Manage jobs in the Roster Management Console

Existing jobs can be managed from the calendar using the job controls. Right click on a job card to view a list of options available for the job. 

Job controls vary depending on the job type and status. The options can include: 

  • Edit / Allocate – Available if the job status is Dispatched, Ready, En Route, On Site, or In Progress.

Opens the Job Edit / Allocation modal, enabling updates to be made.

  • Go To Job In Skedulo – Opens the job in the Skedulo web app.
  • Group Event – Available for group event jobs. Opens the Edit Group Event modal, enabling updates to be made.
  • Cancel – Available if the job is not In Progress, Cancelled, or Complete

Opens a Cancel Job modal, prompting for cancellation reason, notes, billable check, and cancel recurring if applicable.

The job allocation status will be changed to Deleted.

Note: When a job is cancelled and falls within the ‘late cancellation’ time period, an activity will be created in place of the cancelled job. This activity can then be used to pay for the resource that had been previously allocated to this job. Please refer to your CSM to enable this option.

  • Unschedule – Available if the job is not Queued, Pending Dispatch, In Progress, Cancelled, or Complete

A confirmation message displays, ‘Would you like to Unschedule JOB-xxxx?’.

The unschedule job confirmation modal.

 Click OK to revert the job back to Pending Allocation.

  • Dispatch – Available if the job status is Pending Dispatch

A confirmation message displays, ‘Would you like to Dispatch JOB-xxxx?’
Click OK to dispatch the job and change the status to Dispatched.

  • More Info – Opens a JOB-xxxx modal, with job information that is also available via the information ⌽ icon on the job card.
  • Complete Job – Available if the job status is Dispatched, Ready, En Route, On Site, or In Progress

Opens a Complete Job modal, where you can enter the Actual Start and Actual End times of the job. 

Click Save to change the status to Complete, and update the job times.

All other functions found in the Roster Management Console are listed in the user guide ‘Roster Management Console functions‘.

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