Customize Skedulo Plus mobile app settings

Overview

The Settings > Mobile app configuration menu in the Skedulo web app allows Administrators to customize their mobile apps to suit their organization. These settings allow admins to control the behavior of the mobile app, including the ability to create activities, jobs, availabilities, and unavailabilities.

Admins can also customize the content of job offer cards and set the number of days activities and job allocations are displayed in the calendar of the mobile app.

Mobile settings

Activities

Allow resources to create their own activities

This setting allows resources to create activities using their Skedulo mobile app.

The default value is ON.

Allow resources to delete their own activities

This setting allows resources to delete activities using their Skedulo Plus mobile app.

Note: This setting requires Allow resources to create their own activities to be ON before it can be enabled.

The default value is OFF.

Availability

The View and modify availability permission must be enabled for the resource role in the Skedulo web app in order for resources to create availability and unavailability, as well as recurring availability patterns in the Skedulo Plus app.

Skedulo administrator settings for mobile app availability requests.

See the Functional permissions and custom roles for more information.

In the mobile settings section the following can be configured:

Allow resources to create their own recurring availability (Skedulo Plus only)

When enabled, resources can create recurring availability patterns using the Skedulo Plus mobile app. These patterns are applied to the resource’s availability calendar.

Also, see the Skedulo Plus mobile app documentation about availability.

The default value is OFF.

Allow resources to create their own one-off availability requests

Once enabled, availability requests can be made using the Skedulo Plus mobile app. Requests can then be reviewed and approved (or rejected) via the availability console. Also, see Skedulo Plus mobile app documentation about availability.

The default value is OFF.

Allow resources to create their own one-off unavailability requests

Once enabled, unavailability requests can be made using the Skedulo Plus mobile app. Requests can then be reviewed and approved (or rejected) via the availability console. Also, the Skedulo Plus mobile app documentation about availability.

The default value is ON.

Jobs

Set job period visible in the calendar view

This setting allows admins to set the number of days activities and job allocations are displayed in the calendar of the mobile app. The values are independent but must be a numerical value between 1 and 90. Also, see the Skedulo Plus mobile app documentation about the agenda and calendar.

  • Days in the past.

  • Days in the future.

The default value is 90.

Offers

Customize job offer content

You can select what information you want to display on job offer cards in the Offers screen.

Click the drop-down menus on Line 3 and Line 4 to select which Job fields you want to display, including any custom fields.

customize-job-offers.png

Other settings

Restrict users from downloading attachments or images from Skedulo to their devices

When enabled, users are restricted from saving any images or attachments from Skedulo to their devices.

The default value is OFF.

Save new attachments as Salesforce files

This setting allows admins to decide whether attachments will be saved to Salesforce as attachments or files.

  • When Save new attachments as Salesforce Files is not selected (the default), files uploaded from the mobile app are stored as attachments in Salesforce.

  • When Save new attachments as Salesforce Files is selected, files uploaded from the mobile app are stored as files in Salesforce.

The default value is OFF.

Salesforce™ mapping

These settings are associated with Salesforce page mapping. Once populated, labels defined under Menu link will appear in the Skedulo Plus mobile app, in the main menu, e.g. Visualforce One. Labels defined under the Job Details button will appear in job details in the Skedulo app. Also, see the documentation on customizing mobile forms.

The admin settings for mobile—salesforce mapping.

The admin settings for mobile—salesforce mapping.

Job card and header configuration

The content that appears on job cards in the Skedulo Plus mobile app can be customized to suit your requirements. This helps to make the most important information easily accessible when resources view work in mobile app. This configuration affects:

The fields that are displayed can be configured for all job cards by customizing the default fields displayed, or they can be configured differently for different job types.

Customize the default configuration for fields displayed on job cards

  1. In Mobile settings, under Job card header configuration > Job type, select Default. The Job card and header configuration optioins with default job type selected.
  2. Under Displayed fields, click the drop-down menu for each level of information to select the fields you want to appear on the job cards in the mobile app. A preview of the job card next to the settings will update to show an example of how the fields will appear.
  3. Click Save to confirm your configuration, or Cancel to revert to the configuration’s previous state without making changes.

Configure the fields that appear on job cards for different job types

To configure the fields that are displayed on specific job cards for specific job types, do the following steps. Customizing the fields for a job type overrides the default setting for that job type.

  1. In Mobile settings, under Job card header configuration > Job type, select the job type for which you want to configure the displayed fields.
  2. If it is the first time you are configuring the fields that get displayed, click Edit displayed fields. The mobile job card and header configuration settings with the Edit displayed fields button showing.
  3. Under Displayed fields, click the drop-down menu for each level of information to select the fields you want to appear on the job cards in the mobile app. A preview of the job card next to the settings will update to show an example of how the fields will appear. The mobile job card and header configuration settings with the displayed fields options showing.
  4. Click Save to confirm your configuration, or Cancel to revert to the configuration’s previous state without making changes.

Reset the default fields displayed on job cards

The fields displayed on job cards by default can be reset by doing the following steps. Job cards for jobs that have a type that have been customized will not be changed, as their configuration overrides the default.

  1. In Mobile settings, under Job card header configuration > Job type, select Default.
  2. Next to the Displayed fields heading, click Reset.
  3. Click Save.

The Job card and header configuration optioins with the reset button highlighted

Reset job card content configuration to the default values

The fields displayed the selected job type can be reset to the default fields by doing the following steps:

  1. In Mobile settings, under Job card header configuration > Job type, select the job type for which you want to reset the fields displayed.
  2. Next to the Displayed fields heading, click Reset to default.
  3. Click Save.

The mobile job card and header configuration settings with the reset to default option highlighted.