Skedulo Plus product extension - Create follow-up job
Install and use Skedulo’s Create follow-up job product extension to enable resources to create follow-up jobs on the mobile app.
Overview
| Name | Create follow-up job |
|---|---|
| Description | This extension allows resources to create a new job that is related to the one they are currently working on. |
| Use case | While working on a job, resources may need to create another job to follow up on the current one. This might be to address ongoing issues or additional customer needs that surface during the job. The new job would need similar information, but would be at a different time and may require a different resource. |
| Skedulo platform | Skedulo Pulse Platform and Skedulo for Salesforce |
| Mode | Offline and Online |
| Type | Job (accessed from the job details screen in the mobile app) |
Prerequisites
- You must be a resource or user who has access to the Skedulo Plus mobile app.
- Administrators have installed the
skedulo-extension/create-follow-up-jobsextension. See Install a Skedulo Plus product extension.
Access the extension (form) on the Skedulo Plus mobile app
To access the form after it has been installed, do the following steps:
- In the mobile app, navigate to a job that is In Progress or Completed. The form will appear on the job details screen.
Note
Note that the extension is accessible only when the job has a status of In Progress or Completed. If resources try to open the extension when the job has any other status, then a “Form not available” screen displays.Create a follow-up job using the Create follow-up job extension
To create a follow-up job in the mobile app, do the following steps:
- On the job details screen, tap the Create a follow-up job form option.
- Fill in the form.
- Tap Save.
Note
If the “Assign to myself” toggle is turned on, the newly created job will automatically be assigned to the current resource. Admin users can configure the behavior from the webapp settings as described below.Prevent resources from assigning follow-up jobs to themselves
To control whether a resource can assign a follow-up job to themselves when creating a job using the Create follow-up job extension, do the following:
- In the Skedulo web app, navigate to Settings > Scheduling > Jobs.
- Click to uncheck the Allow resources to assign themselves on follow-up jobs checkbox. The Assign to myself toggle will not appear on the Create a follow-up job extension in the mobile app.
Allow resources to assign follow-up jobs to themselves
If the Assign to myself toggle is hidden and you want to enable it, do the following steps:
- In the Skedulo web app, navigate to Settings > Scheduling > Jobs.
- Click to enable the Enable follow-up jobs and Allow resources to assign themselves on follow-up jobs options.
If the Use details from the initial job toggle is turned on, the new job will inherit the same custom field values as the current job.
After the follow-up job is created, you’ll see that the current job now has a follow-up. If you selected the Assign to myself toggle while creating it, you can click on the badge to go directly to the new job.
Feedback
Was this page helpful?