How to Create and Edit a Job Status?

How to Create and Edit a Job Status?

Job statuses are intermediate checkpoints within a job that can be updated by the Field Technicians and other stakeholders like Administrators, Dispatchers, and Supervisors to help understand the current stage of a job.

These Job Statuses can be customized to launch a checklist which must be completed before the job moves on to the next step. Or, they can be used to send a custom notification once the job reaches a specific status.

Note: Job Statuses can be edited or deleted only by an Administrator.

Creating and Editing a Job Status

  1. To create a Job Status, navigate to the "Settings" module in the Menu.
  2. Locate the "Configuration Settings" section and select "Job Settings".
  3. You will be redirected to the "Job Settings" page, click on "Job Status" under "Configurations".mceclip0.png
  4. Now, select a category from the "Job Category" dropdown.mceclip1.png
  5. After selecting the category, click on the "New Status" button to open the New Job Status dialog. Now, provide a name for the status based on your business taxonomy and map it to a Zuper Job Status Type
    1. Status Description: A brief description of the job status and what it means.
    2. Status Color: Select a color to associate with the job status.
    3. Require Customer Signature: Prompts the Field Technician to obtain a customer signature when the job status is updated.
    4. Require Customer Feedback: Demands the Field Technician to obtain customer feedback when the job status is updated. (Note: This option will be available only if the "Require Customer Signature" Field is enabled. )
    5. Require Facial Authentication: Triggers identity verification of the Field Technician with facial authentication when the job status is updated.
    6. Require Geo-Fencing: This allows the update of a job status only within the configured Geo-Fence of the Customer Service Address.
    7. Radius of the Geo-Fence (In Metre): Represents the radius within which the Field Technician has to be present to update the status. (available only when "Require Geo-Fencing" is enabled.)
    8. Capture Geo-Coordinates: Captures the Geo-Coordinates of an employee's location during the job status update.  
    9. Enabled for Field Executive: Allows Field Technicians to update job status.
    10. Enabled for Manager: Makes sure that only Supervisors update a job status.
    11. Dependent Status: Enables the Field Technician to update the status only after the Parent Status is updated.   
    12. Allow Remarks: Prompts Field Technicians to input remarks on the job status during an update. Your field technicians can input one of the three types of remarks: Predefined, Free Text, and botmceclip2.png
  6. Fill the remaining fields and click on "Add Status".

Editing a Job Status

  1. If you would like to change the order of your Job Status and rearrange them as per your convenience by just dragging them to the right place.  Status_update.gif
  2. If you would like to edit a specific job status, select the category it belongs to on the "Choose a Job Category" dropdown beneath the Job Status section.mceclip0.png
  3. You will see a list of all Job Statuses available for that specific category.
  4. mceclip1.png
  5. To edit a job status, click on the "Edit" icon on the specific job status which you would like to edit.mceclip2.png
  6. It will prompt open the "Edit Job Status" dialog.mceclip3.png
  7. Once you have made the required changes, click on "Update Status".

Deleting a Job Status

  1. If you would like to delete a specific job status, select the category it belongs to on the "Choose a Job Category" dropdown beneath the Job Status section.mceclip4.png
  2. You will see a list of all Job Statuses available for that specific category.mceclip1.png
  3. Once you find the job status that you would like to delete, click on the "Delete" icon on the specific job template which you would like to delete.mceclip5.png
  4. It will prompt open the "Delete Job Status" dialog.mceclip6.png
  5. To delete the status, you will have to confirm your action by clicking on the Delete button. 
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