There are a number of related Job functions in II which will save you some time in creating certain additional Jobs as information is copied or inherited from the original Job; the first of these is a Follow-up Appointment.
The Follow-up Appointment function is useful when you wish to create a single follow-up Job for the same Customer, Client and Consumer i.e. if all parameters on the job are the same as the original with the exception of the scheduled time for the appointment. Everything above the Calendar section of the original Job will be copied to the Follow-up Appointment/Job.
You can create a Follow-up Appointment in a number of ways:
- Navigate to the ‘Home’ menu and select ‘Manage Jobs’.
Quick tip: a link to ‘Manage Jobs’ can also be found in the Quick Links section of your default home page - The Dashboard - Find the original Job from which the Follow-up will be created, click on the drop down menu beside this Job and select Create Follow-up
- Alternatively, if you are already viewing or editing the Job, click on the green More button in the navigation pane to the left hand side and select Create Follow-up from that menu.
- The new follow-up Job will then be created, note that you will receive a success message at the top of the page indicating that the follow-up Job was created and instructing you to fill out the schedule information for this job.
- Note how all info above the Calendar is copied from the original Job; all info in the Calendar section must be populated and you can also add notes specific to this new Job.
- When the Calendar info has been populated for the follow-up Job, save the new Job by selecting the blue Save button at the bottom of the page
You can then Navigate to the Recurring tab on the Job to view all Jobs that are related to that which you are viewing. Note the Booking # and Job #; all related jobs will share the same Booking # but each and every Job in II will have a unique Job #.
Note that you can take actions on individual Jobs using the cog wheel drop down beside the relevant Job. If you make certain changes to a single Job (i.e. anything that is not part of the Booking level info - Calendar section and below) that has others related, you will receive a pop-up box asking if you wish to make the changes to only that Job or others, this gives you the flexibility to change the schedule on any or a select number of related Jobs.
The exception to this rule is ‘Service Type’ which resides above the Calendar section, in the Appointment Details section. In a recent improvement to the system, the ‘Service Type’ can be changed at both Job level and Visit level (Team Jobs which will be covered in more detail in another topic) without affecting all Jobs under that Booking.
At anytime can use the Quick search function at the top of all II screens to search by Job # or Booking # and as always you can navigate to the ‘Manage Jobs’ page to follow-up on any Jobs.
In the next modules we will cover some more related job functions.