Creating a Job

This feature of connect is used to allow business higher ups to create jobs for their employees to be assigned to, allowing them to easily know where the job is located, who the job is for and when it needs to be completed by. 

Starting from the main menu, there should be a row of items along the top navigation bar next to search bar and Connect logo in the top left. In this row there should be a link saying “Jobs” with a small down arrow next to it. Move your mouse on top of this link and a drop-down menu should be created, which will include “Add Job” on this drop menu, click this link to go to the “Add Jobs” page.

Here you should see another Drop-down menu with a placeholder saying “-Please Select-“,  click there and then from the created drop down menu, select the type of job you wish to add by clicking upon it.

This will transfer you to a new page with more tabs available along the top, with the number of these additional tabs depending on the job type selected. Here you input the information required for the job. Some of the fields, such as Job Number, are required and thus it will not let you submit the job without them, while others, such as notes, are optional.

Once all the fields have been filled in, click submit and the job will be created. A notice will also be created in the corner of your screen with the job details.

 

 

Recording Mileage for Jobs

When creating a job template each step can require the user to record the mileage for that step. This will give an overall mileage for the job which can either be viewed on the job sheet, or within the report’s features.

To enable recording mileage, go to the template editor and either create a new job template or select an already existing job template.

Next goes to Menu > Tables > Processing Flow, this will update a table showing all the steps for the job.

Here you can enable mileage recording for each step in the job for example when started travelling, and once they have arrived at the job site. Once the steps you wish to record mileage are enabled click ok to apply the changes.

Publish the job template to save all the changes.

Now create a new job using the template you have created and schedule it to a user.

On the user’s device start to complete the job until you reach the screen titled mileage.

Here you can update the mileage at the current point.

Once the mileage has been updated at both stages and the job has now been completed. The mileage can now be viewed within the details section of the job sheet, as shown below.

Or the job mileage can be viewed in the reports section, where the job mileage along with various other fields can be viewed.