Scheduling Jobs
- Matt Romeo
Jobs will be created in Animalis via the Contact Centre and be automatically queued in their Service Territory based on address.
Metro Jobs will be queued in their Service Territories (Alpha, Charlie, Delta and Foxtrot) and officers assigned to these Service Territories can review the queue and assign jobs to themselves or to other officers in their team.
Regional Jobs are auto-scheduled to the officers assigned to the Service Territory but officers should also monitor the unassigned jobs in their Service Territory to make sure everything is being assigned.
Unassigned Jobs can be monitored from the Home Tab. Access the Job by clicking on the Job Number if you want to schedule the job to yourself or view the details.
From the Job Record, go to the Feed Tab and click into the Candidates Feature. Review the details of Service Appointment and click Get Candidates to search for suitable officers to attend the Job.
Review the
Service Appointmentthat you're scheduling or create a newService Appointment.Make sure the
Due Dateis set to a date in the future.
Many Service Appointments can be scheduled per Job which makes it important to notice the Service Appointment that you're scheduling when using the Get Candidates feature. A pinned Service Appointment means it cannot be scheduled because the Service Appointment has been completed.
Select a suitable officer to complete the Job, select a suitable time and then click the Schedule to button (scroll down if you can't see the button).
The scheduling policy will default to Match Territory which will search for officers assigned to the
Service Territory.Update the Scheduling Policy to Soft Service Territories to search for officers outside of the Job’s
Service Territory.
When the Job has been scheduled the Owner of the Job Record will be updated to the assigned officer.
You can then use the My Jobs views under the Jobs Tab to see the Jobs that you've been assigned to.
If you miss the scheduled time for this Job then you can go through the same process to reschedule your Job. Just make sure you select the correct Service Appointment when you use the Get Candidates option.