How to Use Job Schedule Page?

What is Job Schedule?

Job Schedule organizes and displays upcoming jobs and tasks in a calendar format, detailing job descriptions, statuses, and assigned personnel. It helps users manage and track the scheduling and progress of various jobs.

This page allows you to create jobs, filter jobs based on users, and view all your pending jobs in one place.

Benefits: 

• Consolidates all job schedules in one accessible location, streamlining management processes.
• Provides clear overviews of job assignments, statuses, and timelines, aiding in better planning and coordination.
• Simplifies the process of adding and assigning new jobs, improving workflow efficiency.

Navigate to the section by clicking it.

• Desktop Version
• Mobile Version

Here's a step-by-step tutorial on how to navigate the Desktop version of the Job Schedule :

Desktop Version

1. At the desktop site navigation bar, go to Business Management > Schedule > Job Schedule.
   Open Job Schedule Here: https://system.caction.com/activity/scheduler

   

2. Click either (a) or (b).

   

3. Click on the “previous” or “next” button to go to the previous or next month.

   

4. Click on the date you want to view.

   

5. The calendar will be shown as below.

   

6. Click on the “Calendar”.

   

7. Choose the view option.

   

8. The picture below shows the weekly view.

   

9. Click “Today” to view the job today.

   

10. Click on the “Refresh” button to get the latest information.

    

11. Click “Filter” to expand or show the filter bar.

    

12. Edit the filter to filter the job.

    

13. For example, click “Access Type = Assign” if you want to edit the access type filter.

    Terms	Description
    All	Will display all Jobs that the user has View or Assign access to
    Assign	Will only display Jobs that the user is Assigned to
    Alert	Will only display Jobs that the user is Alerted in

    

14. Click “Alert”.

    

15. Jobs with the filter will be shown as below.

    

16. Click on the filter bar.

    

17. Click on the filter variable you want to filter the jobs.

    

18. Select the filter value you want.

    

19. Click on the “Done” button.

    

20. The jobs with the filter will be shown as below.

    

21. Click “Favourite Filter” if you want to set the filter as favourite filter.

    

22. Click “+ Add”.

    

23. Enter the name of the favourite filter.

    

24. Click “Save” and the favourite filter has been saved successfully.

    

25. Click “Favourite Filter” if you want to set a favourite filter as default filter.

    

26. Click “Default Filter”.

    

27. Select the favourite filter you want to set as default filter.

    

28. The default filter has been saved successfully and it will be apply automatically everytime you entered this page.

    

29. Click “Clear All” if you want to reset all filters applied previously.

    

30. Click on the options to filter the jobs.

    Terms	Description
    Pending Job	Jobs that are not Completed/Cancelled
    Overdue Job	Jobs that are past End DateTime but are still not yet Completed/Cancelled
    Alerted	Jobs that the user is Alerted in
    Order by Asc/Desc	Arrange Jobs by when it was created. Oldest to Newest or vice versa

    

31. Click on the “+” button to add a new job.

    

    
    
    

Here's a step-by-step tutorial on how to navigate the Mobile version of the Job Schedule :

Mobile Version

1. At the mobile app’s navigation bar, go to Schedule.

   

2. Click on the “+” button to add new job.

   

3. Scroll to the left or right to search for a job using the date.

   

4. Click on the date you want to view.

   

5. Click on the job to open the job details page.

   

6. Click on the options to filter the job on that day.

   

7. For example, only pending jobs will be shown if click on the “Pending Job” option.

   

8. Click on the “Filter” icon.

   

9. Click the “three dots” icon.

   

10. Click “Advance Filter Options”.

    

11. Select extra fields to filter the job.

    

12. Click on the “DONE” button.

    

13. Use the filter to filter the job.

    

14. For example, select “Needing Attention” for job status and click “SEARCH”.

    

15. Jobs with the filter will be shown as below.

    

16. Click on the “Filter” icon.

    

17. Click the “three dots” icon.

    

18. Click “Save Filter”.

    

19. Enter the name of the filter. *Note: To apply the filter as default, tick “Apply filter by default”.

    

20. Click “SUBMIT”.

    

21. The filter has been saved successfully when this prompt appeared.

    

22. Click “Use Saved Filter” when you want to apply a saved filter.

    

23. Click on the filter that you want to apply.

    

24. Click “Manage Saved Filter”.

    

25. Click the “three dots” icon.

    

26. Click on the option to modify the saved filter.

    Terms	Description
    Set as default	Click to set the filter as default and no need to apply everytime.
    Rename filter	Edit the name of the filter.
    Delete	Delete the saved filter.

    

27. Click on the button to modify the filter.

    Terms	Description
    Default Search	Reset the whole filter including the advanced filter.
    Reset	Only reset the filter value where advanced filter is still appear.

    

Related Articles

• How to Add New Job?
• How to Use the Project Schedule?
• Wizard Page