achieved via the Planner feature but can also be actioned against the individual job. This user guide details how to assign a visit against an individual job within the Joblogic back office.

Allocating a Visit to a Job (Against the Individual Job)

In order to allocate a visit to a job without using the Planner, navigate to the job in question via ‘Jobs’ > ‘All Jobs’ within the left side main menu. The search and filter tool within ‘All Jobs’ can then be used to locate the job.

Select the job and select the ‘Visits’ tab from the tabs list towards the top of the page.

This ‘Visits’ area displays a log of any already existing/scheduled visits to the job. Additionally, new visits can be allocated here.

To allocate a new visit, select the engineer that the visit needs to be assigned to from the ‘Engineer’ dropdown list and enter the scheduled time of the visit via the ‘Start’ and ‘End’ date fields.

Once you are satisfied with the engineer and scheduled time chosen, select the ‘Allocate’ button.

The visit will then be recorded as allocated to the chosen engineer for the scheduled time.

It is important to be aware that once a visit has been allocated to an engineer, it will not yet be made visible to them via their mobile application until it has been deployed. The visit will only be allocated within the back office and the visit’s status icon will display as ‘Not Sent’, indicating this.

The status icon’s definition (Not Sent) can be viewed by hovering over that status icon with your mouse.

Deploying Visits to Engineers

In order to deploy an allocated visit to an engineer’s mobile application, select the ‘3 dots’ icon against the applicable visit and select the ‘Deploy’ option.

The visit will then be sent/deployed to the allocated engineer’s mobile application whereby it will become visible to them and the visit's mobile status icon will update to the ‘New’ status.

As the engineer conducts the differing time stamps and actions on their mobile device (Read, Accept, Travel, Onsite, Complete), the status icon and time details against the visit will update, informing the back office user of the visit’s progress. Again, the status icon’s definition can be displayed by hovering over that status icon with your mouse.

Cancelling and Redeploying Visits

Both allocated (not yet deployed) and deployed visits can be cancelled by selecting the ‘3 dots’ icon against the applicable visit and selecting the ‘Cancel’ option. Additionally, already deployed visits can be redeployed (for example, if the engineer changes mobile device or failed to receive the initial visit) by selecting the ‘3 dots’ icon against that visit and selecting the ‘Redeploy’ option.

Further Support

For further information or assistance on the above, contact our Support Team on 0800 326 5561 or email support@joblogic.com. Alternatively, our Account and Project Management teams can be reached by emailing accountmanager@joblogic.com or projectmanager@joblogic.com respectively.

Publishing Details

This document was written and produced by Joblogic’s Technical Writing team and was last updated on the date specified above. Be aware that the information provided may be subject to change following further updates on the matter becoming available or new releases within the system. Additionally, details within the guide may vary depending on your Joblogic account’s user permissions and settings.