Skedulo Plus product extension - Create new job

Enable resources to create new jobs from the Skedulo Plus app.

Overview

Name Create new job
Description Allows resources to use a mobile form to create a new job that is unrelated to the current one. The new job has its own details, like location, address, account, and contact.
Use case Businesses that want their resources to be able to create and schedule jobs while away from their desk.
Skedulo platform Skedulo Pulse Platform and Skedulo for Salesforce
Mode Online
Type Global (accessed from the More menu in the mobile app)

Version information

You can choose to continue using the current version or upgrade to the latest version by contacting your Skedulo Customer Success Manager. The table below provides a detailed comparison of the versions.

Version Description
Version 0.0.6 Create new jobs at any time in the Skedulo Plus mobile app.
Version 1.0.0 This version adds the ability to pre-populate the standard fields from job templates when a job type is selected. The following fields will automatically populate from the job template:
  • Standard job fields: Includes Description, Account, Contact, Region, and Urgency. Mobile users can modify these values before saving.
  • Job requirements and tasks: Displayed as read-only at the bottom of the form and cannot be edited.

Prerequisites

Access the extension (form) on the Skedulo Plus mobile app

To access the form after it has been installed, do the following steps:

  • In the mobile app, tap More. The form will appear under the user profile section.

Create a new job using the Create new job extension

To create a new job in the Skedulo Plus app, do the following:

  1. Tap More, then tap Create new job.

  2. Fill in the form.

    For version 1.0.0 or later, the standard fields will automatically populate from the job template. Job requirements and tasks are shown as read-only and cannot be edited. See this section for more information.

    Create a new job form

    a. (Optional) Tap to enable the Assign to me toggle to assign the new job to yourself. If left disabled, the job will be created and a scheduler can allocate it to a resource in the web app.

  3. Tap Save.

The job will appear in the Skedulo web app. The start and end date and time of the new job is in the selected region’s timezone.

FAQs

Why can’t I access to the extension when I am offline?

This extension was built in an online-only mode to allow for getting the address and converting it into a location. This mode requires a stable internet connection to work.

How do I enable my resources to create the job and assign it to themselves

In order to create new jobs and assign to themselves, resources need the Create permission for the “Job Allocation” object. To check this, admins for teams using Salesforce to connect to Skedulo should check the permissions for the “Job Allocations” object in the Skedulo Resource permission set. By default, this object is read-only for resources.

To grant permission to create jobs using the mobile app, first clone the permission set, then enable Create for the job allocation object and save. Once enabled, this cloned permission set will need to be added to the appropriate user before they can use the feature. For detailed steps on how to do this, refer to Enable object permissions in Skedulo permission sets.