Document Designer - Job Categories

Categorise Job Ticket types into targeted sub categories allowing an infinite number of Job Ticket designs and types.
Details

The aim of Job Categories is to allow a specific Job Type to be sub divided into a number of similar types. E.G. The Job Type for 'Service' (or Planned Maintenance) would include all jobs where a service visit has to be attended.

 

Although they are all Service Visits, there may be instances where you would be required to identify some of these visits as one type or another, including slightly different layouts for the Job Ticket design. This can be achieved through 'Job Categories'

 

A perfect example of this would be when your company does servicing work on behalf of another company. You may have a 'Service' Job Ticket design already in place, but the company you are doing work on behalf of requires you to use a Job Ticket design that includes their name, address and logo instead of yours. In this instance, the job is still a service job, but the design of the PDF Job Ticket is required to be different. Creating a 'Job Category' in the name of this company allows you to maintain all the Job Tickets within the Service tab, but allows you to create a unique Job Ticket design for this particular company.

 

On the Main Diary page, these Job Categories are shown as sub headings underneath the main ticket title.

 

To begin using Job Categories, the Categories must first be defined. This process is covered in another How To Guide here, but in brief, before a Job Category design can be created, you must first navigate to Settings > Custom Values > Job Categories. From here you can enter titles for each new Category which will then appear in the Document Designer section for Job Category.

 

To enter the Designer module for Job Categories, navigate to Settings > Document Designer > Job Category then select one of the template designs shown in the Templates section of the LH menu. (As detailed above, you must have first created these template titles in the Custom Values Section)

 

Once the template's exist, you may edit them accordingly as described in the general How To Guide for 'Document Designer'

 

 

Printing / Email

The print dialogue and email module will automatically pick up the selected Job Category PDF design. If a design has not been created, then the main Job Ticket design will be used. This may be something that is required if all you want to do is categorise the Job Tickets into separate titles but they all actually use the same PDF design. In this instance, you will not be required to create a design for the Job Category within Document Designer.

 

If an Active Job Ticket design does not exist, then the main Job Ticket design will be used.

 

If you would like to know more about AutoVu and what we can do to help your business, why not check out our Frequently Asked Questions page, or Contact Us any time to discuss your specific requirements.

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