Job scheduling is the process of organizing and managing various tasks, activities, or checks that need to be executed within your organization on an ongoing basis. By scheduling jobs through WeTrack, you can set up your calendar of checks and tasks that need to be carried out, informing and reminding your team members when a job should be completed.
Scheduling is based on the categories that have been set up, more information on how to add and manage categories can be found here.
To begin scheduling jobs, simply follow these steps;
-
Click on you users avatar at the bottom left side of the screen
-
Select the 'Settings' option
-
Click on 'Control'
-
Select 'Job Categories'
Once opened, you'll see a list of the jobs categories that have been created, with the ability to open up the scheduling capabilities within
-
Type: This is the grouping of checks for your categories such as Pre-Event Checks, Reports, Maintenance.
-
Description: The description is what will appear within the job that has been created.
-
Scheduling: Similar to reports, this is how frequent you want the job to be created. Options are:
-
Regular Scheduling: Regularly scheduled jobs such as Weekly, Monthly, Daily.
-
Custom Scheduling: For jobs which need to be created on a specific date. You can choose Custom, such as 25th, 13th and 5th of this month.
-
Event Scheduling: Jobs can be created based on event types. For example, all exhibitions must have cleaning checks conducted two days before.
-
-
Owners: What users are responsible for this job (multiple team members can be responsible for a job). These users will be sent an email when the job is created.
-
User Groups: If you have team members who are usual on shift(EG: Security), you can use the user groups functionality to assign that group to the job. These users will be sent an email when the job is created.
-
Departments: What departments are responsible for the job
-
Start Time: When the job should begin. Note: This is when the job will be created within the system. This is also the time when the owners and those within any assigned user groups will be sent an email notifying them of the job.
-
Duration: How long the job is expected to last for
-
Checklists & Number of Checks: If applicable, what checklists are associated with that job, and how many checks are within them. You can also add addition checklists to this job from this view.
Comments
0 comments
Article is closed for comments.