This article provides a step-by-step guide on how to schedule a job using BigChange and manage it effectively. Understanding this process is crucial for efficient job allocation and tracking.
Scheduling a New Job to a contractor
To schedule a job to be passed to a contractor, follow these steps:
- Select 'Schedule' on the main menu
- then 'New job'.
- In the 'New job' popup, select the contractor from the drop-down menu. This will automatically add an additional field called 'Contractor job type'.
- Select the appropriate job type and complete the remainder of the form.
- Click 'Save'.
The job arrives with the contractor as a 'New unscheduled job'. It can then be scheduled for a suitable resource based on any notes and constraints.
Viewing the Job Status
While the job is in progress, you can view the job status by:
- Clicking on 'Schedule' in the top menu.
- Clicking on 'Display' in the side menu.
- Clicking on the 'List view'.
- Selecting the relevant job.
- Clicking on 'View'.
Please note that it is currently only possible to view jobs that have been collaborated from the list view. A PDF job card can now be downloaded by clicking on the PDF icon.
Setting Up Alerts
On the contractor's site, an alert can be set to appear as an email or popup to show when the job arrives. On the main site, it is recommended that you set up an alert to be notified once the job has been completed.
Viewing Completed Jobs
A completed job will appear as normal on the Contractor site. You can then view the job either against the customer or from the jobs list view.
Conclusion
Scheduling and managing jobs with BigChange is a straightforward process that ensures efficient job allocation and tracking. By following these steps, you can ensure that jobs are assigned to the right contractors and their progress is tracked effectively.
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