What's new in this release?
We're pleased to announce the release of a new feature that streamlines job management for Office Admins and Dispatchers. This enhancement brings several key improvements, which are outlined below.
By default, the Admin and Manager role types have this user right enabled, these roles can create manage Job Templates. You must have the correct user rights enabled to access the Job Templates List.
New Functionality: Ability to create custom Job Templates with predefined core job fields as well as additional fields and task groups for standardized workflows
New Feature: A Job Template List View that allows Office Admins or Managers to manage, create, edit, or archive job templates for their organization
Enhanced User Experience:
Dispatchers can select a job template from a list during job creation, pre-populating the new job with template-defined fields and metadata
Office Admins can assign roles and rights for managing Job Templates, ensuring permissions are restricted based on role type
Create a Job from a Template from multiple locations within the platform
Key Benefits
This release brings significant benefits for Office Admins and Dispatchers:
Improved job creation efficiency
Enhanced standardization of workflows across the organization
Streamlined management of job templates
Better control over permissions and access to sensitive data
These changes aim to improve your user experience, address prior issues with job management, and enhance your organization's overall productivity.
Key Features
Customizable Job Templates: Office Admins can define unique job templates by setting parameters such as job type, scheduling priority, estimated duration, job description, custom job fields, and task groups.
Job Template Selection for Job Creation: Dispatchers can select a job template from a list during job creation. This allows the new job to be pre-populated with the template's defined fields and metadata, making it easier to schedule and dispatch.
Roles and Rights
Office Admins can assign roles and rights for managing Job Templates, ensuring permissions are restricted based on role type (e.g., creating, editing, viewing, archiving). By default, the Admin Manager role types have all five rights enabled for the Job Templates feature.
Enterprise Model
Job Templates now integrate with the Enterprise Model, enabling templates to be implemented at an organizational level and are inherited by all branches within your business.
Streamline Your Workflow with Job Templates!
Setting up job templates in FieldAware can save time and ensure consistency. To get started today, check out our step-by-step guide, "How to Set Up Use Job Templates."
Feedback and Inquiries
If you have any questions or encounter any issues, please don't hesitate to contact our support team. We're here to help you make the most of these new workflow improvements!
For the best experience, use the Help and Support option in the Help (?) menu:
