Overview

In ASAP a work type represents an appointments type, such as: assessment, installation, meter installation or field audit.

Many features within ASAP include work type restrictions, such as:

  • Field Workers
  • Products
  • Questions
  • Forms
  • Emails
  • Invoices

When restrictions are applied to these features an appointment will only display those which match it’s work type.

These restrictions can be utilised to accurately represent the workflow of an appointment.


Work types also contain options that control an appointments:


Creating a Work Type

  1. Open the Work Type Management screen by selecting Admin → Advanced Configuration [L - Z] → Work Types
  2. Enter any necessary configuration options
  3. Select Add Work Types

Editing a Work Type

  1. Open the Work Type Management screen by selecting Admin → Advanced Configuration [L - Z] → Work Types
  2. Edit any necessary configuration options
  3. Select Update Work Types

Configuration Options

Work types have a number of configuration options broken into tabs:

  • General

    Configuration options for the work type

  • Requirements

    Criteria that must be met before the an appointment of this work type can be created

  • Scheduling

    Configuration options for the automatic generation of an appointment with this work type

  • Invoicing Options

    Configuration options for the work type’s invoice

  • Declarations

    Text fields displayed on the Runabout Quotation and Work Sign-off tabs if no PDF alternative is available


Configuration Descriptions

General Information

Configuration Description
Work Type Id System generated ID
Name The name of the appointment type
Appointment Type A list of preset appointment types to help ASAP better assess appointments (e.g. Assessment type appointments will always be the first appointment scheduled
Sort Order A sorting method used for the creation of appointments, when automatically generating an appointment ASAP will prefer work types with lower sort orders
Representation Name The title of the field worker in reference to the appointment, i.e. Auditor, Installer, Assessor
Skip Audit If phone / paper audit is required before invoice
Close Job On Completion When an appointment of this work type is completed the parent job’s status will be set to ‘Closed’
Optional A method of making this appointments of this work type mandatory for jobs
Parent Work Type A work type that must exist before this work type can be created i.e. an ‘installation’ appointment may have a parent work type ‘assessment’
Work Assignment The work assignment associated with the work type
Restrict Questions by Work Type Only show questions where the work type is selected, i.e. do not show questions with no work type filter
Do not Export (API) Disallow this work type on Runabout

Requirements

Configuration Description
Requires Parent Completion The parent appointment must be in ‘Completed’ status before this work type can be created
Requires Quotation Acceptance The parent appointment’s quote must be in ‘Accepted’ status before this work type can be created
Questions Answers Question answers that must be selected before this work type can be created
Customer Type A job’s customer type that must be selected before this work type can be created

Scheduling

Configuration Description
Schedule Timeslot Creates a timeslot for appointments of this type, if not selected appointments of this work type can only be assigned to days, not times.
Autoschedule Delay When auto scheduling an appointment of this Work Type, schedule it X minutes after the parent appointment. If you wish to add the appointment to the waiting list instead of auto scheduling then enter ‘-1’ in this field
Autoschedule Same Fieldworker When auto scheduling an appointment of this Work Type, always assign it to the same Field Worker that the the parent appointment is scheduled to
Schedule to Field Worker Question The question in the parent appointment which provides the Field Worker to automatically schedule the appointment of this Work Type to
Schedule on Date Question The question in the parent appointment which provides the Date to automatically schedule the appointment of this Work Type to
Schedule at Time Question The question in the parent appointment which provides the Time to automatically schedule the appointment of this Work Type to

Invoicing Options

Configuration Description
Invoice Requires Certificate Submission If checked, the appointment cannot be invoiced on a fieldworker or agent invoice until it has been a status of Submitted
Invoice Wait Work Type Invoice eligible only after the selected work type has a status matching ‘Wait Work Type Appointment Status’
Wait Work Type Appointment Status Invoice eligible only after the ‘Invoice Wait Work Type’ appointment has the selected status
Invoice Wait Work Type Client Client Invoice eligible only after the ‘Invoice Wait Work Type Appointment’ appointment has been invoiced
Invoice Wait Worktype Eligible Invoice eligible only after the ‘Invoice Wait Work Type’ appointment is invoice eligible