Skedulo Plus product extension - Create follow-up job

Overview

Version information

You can choose to continue using the current version or upgrade to the latest version by contacting your Customer Service Representative. The table below provides a detailed comparison of the versions.

Prerequisites

• You must be a resource or user who has access to the Skedulo Plus mobile app.
• Administrators have installed the skedulo-extension/create-follow-up-jobs extension. See Install a Skedulo Plus product extension.
• For Skedulo for Salesforce teams, Administrators must grant the create and edit permissions for the following objects in Salesforce:
  • Jobs and Job Allocation: Required to create jobs and assign jobs to themselves.
  • Tags, Job Tags, Job Tasks, and Resource Requirements(version 0.0.10 or later): Required if the original job has tags and tasks.

Access the extension (form) on the Skedulo Plus mobile app

To access the form after it has been installed, do the following steps:

• In the mobile app, navigate to a job that is In Progress or Completed. The form will appear on the job details screen.

Create a follow-up job using the Create follow-up job extension

To create a follow-up job in the mobile app, do the following steps:

1. On the job details screen, tap the Create a follow-up job form option.

2. Fill in the form.

   

   If the Assign to myself toggle is turned on, the newly created job will automatically be assigned to the current resource. Admin users can configure the behavior from the web app settings, refer to this guide.

   If the Use details from the initial job toggle is turned on, the new job will inherit the same custom field values as the current job.

   For version 0.0.10 or later, if the Keep original job’s tasks status toggle is turned on, the new job will keep the status of the tasks from the original job.

3. Tap Save.

After the follow-up job is created, you’ll see that the current job now has a follow-up. If you selected the Assign to myself toggle while creating it, you can click on the badge to go directly to the new job.

Allow or prevent resources from assigning follow-up jobs to themselves.

Administrators can control whether mobile users can assign follow-up jobs to themselves from the web app settings.

Prerequisites

You must be an Administrator.

To control whether a resource can assign a follow-up job to themselves when creating a job using the Create follow-up job extension, do the following:

1. In the Skedulo web app, navigate to Settings > Scheduling > Jobs.

2. To prevent resources from assigning follow-up jobs to themselves, clear the Allow resources to assign themselves on follow-up jobs checkbox. The Assign to myself toggle will not appear on the Create a follow-up job extension in the mobile app.

3. To allow resources to assign follow-up jobs to themselves, select the Enable follow-up jobs and Allow resources to assign themselves on follow-up jobs checkboxes.

4. Select Save.

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