Summary
This article addresses the challenge faced by some users who utilize the Service Queue as a Work Order status without scheduling these jobs. When technicians pick up a work order from the queue, administrators lack visibility into the ongoing tasks. This guide aims to provide step-by-step instructions on effectively managing work orders and tracking user activity within the ServiceBox system
Guidance for Users (Technician):
If users (technician) opt to select work orders from a Service Queue without a pre-set schedule, the following steps should be taken:
1. Assign Work Order to Yourself:
a. Log in to your ServiceBox account.
b. Navigate to the Service Queue.
c. Select the relevant Work Order you intend to work on.
2. Change Assigned Person to yourself (Technician):
a. Once the Work Order is selected, locate the "Assigned To" field.
b. Change the assigned person to yourself (technician), ensuring responsibility for the Work Order.
3. Access Schedule Tab:
a. Navigate to the Schedule tab by clicking on the Scheduler button.
4. Schedule the Work Order:
a. Within the Schedule tab, schedule the Work Order.
b. Use the scheduling tools to set the date and time for the job.
c. Optionally, utilize the "All Day" mode or checkbox for tasks that span the entire day.
5. Visibility on the Scheduler:
a. Once scheduled, the job will appear on the Scheduler.
b. Administrators can now track and monitor the job that technicians are actively working on.
Conclusion:
By following these step-by-step instructions, users can effectively manage work orders and enhance administrator visibility on ongoing tasks. This streamlined process ensures a more organized and transparent workflow within the ServiceBox system. Administrators gain the ability to track user activities, promoting efficient communication and coordination.
For any additional support or questions, reach out to our team at support@jobboxsoft.com