# Call Centre Job Entry

{% hint style="info" %}
**CONFIGURATION OPTIONS** \
\
**Set Job Category equal to Problem Template**\
You can auto select the category based off the problem template for reporting purposes, by setting the appropriate setting at "Admin > Settings > Job settings"\
\
A validation error will be reported if a category and problem template differ. &#x20;
{% endhint %}

## Property Search

The first step to create a job is to select the property the job will be raised against.

Enter partial information to search for properties, review the results and click on the appropriate property before proceeding to create the job.

Properties will be returned if the search term exists in any of the following property fields:

1. Property ID
2. Property ID 2
3. House Name
4. Address 1
5. Postcode
6. First name
7. Surname

If 2 or more words are entered as the search term the following will also be included in the search

Room Number, Flat Number or House Number equals the first word and "address 1" starts with the second word. E.g. searching for "2 brookside close".

Only properties associated with the "Client" selected during login will be included.

If no "Client" was selected, only "properties" associated with "contracts" the user has access to, will be included in the search results.

Select a property by clicking row and press "property" button.

To select a different property click "clear all" button in the top-right corner or the "change property" button in the property and history details section.

## Add job -property details and history

Property address details and job history as well as warnings reported against the property are detailed here.

## Job Event Details

Configure the description and SOR details of events applicable to the job being created.

#### Problem (Contract Template)

Choose from the available problem templates for the selected contract. All available events that have been assigned to this problem template will be shown.

#### Problem Detail

The details describing the problem. This information is supplied to the operative on their mobile device explaining the work that is required to be done.

#### Access Detail

Enter any special information related to how to gain access to the property that need to be supplied to the operative e.g. "Keys with neighbour"

### Template events

One or more events will be listed, clicking the event title will toggle the SOR code grid visibility.&#x20;

The relevant buttons can be used to add or remove SOR codes from each event. Any SOR codes that have been saved in the template will automatically be shown in each grid. The "Time Required" (which is calculated from the SMV of each of the SOR codes added to the event) for each event is shown in the event title.

The quantity of codes required on each event can be updated as necessary.

Some events may be optional - if so this is also mentioned in the event title. You will be asked to confirm which of the optional events to create when creating the job.

The time required shown at the bottom of the screen is related to the codes assigned to the first on site event.

## Operative Availability

Allocate the event to an agreed date and time slot.

Search availability of all pseudo operatives that are configured to work on the selected problem. Choose a start date to search availability.

The availability grid will show the operatives that you can assign the job to ( or to be more precise you are assigning the 'On Site' events). The grid shows the number of hours available in the time slot. You can choose a suitable slot by reviewing the "Time Required" at the bottom of the screen.

The grid title will show the dates in red if that date is beyond the target date for the selected contract.

Click on a cell in the grid to choose that operative and date. The relevant input fields at the bottom of the screen will be updated with the relevant information.

Create Job by pressing "create job" button and confirm your optional events.
