Workflow


Job Overview

Includes articles describing a job flow on the UK Field Service system


Create a new job

Describes the process of logging a new job and use of a suggested/optimal engineer feature.


Turn a client request into a job

Describes a process of managing incoming client requests.


Assign a job, Re-assign

Describes different ways to assign a job.


Edit a job, Send back, Cancel

Includes information about editing job details, fixing prematurely assigned or resolved jobs and managing obsolete/not valid jobs.


Work on a job

Describes two ways of recording a work session.


Job close out and invoice processing

Describes a process of closing a job and further invoice processing including issuing the invoice and managing payments.


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