Job Group Configuration: Difference between revisions

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[[Category:UG 291094 EPOD Admin User Guide|400_135]]
[[Category:UG 291094 EPOD Admin User Guide|400_132]]

Revision as of 14:49, 4 April 2012

From this page users can alter the configuration of how jobs in this job groups are processed and displayed, both on the PDA and Completion reports.

When the screen starts, it will display the details of the Job Group being configured:

The screen will display the information on multiple tabs:

  • Admin
  • PDA
  • Service

EPOD-JobGroupConfig1.PNG

In order to edit any of the details, click the Edit button, allowed only to a Full Admin user.

Once changes have been made, click Save to save the changes or Cancel to discard them.

Admin Configuration

This tab allows configuration of:

  • Auto-Email - a check box to enable or disable automatic emailing of Completion reports (POD, POC and Service reports) to the customers' email addresses. Note Note: The server must be configured for use with the site's mail server for this to work.
  • XF Config - a drop-down list to link to configuration settings for automatically updating clients' core systems (e.g. TMS) with details of completed or cancelled jobs. This is configured through the Auto-Export administration screen.

PDA Configuration

EPOD-JobGroupConfig2.PNG

This tab allows check-box configuration of PDA functionality, namely:

  • Ad Hoc Collection - if enabled, this allows the PDA user to manually scan collected containers, which are then added to the job.
  • Driver Sign Collection - if enabled, the driver is prompted to sign for Collections as well as the customer.
  • Driver Sign Delivery - if enabled, the driver is prompted to sign for Deliveries as well as the customer.
  • Delivery Payment - if enabled, the user is prompted to confirm payment received at completion of a job.
  • Document Photo - if enabled, this prompts to PDA user to photograph a physical document after signing for the delivery/collection.
  • Container Only Delivery - if enabled, Deliveries with Container and Product information are treated as if they have no product information on the PDA.

Service Configuration

EPOD-JobGroupConfig3.PNG

This tab allows the user to configure the service functionality of the PDA.

Note Note: This controls both the information shown in Service Details and that can be entered during the completion of a service task on the PDA client.

Each element controls a tab or section that appears during the service process.