Purpose: Understanding diary events means all users are equipped with the knowledge required for better workflow management. The diary is the centre of a job management system. Combining mobile app workflows with web management ensures businesses are optimising engineer time effectively and maximising profit.
Mobile app workflows improve the accuracy of engineer actions throughout the day. Diary events that are correctly actioned by engineers will provide all users with up-to-date information that is relayed back to the office in real time. Improving the efficiency of your business and increasing awareness so that your office staff and engineers can be on the same page, at all times.
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📘️Diary event statuses and icons
📘️Leaving a diary event
Please note:
- Once a diary event has been updated to Arrived, it can no longer be edited or moved.
- Users should Abort the event if they are travelling and cannot reach their destination. However, it is possible to move the event on the diary at this time.
- Any reject or abort status logged will require a reason before saving.
- If the event is aborted, the job will remain open. Aborting a job is a web-only action.
- Job report must be completed before marking an event as left if there are required questions.
Related video:
Accept/Reject
When an event is added to an engineer’s diary, it can be accepted or rejected. The engineer has the opportunity to review the job information and decide how to proceed. This should be completed the morning of or night before the job to ensure the office knows of any events you may not be able to attend on a given day ahead of time.
- Tap Diary > Tap event > Accept
- Tap Diary > Tap event > Reject > Type reason for rejecting event > Save/Tick
Travel/Abort
Engineers should tap Travel when they are in their vehicles ready to depart.
- Tap Diary > Tap event > Travel
- Tap Diary > Tap event > Abort > Type reason for aborting event > Save/Tick
Arrive/No access/Abort
Once the engineer has gained access to the property, they should tap Arrive. If they are unable to access the property they can use No access to record information and take any pictures to support this. Pictures taken for No access will show in attached files for the relevant job. The diary event can also be aborted at this stage if for any reason they cannot complete their journey to the property.
- Tap Diary > Tap event > Arrive > Fill in arrive questions > Save/Finish
- Tap Diary > Tap event > No access > Complete questions > Tap + to take photo > Save/Tick
- Tap Diary > Tap event > Abort > Type reason for aborting event > Save/Tick
Leave/Abort
When the job report has been filled in and the works are complete, the engineer should mark the event as left. If the event has been marked as Arrived in error, it can be aborted and will need to be rebooked.
In the event the engineer must leave after work has been started, they should fill in the job report as best they can and mark the event as left so it can be rebooked on another date.
- Tap Diary > Tap event > Fill in job report > Leave
- Tap Diary > Tap event > Abort > Type reason for aborting event > Save/Tick