A Job Profile is a template of a job that you use to streamline the process of adding similar jobs or recurring jobs. Create very detailed job profiles that include functions and orders, or simple profiles with only basic details. After you create the job profile, you can use it to either copy a one time Job or you use it to schedule recurring jobs. Job profiles no longer in use can be removed.
One of the most common uses of job profiles is to create recurring jobs. For example, the scissor lift requires maintenance every 3 months. Create a job profile with the information that is the same for each quarterly maintenance. Add the booking for the space used for the maintenance to the profile. Add functions to the profile to outline the maintenance and add service orders any other equipment required during the job.
Create the Job Profile
- Click the Job Profiles link from the Main Menu.
- Click the Add button.
- Enter the necessary information:
- Description - Name for the profile.
- Account - Account for the profile. This is often your own organization.
- Contact - Contact for the profile.
- In Days/Start Days/End Days/Out Days - Number of days to offset from the peg dates entered when creating new jobs.
- In Time/Start Time/End Time/Out Time – Times used when creating new jobs.
- Enter any additional job fields to copy to the new jobs such as category, class, type, and booked spaces. Configure additional information for the profile such as functions, service orders, statistics, services, documents, etc. When creating new jobs, the configured information will be copied.
- Click Save. The information saves and the screen updates to Edit Job Profile. If the job profile is for recurring jobs, proceed to step 6. If the job profile is not for recurring jobs, skip to step 12.
- Click Tools.
- Click Select Frequency.
- Enter the necessary information:
- Profile Group Description - Name for the job profile.
- Major Group Code - Unique code to assign to the profile for searching, grouping and sorting.
- Minor Group Code - Unique code to assign to the profile for searching, grouping and sorting.
- Expand the Frequency section.
- Enter the necessary information:
- Every - Number of times within the selected interval to create new jobs.
- Interval - How often to create the new job - Week(s), Month(s), Year(s).
- Sunday/Monday/Tuesday/Wednesday/Thursday/Friday/Saturday - Check the check box for the day(s) to create a new job. Only available if Week(s) is selected in the Interval drop-down.
- Month - Month to create the new job. Only available if Year(s) is selected in the Interval drop-down.
- Instance - Occurrence of the day of the week (First, Second, etc.) to create the new job. Only available if Month(s) and Year(s) are selected in the Interval drop-down.
- Day of Week - Day during the week to create the new job. Only available if Month(s) and Year(s) are selected in the Interval drop-down.
- Click OK to return to the Edit Job Profile screen.
- Click OK to save and close.
Create New Recurring Jobs
- Click the Job Profiles link from the Main Menu.
- Select the profile to schedule.
- Right-click and select Tools, then Schedule Jobs.
- Enter the necessary information:
- Forecast Job Range – Date range to create the new jobs within. The jobs are scheduled based on the information entered on the Job/Job Profile Frequency screen within the entered date and time range.
- If Booking Conflicts Exist... - Determine what happens if there are booking conflicts for a date and time: Schedule Anyway or Don't Book for that date.
- Status To Use If Booking Conflicts Occur – Status to assign to the new job if a booking on the new job conflicts with an existing booking. Only available if Schedule Anyway is selected in the If Booking Conflicts Exist drop-down.
- Status to Use If No Conflicts Exist - Status to assign to the new job if there are no booking conflicts.
- Confirm Before Booking – If checked, a screen displays with all the potential new jobs. If unchecked, the new jobs are automatically created without a preview of the new jobs. Momentus recommends previewing all the jobs before creating them.
- Click OK.
- If the Confirm Before Booking check box is checked, the Schedule Job Confirmation screen opens with the potential jobs. Check the Warnings column for any errors which may prevent the job from being created. Click the Exclude check box for any jobs you do not want to create. After you verify all the jobs to create, click OK. The Schedule Jobs Results screen opens with the Job ID for each newly created job.
- If the Confirm Before Booking check box is unchecked, the jobs are created, and the Schedule Jobs Results screen opens with a list of the created jobs with the job ID. You can use the Warnings column to see if there are any errors which prevented the creation of a job.
Create a Single Job From a Job Profile
- Click the Jobs link from the Main Menu.
- Click the arrow next to the Add button at the top of the screen.
- Select Add Job from Profile.
- Click the job profile to use to create the new job.
- Click Select.
- Enter the following information:
- Description - Name for the new job. Defaults to the job profile description.
- Account - Account for the new job. Defaults to the account assigned to the job profile.
- Copy To - Date and time for the new job.
- Expand the Job Profile Options section.
- Check any of the options to copy from the profile to the new job. For Notes, select the note class(es) to copy to the new job.
- Expand the Function Options section.
- Check the Include Functions check box to copy functions to the new job. Additional options become available: Function Documents, User Defined Fields, Requirements and Function Notes. The information for any of the checked options will be copied over to the new job.
- Expand the Order Options section. This is only available if Include Functions is checked.
- Select the necessary information:
- Include Orders - If checked, the profile orders copy to the new job and additional options are available for selection.
- Reprice Orders - If checked, order items are repriced using the prices on the selected price list.
- Order Documents, User Defined Fields, Orders Notes - If checked, the information copies to the new job.
- Customers - Choose to copy all of the orders (All Customers) or to copy only those orders where the order bill-to account matches the job bill-to account (Job Customers Only).
- New Order Status - Order status for the new orders.
- Click OK. The Job will open, ready for editing.
Remove a Job Profile
When you no longer use a job profile or a group of job profiles, you can remove them. To remove job profiles:
- Click the Job Profiles link from the Main Menu.
- Select the job profile(s) to remove. Use Ctrl+Click or Shift+Click to select multiple job profiles.
- Right-click and select Tools -> Remove Profile(s).
- Select the status from the Job Status drop-down. Only statuses with weights between 90-99 are available.
- Click OK. Removed profiles are no longer available on the Job Profiles screen and the search screens for Job Profiles.
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