How to Create Job / Service Types

Updated Feb 11, 2020

Job / Service types are assigned to Mobile Patrol visits and/or Alarm Dispatch Tickets. Create a job / service type for each of the items that you could potentially assign to a Patrol visit or Dispatch to your patrollers.

Accessing BackOffice Default Settings

Follow the steps below to access the default settings in the BackOffice.

  1. From the Live Dashboard, click on the "Settings" button. It will bring you to all the settings for your portal.
  2. The items shown in the "Backoffice Configurations" menu, are the options for configuring the default settings for back office.

Create a Job / Service Type

To create Job / Service Type:

  1. Select the Job / Service Types option from the left menu.
  2. A Job / Service Types page will appear, click the button labeled [+ Create New].
  3. A pop-up will appear, enter the required data:
  • Description: Enter a label to represent the Job / Service Type.
  • Prefix Code: Add a code in letters and /or numbers to identify the Job / Service when looking at the analytics. Example: Alarm Response would be ALM.
  • Details: If there is any internal instructions or comments for the specific Job / Service. This information will display on the device of your guards when reviewing the information for this Job / Service.
  • Report Template: Select the report that your guard will have to complete when the patrol or dispatch is completed for this Job / Service.
  • Dispatchable: Click the check-box if this item is to potentially be assigned in a dispatch Ticket. Once selected extra fields will show: 3A
    • Dispatch Workflow: Select from the list of Workflows available in the portal, which one should be assigned to the Job / Service.
    • Priority: Select 1-Low, 2-Important , 3-Urgent.
    • Dispatch Group:  Mobile Users + Vendors
    • Billable options: Select according to the way it should behave: Do not require Contract or Require Contract
  • Schedulable(Runsheet): Click the check-box if this item is to potentially be assigned as part of a mobile patrol. (runsheet)
  • Billable Item: If appropriate, select the billable item the Job / Service type is to be assigned to.
  1. Once fields completed click on the [Save] button to save the Job / Service type. Repeat for all the Job / Service types expected to be assigned to mobile patrols or dispatch tickets.
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