Follow on Jobs - Custom Automation

This article provides a step-by-step guide on how to create job types custom automation in BigChange. Follow these instructions to streamline your job management process.

Creating a new Job Types

• Select [Top menu] Account setting (icon) → Settings → [Side menu] Schedule → Job Types.
• Complete the fields on the Detail tab as usual.

PLEASE NOTE - Follow on job automation will use the possitive and negative results as the triggers.

Using Existing Job Types

• You can use an existing job type.
• New jobs may be triggered by specific results, such as 'Additional parts required' or 'Replacement boiler needed'.
• Automation for Follow On Jobs can also be used for positive results, e.g., 'Opportunity Over 500' leading to 'Corporate Sales Follow Up'.

Adding a WorkSheet and Custom Fields (optional)

• Navigate to: [Top menu] Account setting (icon) → Settings → [Side menu] Schedule → Worksheets → Add/Edit.
• For detailed information on creating a WorkSheet, refer to the dedicated Worksheets article.
• Attribute your WorkSheet to the appropriate Job Type.

Adding Custom Fields (Optional)

• • Navigate to: [Top menu] Account setting (icon) → Settings → [Side menu] → Schedule Job Custom Fields → Job Type → Add/Edit.

Adding Automation

Setting Up Automation

Navigate to: [Top menu] Account setting (icon) → Settings → [Side menu] Schedule → Job Types

1. Select the Automation tab
2. Select 'Add' icon.

Section A - Scenario Setup

• Set up the scenario in which the automation for the follow-on job would be triggered.
  • Job status: - This will be either a possitive or negavtive job type result
  • Commets: - Job type result (this is a negative result on the job type)
  • Create new job of job: - You can choose the follow on jobs job type.
  • Group jobs: - This will allow you to add the first job and follow on job in a group job or not.
  • Allocation of job: - This will dictate the behaviour of the follow on job on creation.
    • Unallocated (drops into the unscheduled jobs section on the schedule.
    • Immediately to triggering resource (will be automatically allocated 'Now' to the triggering resource)
    • Immediately to triggering resource (including assistants)
  • Job reference used: - This will dictate where the new job number comes from.
    • Taken from new job type.
    • Taken from triggering job type and add suffix after reference (eg: -001).
• All fields are mandatory.

Section B - Field Mapping

• Map information from the original job to the follow-on jobs, e.g., contact information, constraints.
• All fields are mandatory with yes/no answers.

Section C - Manual Mapping

This section allows the copying of either:

1. Worksheet question
2. Job result notes
3. Custom fields

Allows you to map data from the original job over to the follow on job.

Testing Automation

• It is highly recommended to test custom automation before deploying it on live jobs to ensure it creates jobs as required.

1. Original job
2. Follow job
3. Activiy tab - Will show you that the follow on job was triggered off another job.

Conclusion

By following these steps, you can efficiently set up job types, add worksheets and custom fields, and automate job creation in BigChange. Testing your automation setup is crucial to ensure it meets your requirements. For more detailed information, refer to the dedicated articles linked within each section.