Bulk Assign

Assign jobs in bulk from pseudo operatives to real operatives

Bulk Assign Screen

The Bulk Assign screen is used to assign jobs that are currently assigned to pseudo operatives to real operatives (or moving jobs between operatives). Search for operatives based on the bulk assign groups (sub-menus under Bulk Assign menu). A list of operatives will be shown with basic information on the jobs assigned. Selecting the operatives (use ctrl+click [cmd+click on mac] to select multiple operatives) will show the job events assigned to those operatives in a grid. The grid will show all events assigned to the operatives, even if they do not correspond to the search criteria - any jobs that do not apply to the search criteria cannot be ticked in the "use" column and thus cannot be reassigned. Any jobs which are open are highlighted in yellow. Any jobs that are open and have missed their completion date are highlighted in red.

Click on a row in the grid to see the Job Event Details below the grid. Here you can also select to see the property history, zoom event and zoom job by clicking the appropriate button.

Select jobs which need to be re-assigned by ticking the "use" tick-box beside the job; can also select/de-select all jobs with button at top right of the grid.

Press one of the following buttons:

• Re-Allocate

  • A screen will pop up in which the selected jobs can be assigned to an operative in the drop-down menu (total required hours of work is given):

    • available hours for each operative is given behind their name.

      • you can assign jobs to operatives if they have less hours available then is required for the jobs being assigned and a warning is given, however operatives with MAX behind their name can only be assigned jobs up to their maximum hours available.

  • Select an operative

  • Leave the "New Attend-on date", New Attend-on Time" and New designation Type" fields empty unless there is a need to change these and re-allocate job event.

  • The jobs have been re-allocated to the selected operative and the Jobs Events grid is showing again; either assign more jobs from this grid to other operatives, select an other operative in the operative grid and re-assign their jobs or start a new search.

• Print Jobs

  • prints report of the job if one exists

• Print Manifest

  • prints manifest of all jobs selected

• Send to mobile (Only available when real operative is selected)

  • will send the job to the operative's mobile and operative can see the jobs on their device

Operative Grid

Columns

OP. NAME the name of the operative.

OP. ID the ID of the operative.

EV (number of events) The total number of job events assigned to the operative on the selected date (ignoring any specified filters).

B/A (HRS) (booked hours/available hours) The total number of hours booked on jobs and the available hours for new jobs to be assigned.

FC (first call) Does the operative have any assigned jobs that are requested to be the first call of the day.

AM (am jobs) The number of jobs assigned that are allocated to AM

PM (pm jobs) The number of jobs assigned that are allocated to PM

Operatives in red have no more working hours available for the selected date

Jobs Events Grid

Columns:

Use tick box will show if search criteria apply to job, tick to select the job

Desig. Designated Type (AM, PM, Avoid School, Anytime, Evening, Unappoint)

Job Job number

Hrs Required hrs for the job

Action Req Action required, what type of visit is it

Problem Reported problem

No Property number

Address Address of the affected property

Address 2 Address of the affected property continued

PC Postcode of the affected property

Job Type Type of job

Job Status Open, Closed or Cancelled