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Job Transaction Processing - Scheduling

Use this option to assign employees to service and field service jobs, or to change the status of a field service job. You can also view notes and images related to a field service job.

For field service jobs, assigning the job to an employee sends the job to that employee’s PDA.

 

Technical Tip

If you have the Micronet Plant Maintenance (MPM) module installed as part of MJC, you can also assign employees to jobs using the MPM Job Scheduler - refer to "Plant + Maintenance - Schedule Job Cards".

  1. Display the Job Transaction Processing screen.

Refer to "Managing Service Jobs".

  1. Select SCHEDULING.

Micronet displays the Job Scheduling screen showing all employee assignments for this job.

  1. If you want to:

If you selected to add, insert or edit a job assignment, Micronet displays the Enter Schedule screen.

  1. Complete the following fields:

 

Field

Value

 

Assigned To

Enter the ID of the employee you want to assign this job to. You can also press spacebar then Enter to select from a list of employees.

For field service jobs, the job will be downloaded to this employee's PDA.

 

Date

Enter or select the date the employee should perform this job.

 

Start Time

Enter the job start time for the employee.

 

End Time

Enter the job end time for the employee.

 

Assignment

Select the job assignment status. Options are:

  • Unassigned - the job has not yet been assigned to an employee
  • Assigned - the job has been assigned to an employee
  • PDA - the job assignment has been sent to a PDA
  • Completed - the job assignment has been completed
  • Response - this option is not used.

 

 

Technical Tip

If your company uses the Field Service module, use the Field Service Status rather than the Assignment field.

 

 

Stage Number

Micronet displays the default job stage number. You can delete this and press Enter to select a different job stage against which to record this job assignment.

 

Field Service Status

This field is only displayed if your company uses the Field Service module. For more information about Field Service, refer to "Introduction to Micronet Job Costing".

Micronet displays the status of the field service job. You can change the status if required. Options are:

  • No Action - save the job without sending it to the field service employee in the Assigned To field
  • Send to PDA - send the job to the field service employee selected in the Assigned To field. Micronet will download the job to the PDA the next time the PDA user synchronises with Micronet.
  • On PDA - the job has been downloaded to the field service employee's PDA but not yet started
  • On PDA Edited - the job has been edited in Micronet since the job was downloaded to the PDA and requires the PDA user to download the job again to update the job with the latest changes
  • In Progress on PDA - the job has been downloaded to the field service employee's PDA and is currently in progress
  • New Job - this status is not currently used
  • Quote Required - this status is not currently used
  • Quote Retrieved - this status is not currently used
  • Completed on PDA - the job has been completed by the field service employee but not yet synchronised to MJC
  • Completed - the job has been completed by the field service employee and has been synchronised to MJC.
  1. If you are editing an existing job assignment, you can:
  1. When you have finished with the Enter Schedule screen, select the Accept button.

If you selected to add a job assignment, Micronet redisplays the Enter Schedule screen so you can add further job assignments.

 

Technical Tip

If you selected to change the status of a field service job, Micronet displays a message asking you to confirm that you want to change the job status.

Select Yes to save the job status change, or No to keep the original status.

  1. When you have finished entering job assignments, select the Cancel button.

Micronet redisplays the Job Scheduling screen showing all job assignments.

  1. When you have finished maintaining job assignments, select the Ok button.

Micronet redisplays the Job Transaction Processing screen.

If you have the MPM module installed, you can view the scheduled jobs for an employee in the Schedule Job Cards screen (refer to "Plant + Maintenance - Schedule Job Cards").