Jobs allow you to turn the details that have been added to functions into actionable jobs for your team. Jobs has two parts: Jobs Management and Jobs Fulfillment. This article is all about Jobs Fulfillment. For more about Jobs Management, see Jobs Management: Create and Manage Jobs. For more about Jobs and the Ops Hub in general, see Operations Hub Overview.
The Operations Hub is available as an add-on for Elite Premier users.
Jobs Fulfillment allows your operational teams to access jobs for their team with a mobile-first interface design. They can view jobs for their team, claim jobs, check items off as complete, update the job status, and view relevant function documents (when added to the job).
Navigate to Jobs Fulfillment
Jobs are viewed and claimed on the Jobs Fulfillment page. In the left navigation, select the arrow by Ops Hub and select Jobs Fulfillment.
View, Claim, and Work Jobs
On the Jobs Fulfillment page, jobs are grouped:
- My Jobs: Includes all jobs assigned to you.
- Open Jobs: Includes all jobs assigned to any organizational team you belong to.
You are able to search for a particular job, or filter jobs by due date, organizational team, status, event type, and function type. At this time, you aren't able to save filter selections.
Select a job to view details, claim, and work the job:
- To claim the job, assigning it to yourself, select Claim Job. You won't be able to complete checklist items or update the job status until you have claimed the job.
- Users with Edit permission can assign job to others on the Jobs Management page. See Jobs Management: Create and Manage Jobs.
- To unassign the job so someone else can claim it, select Drop Job.
- To update the status, select the status chip and choose the new status. Status options are To Do, In Progress, Done, and Blocked.
- You can update a job to In Progress manually here, or once you complete a checklist item the status will update to In Progress automatically.
- Users with Jobs (Operations Hub) > Edit permission can also mark jobs as New and Canceled, although be aware that jobs with these statuses will not display in Jobs Fulfillment.
- To download an attachment (such as a room diagram), select Attachments. The View Attachments slider will open, where you can select an attachment to download it to your device.
- Select an option to group checklist items by room, function, or instructions and items.
- To complete a checklist item, click or tap the box by it. The progress bar at the top of the job updates, and if the status was To Do, it updates to In Progress.
- If you un-complete the checklist item, the status will not revert back to To Do.
- The job status does not update automatically to Done when all checklist items are complete. Don't forget to update the status at the top of the job once any other duties around this job are complete.
- To return to the Jobs Fulfillment page, select Jobs Fulfillment in the breadcrumb menu at the top of the job.
- Notice something different about the job? Go to the job's associated event's Event Dashboard and click Change Log in the upper right to see a list of changes made on that event's jobs.
- Note that all fields (except status) are locked once a job is marked as Done or Cancelled. The job can be reopened by updating the status to an active status.