Job Groups - Revision history

Anw: Added details on new auto-email flags

2024-08-06T08:41:51Z

Added details on new auto-email flags

← Older revision		Revision as of 10:41, 6 August 2024
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	* ''Email Subject'' - the subject of the email, allowing insertion of some fields.		* ''Email Subject'' - the subject of the email, allowing insertion of some fields.
	* ''Email Body'' - the body of the email, allowing insertion of some fields.		* ''Email Body'' - the body of the email, allowing insertion of some fields.
			* ''Auto Email job Type'' - whether job type is taken into consideration when emailing job/POD reports for jobs with this job group. Select from the drop-down list of values below.
			** ''All'' - the default value. All jobs are sent.
			** ''Deliveries Only'' - only delivery jobs are sent.
			** ''Collections Only'' - only collection jobs are sent.
			* ''Export Email Source'' - when trying to email job/POD reports, where the process checks for emails to send to. Select from the following values:
			** ''Job Address or Customer'' - send to email(s) specified against the jobs address and the customer (if different).
			** ''Job Address Only'' - send to email(s) specified against the jobs address only, ignoring any customer details.
			* ''Export Email Owner'' - if checked, when trying to email job/POD reports, whether the process checks for emails to send to sourced from a customer record associated to the owner against the job. The default is unchecked.
	* ''POD Export'' - a drop-down list controlling Whether PODs of completed jobs are automatically exported. The values are:		* ''POD Export'' - a drop-down list controlling Whether PODs of completed jobs are automatically exported. The values are:
	** ''Disabled'' - no PODs will be exported.		** ''Disabled'' - no PODs will be exported.

Anw: SCR-526534-01 Identify Damages through Scanning & 01591944-Cancel All Remaining Items

2022-09-26T11:42:02Z

SCR-526534-01 Identify Damages through Scanning & 01591944-Cancel All Remaining Items

← Older revision		Revision as of 13:42, 26 September 2022
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	* ''Ad Hoc Delivery'' - if enabled, this allows the driver to manually scan delivered containers, which are then added to the job.		* ''Ad Hoc Delivery'' - if enabled, this allows the driver to manually scan delivered containers, which are then added to the job.
	* ''Job Photo'' - if enabled, this prompts to driver to photograph a physical document after signing for the delivery/collection. If set to ''Optional'', a photo will be prompted but may be skipped.		* ''Job Photo'' - if enabled, this prompts to driver to photograph a physical document after signing for the delivery/collection. If set to ''Optional'', a photo will be prompted but may be skipped.
			* ''Scanning Damages'' - If enabled, scanning an item twice when loading or unloading will attempt to mark the item as damaged (claused) on the device.
	* ''Claused Delivery'' - if enabled, the customer is able to comment on delivered items. Choose from entering descriptive text only, a reason code and descriptive text, or optionally either.		* ''Claused Delivery'' - if enabled, the customer is able to comment on delivered items. Choose from entering descriptive text only, a reason code and descriptive text, or optionally either.
	* ''Image Required for Cancellations'' - if enabled, force the entry of an image during the exception process. Choose from forcing at All times, Job exceptions or Detail exceptions only.		* ''Image Required for Cancellations'' - if enabled, force the entry of an image during the exception process. Choose from forcing at All times, Job exceptions or Detail exceptions only.
			* ''Collect/Deliver All'' - You may use this option to over-ride the collect/deliver all option against the site. {{Note}} Using Deliver All or Collect All will override any container or product level data entry. The options are:
			** ''Inherit from Site''
			** ''Disabled''
			** ''Deliver All Enabled''
			** ''Collect All Enabled''
			** ''Both Deliver & Collect All Enabled''
			** ''Cancel All Enabled''
	* ''Signature Checkbox Label'' - if set, replaces the label of the Signatory on the Windows Mobile device. Deprecated.		* ''Signature Checkbox Label'' - if set, replaces the label of the Signatory on the Windows Mobile device. Deprecated.
			* ''Cancel All Reason'' - if ''Cancel All Enabled'' is selected for ''Collect/Deliver All'' above, you must select the reason code that will be applied for the cancelled items from the drop-down list provided.
	* ''Job Items'' - enables job items. You can enable or disable this explicitly against a job group, or inherit the value from the site configuration.		* ''Job Items'' - enables job items. You can enable or disable this explicitly against a job group, or inherit the value from the site configuration.

Anw: Text replacement - "1000px" to "900px"

2020-03-04T11:29:15Z

Text replacement - "1000px" to "900px"

← Older revision		Revision as of 13:29, 4 March 2020
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	Once you have entered the criteria, click '''Search'''. The screen will display a table of all the matching data. Any plain text boxes will match data that contains what you enter as the criterion.		Once you have entered the criteria, click '''Search'''. The screen will display a table of all the matching data. Any plain text boxes will match data that contains what you enter as the criterion.

	[[File:EPOD-JobGroups1.PNG\|~~1000px~~\|border]]		[[File:EPOD-JobGroups1.PNG\|900px\|border]]
	<br />''Job Groups Search Panel and Results table''<br />		<br />''Job Groups Search Panel and Results table''<br />

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	You can create new job groups by pressing the provided '''New''' button at the top of the screen.		You can create new job groups by pressing the provided '''New''' button at the top of the screen.

	[[File:EPOD-JobGroups2a.PNG\|~~1000px~~\|border]]		[[File:EPOD-JobGroups2a.PNG\|900px\|border]]
	<br />''New Job Group Pop-up''<br />		<br />''New Job Group Pop-up''<br />

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	You can view and edit job groups by clicking the '''Select''' button against the line in the table. The screen will display a pop-up showing all the details of the job group.		You can view and edit job groups by clicking the '''Select''' button against the line in the table. The screen will display a pop-up showing all the details of the job group.

	[[File:EPOD-JobGroups2b.PNG\|~~1000px~~\|border]]		[[File:EPOD-JobGroups2b.PNG\|900px\|border]]
	<br />''View/Edit Job Group Pop-up''<br />		<br />''View/Edit Job Group Pop-up''<br />

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	=== Details ===		=== Details ===
	[[File:EPOD-JobGroups3.PNG\|~~1000px~~\|border]]		[[File:EPOD-JobGroups3.PNG\|900px\|border]]

	Here, you can enter the basic details of the job group:		Here, you can enter the basic details of the job group:
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	=== Admin ===		=== Admin ===
	[[File:EPOD-JobGroups4.PNG\|~~1000px~~\|border]]		[[File:EPOD-JobGroups4.PNG\|900px\|border]]

	The following configuration can be made to items generally affecting how the back-end system works for jobs in this job group:		The following configuration can be made to items generally affecting how the back-end system works for jobs in this job group:
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	=== PDA ===		=== PDA ===
	[[File:EPOD-JobGroups5.PNG\|~~1000px~~\|border]]		[[File:EPOD-JobGroups5.PNG\|900px\|border]]

	This tab allows you to configure the mobile device application functionality that will be used when processing jobs in this job group:		This tab allows you to configure the mobile device application functionality that will be used when processing jobs in this job group:
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	=== Service ===		=== Service ===
	[[File:EPOD-JobGroups6.PNG\|~~1000px~~\|border]]		[[File:EPOD-JobGroups6.PNG\|900px\|border]]

	This tab allows the you to configure the service functionality of the mobile device application.		This tab allows the you to configure the service functionality of the mobile device application.
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	=== Terms and Conditions ===		=== Terms and Conditions ===
	[[File:EPOD-JobGroups7.PNG\|~~1000px~~\|border]]		[[File:EPOD-JobGroups7.PNG\|900px\|border]]

	This tab allows you to configure the terms and conditions that appear on the mobile device application when the customer is signing for the goods, along with up to 3 check boxes for the customer. These check boxes are not validated on the mobile device application. The terms and conditions entered here will be used for services, collections and deliveries.		This tab allows you to configure the terms and conditions that appear on the mobile device application when the customer is signing for the goods, along with up to 3 check boxes for the customer. These check boxes are not validated on the mobile device application. The terms and conditions entered here will be used for services, collections and deliveries.
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	=== Pre-Job Terms and Conditions ===		=== Pre-Job Terms and Conditions ===
	[[File:EPOD-JobGroups8.PNG\|~~1000px~~\|border]]		[[File:EPOD-JobGroups8.PNG\|900px\|border]]

	This tab allows you to configure the terms and conditions that appear on the mobile device application when the customer is signing on arrival, along with up to 3 check boxes for the customer. These check boxes are not validated on the mobile device application. The Terms and Conditions entered here will be used for services, collections and deliveries.		This tab allows you to configure the terms and conditions that appear on the mobile device application when the customer is signing on arrival, along with up to 3 check boxes for the customer. These check boxes are not validated on the mobile device application. The Terms and Conditions entered here will be used for services, collections and deliveries.
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	=== Invoices ===		=== Invoices ===
	[[File:EPOD-JobGroups9.PNG\|~~1000px~~\|border]]		[[File:EPOD-JobGroups9.PNG\|900px\|border]]

	This tab allows you to configure invoice-related information. This is inherited by jobs that have this job group attached.		This tab allows you to configure invoice-related information. This is inherited by jobs that have this job group attached.

Anw: Updated based on version 4.5.00.02

2019-04-04T11:59:07Z

Updated based on version 4.5.00.02

Show changes

Anw: Updated based on version 4.0.02.29

2018-11-30T14:23:38Z

Updated based on version 4.0.02.29

← Older revision		Revision as of 16:23, 30 November 2018
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	The following configuration can be made to items generally affecting how the back-end system works for jobs in this job group:		The following configuration can be made to items generally affecting how the back-end system works for jobs in this job group:
	* ''Auto Email'' - a drop-down list controlling Whether completed jobs are automatically emailed to customers. The values are:		* ''Auto Email'' - a drop-down list controlling Whether completed jobs are automatically emailed to customers. The values are:
	** Disabled - no emails will be sent to the customer.		** ''Disabled'' - no emails will be sent to the customer.
	** Enabled (Complete Only) - only successfully-completed (fully or amended) jobs will be emailed.		** ''Enabled (Complete Only)'' - only successfully-completed (fully or amended) jobs will be emailed.
	** Both Enabled (Complete and Cancelled) - Complete and Cancelled jobs will be emailed.		** ''Both Enabled (Complete and Cancelled)'' - Complete and Cancelled jobs will be emailed.
	** Enabled (Complete and non-amended) - Only fully-complete jobs will be emailed (i.e. jobs that are amended will not be emailed)		** ''Enabled (Complete and non-amended)'' - Only fully-complete jobs will be emailed (i.e. jobs that are amended will not be emailed)
	* ''Email Subject'' - the subject of the email, allowing insertion of some fields.		* ''Email Subject'' - the subject of the email, allowing insertion of some fields.
	* ''Email Body'' - the body of the email, allowing insertion of some fields.		* ''Email Body'' - the body of the email, allowing insertion of some fields.
			* ''POD Export'' - a drop-down list controlling Whether PODs of completed jobs are automatically exported. The values are:
			** ''Disabled'' - no PODs will be exported.
			** ''Enabled (Complete Only)'' - only successfully-completed (fully or amended) jobs will be exported.
			** ''Both Enabled (Complete and Cancelled)'' - Complete and Cancelled jobs will be exported.
			** ''Enabled (Complete and non-amended)'' - Only fully-complete jobs will be exported (i.e. jobs that are amended will not be exported)
			** ''Enabled (Complete and Amended Only)'' - Complete jobs (whether fully-complete or amended) will be exported.
			** ''Enabled (Cancelled Only)'' - Only cancelled jobs will be exported.
			** ''Enabled (Not Clean)'' - Cancelled and Complete (Amended) jobs will be exported.
	* ''XF Config'' - a drop-down list of all the configuration that controls exporting of data that can be assigned to this job group.		* ''XF Config'' - a drop-down list of all the configuration that controls exporting of data that can be assigned to this job group.
	* ''Exclusive Reason Codes'' - whether this job group is only to use reason codes marked as explicit to this job group.		* ''Exclusive Reason Codes'' - whether this job group is only to use reason codes marked as explicit to this job group.
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	* [EPL_SO_REF] - the sales order reference.		* [EPL_SO_REF] - the sales order reference.
	* [EPL_EXT_REF] - any external reference.		* [EPL_EXT_REF] - any external reference.


	=== PDA ===		=== PDA ===
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	* ''Signature Checkbox Label'' - if set, replaces the label of the Signatory on the Windows Mobile device.		* ''Signature Checkbox Label'' - if set, replaces the label of the Signatory on the Windows Mobile device.
	* ''Job Items'' - enables job items. Enable or disable explicitly against a job group, or inherit the value from the Site configuration.		* ''Job Items'' - enables job items. Enable or disable explicitly against a job group, or inherit the value from the Site configuration.


	=== Service ===		=== Service ===

Anw: Updated based on version 4.0.02.24

2018-11-29T09:22:24Z

Updated based on version 4.0.02.24

← Older revision		Revision as of 11:22, 29 November 2018
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	* ''Unmanned Location'' - Defines the Unmanned Delivery process. Currently, if a location is determined to be unmanned, the only options are to capture the driver signature and enforce a photo to be entered.		* ''Unmanned Location'' - Defines the Unmanned Delivery process. Currently, if a location is determined to be unmanned, the only options are to capture the driver signature and enforce a photo to be entered.
	* ''Allow deletion of incomplete services'' - if enabled, allows deletion of incomplete service items.		* ''Allow deletion of incomplete services'' - if enabled, allows deletion of incomplete service items.
	* ''Display Case Quantity'' - Display Case and Unit Quantities on device, if appropriate.		* ''Display Case Quantity'' - Display Case and Unit Quantities on device, if appropriate. Choose from "Never", "When Pack Size is greater than 1" and "When Pack Size is greater than 0".
	* ''Customer Sign Pre-Collection'' - whether the customer requested to sign for the delivery on entry to the collection address.		* ''Customer Sign Pre-Collection'' - whether the customer requested to sign for the delivery on entry to the collection address.
	* ''Customer Sign Pre-Delivery'' - whether the customer requested to sign for the delivery on entry to the delivery address.		* ''Customer Sign Pre-Delivery'' - whether the customer requested to sign for the delivery on entry to the delivery address.

Anw: Updated based on version 4.0.02.00

2017-12-20T10:54:28Z

Updated based on version 4.0.02.00

← Older revision		Revision as of 12:54, 20 December 2017
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	A '''Save''' button is provided to save the entered data. Clicking '''Close''' will discard the new job group.		A '''Save''' button is provided to save the entered data. Clicking '''Close''' will discard the new job group.

			The screen will prompt whether job group access should be created for all non-PDA users for this new job group - if confirmed, this will be created. Regardless of this choice, the job group will still be saved.

	{{Note}} When creating a new job group, remember that the users will not be able to view jobs in this job group until they have been granted access rights through the [[User Access]] screen.		{{Note}} When creating a new job group, remember that the users will not be able to view jobs in this job group until they have been granted access rights through the [[User Access]] screen.

Anw: Picture resolution

2017-11-29T08:37:35Z

Picture resolution

← Older revision		Revision as of 10:37, 29 November 2017
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	Once the filter information is entered and the '''Search''' button is pressed, all matching job groups are displayed in a table below.		Once the filter information is entered and the '''Search''' button is pressed, all matching job groups are displayed in a table below.

	[[File:EPOD-JobGroups1.PNG\|~~600px~~\|border]]		[[File:EPOD-JobGroups1.PNG\|1000px\|border]]
	<br />''Job Groups Search Panel and Results table''<br />		<br />''Job Groups Search Panel and Results table''<br />

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	The screen allows new job groups to be created, by pressing the provided '''New''' button at the top of the screen.		The screen allows new job groups to be created, by pressing the provided '''New''' button at the top of the screen.

	[[File:EPOD-JobGroups2a.PNG\|~~600px~~\|border]]		[[File:EPOD-JobGroups2a.PNG\|1000px\|border]]
	<br />''New Job Group Pop-up''<br />		<br />''New Job Group Pop-up''<br />

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	The job groups can be viewed and edited by clicking the '''Select''' button against the line in the table. The screen will display a pop-up showing all the details of the job group.		The job groups can be viewed and edited by clicking the '''Select''' button against the line in the table. The screen will display a pop-up showing all the details of the job group.

	[[File:EPOD-JobGroups2b.PNG\|~~600px~~\|border]]		[[File:EPOD-JobGroups2b.PNG\|1000px\|border]]
	<br />''View/Edit Job Group Pop-up''<br />		<br />''View/Edit Job Group Pop-up''<br />

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	=== Details ===		=== Details ===
	[[File:EPOD-JobGroups3.PNG\|~~600px~~\|border]]		[[File:EPOD-JobGroups3.PNG\|1000px\|border]]

	Here, the user can enter the basic details of the Job Group:		Here, the user can enter the basic details of the Job Group:
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	=== Admin ===		=== Admin ===
	[[File:EPOD-JobGroups4.PNG\|~~600px~~\|border]]		[[File:EPOD-JobGroups4.PNG\|1000px\|border]]

	The following configuration can be made to items generally affecting how the back-end system works for jobs in this job group:		The following configuration can be made to items generally affecting how the back-end system works for jobs in this job group:
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	=== PDA ===		=== PDA ===
	[[File:EPOD-JobGroups5.PNG\|~~600px~~\|border]]		[[File:EPOD-JobGroups5.PNG\|1000px\|border]]

	This tab allows configuration of mobile device application functionality that will be used when processing jobs in this job group:		This tab allows configuration of mobile device application functionality that will be used when processing jobs in this job group:
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	=== Service ===		=== Service ===
	[[File:EPOD-JobGroups6.PNG\|~~600px~~\|border]]		[[File:EPOD-JobGroups6.PNG\|1000px\|border]]

	This tab allows the user to configure the service functionality of the mobile device application.		This tab allows the user to configure the service functionality of the mobile device application.
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	=== Terms and Conditions ===		=== Terms and Conditions ===
	[[File:EPOD-JobGroups7.PNG\|~~600px~~\|border]]		[[File:EPOD-JobGroups7.PNG\|1000px\|border]]

	This tab allows the configuration of the terms and conditions that appear on the mobile device application when the customer is signing for the goods, along with up to 3 check boxes for the customer. These check boxes are not validated on the mobile device application. The Terms and Conditions entered here will be used for services, collections and deliveries.		This tab allows the configuration of the terms and conditions that appear on the mobile device application when the customer is signing for the goods, along with up to 3 check boxes for the customer. These check boxes are not validated on the mobile device application. The Terms and Conditions entered here will be used for services, collections and deliveries.
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	=== Pre-Job Terms and Conditions ===		=== Pre-Job Terms and Conditions ===
	[[File:EPOD-JobGroups8.PNG\|~~600px~~\|border]]		[[File:EPOD-JobGroups8.PNG\|1000px\|border]]

	This tab allows the configuration of the terms and conditions that appear on the mobile device application when the customer is signing for the goods, along with up to 3 check boxes for the customer. These check boxes are not validated on the mobile device application. The Terms and Conditions entered here will be used for services, collections and deliveries.		This tab allows the configuration of the terms and conditions that appear on the mobile device application when the customer is signing for the goods, along with up to 3 check boxes for the customer. These check boxes are not validated on the mobile device application. The Terms and Conditions entered here will be used for services, collections and deliveries.

Anw: Updated to V4.00.00.02

2017-09-04T10:47:55Z

Updated to V4.00.00.02

← Older revision		Revision as of 12:47, 4 September 2017
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	The following configuration can be made to items generally affecting how the back-end system works for jobs in this job group:		The following configuration can be made to items generally affecting how the back-end system works for jobs in this job group:
	* ''Auto Email'' - a ~~check box~~ controlling Whether completed jobs are automatically emailed to customers.		* ''Auto Email'' - a drop-down list controlling Whether completed jobs are automatically emailed to customers. The values are:
			** Disabled - no emails will be sent to the customer.
			** Enabled (Complete Only) - only successfully-completed (fully or amended) jobs will be emailed.
			** Both Enabled (Complete and Cancelled) - Complete and Cancelled jobs will be emailed.
			** Enabled (Complete and non-amended) - Only fully-complete jobs will be emailed (i.e. jobs that are amended will not be emailed)
	* ''Email Subject'' - the subject of the email, allowing insertion of some fields.		* ''Email Subject'' - the subject of the email, allowing insertion of some fields.
	* ''Email Body'' - the body of the email, allowing insertion of some fields.		* ''Email Body'' - the body of the email, allowing insertion of some fields.

Anw: Updated to V4.00.00.02

2017-09-04T09:20:38Z

Updated to V4.00.00.02

← Older revision		Revision as of 11:20, 4 September 2017
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	* ''Customer Sign Delivery'' - if enabled, the customer is prompted to sign for Deliveries as well as the customer.		* ''Customer Sign Delivery'' - if enabled, the customer is prompted to sign for Deliveries as well as the customer.
	* ''User Notes'' - if enabled, the user is given a tab to enter notes when processing collections, deliveries and services, through a ''Notes'' tab.		* ''User Notes'' - if enabled, the user is given a tab to enter notes when processing collections, deliveries and services, through a ''Notes'' tab.
			* ''SVG Signatures'' - Capture SVG signature as well as JPG signature on device.
			* ''Unmanned Location'' - Defines the Unmanned Delivery process. Currently, if a location is determined to be unmanned, the only options are to capture the driver signature and enforce a photo to be entered.
	* ''Allow deletion of incomplete services'' - if enabled, allows deletion of incomplete service items.		* ''Allow deletion of incomplete services'' - if enabled, allows deletion of incomplete service items.
			* ''Display Case Quantity'' - Display Case and Unit Quantities on device, if appropriate.
	* ''Customer Sign Pre-Collection'' - whether the customer requested to sign for the delivery on entry to the collection address.		* ''Customer Sign Pre-Collection'' - whether the customer requested to sign for the delivery on entry to the collection address.
	* ''Customer Sign Pre-Delivery'' - whether the customer requested to sign for the delivery on entry to the delivery address.		* ''Customer Sign Pre-Delivery'' - whether the customer requested to sign for the delivery on entry to the delivery address.