Create a new job type
Overview
The Job Type records are used to reflect individual types of services that need to be delivered as part of a work order. With the aid of job templates, each job type can have independent input fields, scheduling requirements as well as specific equipment lists.
When you first install Skedulo, we’ll set some standard job types for you. These include:
- Installation.
- Upgrade.
- Break-Fix.
- Maintenance.
You don’t have to use these if they don’t suit your organization. If you need to add some different types, you need to add them to the Job Type picklist.
View job types
To view the job types currently defined for use, select Manage > Job Types from the navigation menu.
Create a new job type using Skedulo
To create a new job type using the Skedulo web app:
- From the navigation menu, select Manage > Job Types to display the Job Types page.
- Click Create new in the top right of the page.
- In the Create Job Type modal, enter the job type.
- Click Create. Your new job type is appended to the list on the Job Types page and can now be selected from the Job Type picklist.
Create a new job type using Salesforce
Salesforce Classic
To create a new job type using Salesforce Classic:
- Log in to Salesforce.
- In the top-right corner of the screen, click Setup.
- In the left column menu, expand Create.
- Click Objects.
- In the Custom Objects list, click Job.
- In the Custom Fields and Relationships list, click Type. You can now see the list of existing job types in the Values list. Click New to add a new Job Type to the list.
- Enter the job type(s) you want to add to the list.
- Click Save.
- Go back to your Skedulo web app and reload the page. The new job type(s) will now be available for use.
Salesforce Lightning
To create a new job type using Salesforce Lightning
- Log in to Salesforce.
- In the top-right corner of the screen, click Setup.
- In the left column menu, expand Objects and Fields under Platform Tools and select Object Manager.
- In the Object Manager list, click Job.
- In the Fields and Relationships list, click Type. (You can now see the list of existing job types in the Values list. Click New to add a new job type to the list.
- Enter the new job type(s) you want to add to the list.
- Click Save.
- Go back to your Skedulo web app and reload the page. The new job type(s) will now be available to use.
Note
If you have custom forms built within your org (these are custom-built forms within the mobile app), you must advise the Skedulo Team before making changes to the job type values. This is because the custom forms are set up for each job type, once they are modified, Skedulo needs to re-deploy the custom forms for the new job type values.Create a new job type using ServiceNow
To create a new job type using ServiceNow:
- Go to Tables (under System Definition).
- In Tables, search for
*sked
then*jobs
. - Select Jobs and scroll down until you see the desired field attribute named
jobtype
. - Once the attribute is selected, navigate to the bottom half of the screen and select Choices. Tab to see the available options for the job types that have been defined.
- Select New and enter both a Label and Value.
- Click Submit.
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