Customize job workflow

Overview

For some organizations, the default job workflow does not provide an exact fit for their business. For this reason, Skedulo provides a way to customize a company’s workflow; to remove the job statuses that have no value.

Skip ‘Accept Job’ (auto-accept job)

This custom workflow removes the requirement for a resource to have to manually Accept a job. The job is automatically confirmed on dispatch, cutting out one step of the default workflow:

  • Skip Accept Job.

Admin settings for customizing the job workflow to auto-accept jobs

The admin setting that allows this customized workflow is located in the Workflow section, under Jobs, named:

  • Resources need to accept or decline dispatched job allocations.

Also, see the documentation about customizing the scheduling workflow.

Skip En Route and/or Check-in

This custom workflow progresses a job straight to In Progress once the resource has accepted the job, effectively cutting out two steps of the default workflow:

  1. Skip Start Travel and Check In.

  2. Skip Start Travel only (option).

  3. Skip Check In only (option).

Admin settings for customizing the job workflows to skip En Route and/or Check-in

The admin settings that allow customized workflows are located in the Workflow section, under Job status, named:

  • Disable En Route status to control the visibility of the Start Travel button.

  • Disable On Site status to control the visibility of the Check In button.

Also, see the documentation about customizing the scheduling workflow.

If your organization skips Start Travel then Estimated Travel Time (a field available in the Salesforce job allocations) will not record any value (i.e., it relies on this job status).

An example showing a Skedulo custom job workflow, skipping start travel and check-in. An example showing a Skedulo custom job workflow, skipping start travel and check-in.

Also, see the documentation about customizing the scheduling workflow and Job Status and Job Allocation Status.