Welcome to the Okappy forum which contains questions and answers around Okappy’s connected workforce management platform.
Sign up to the forum to ask your own question, get notified of responses and track other questions and answers.
Check out our forum help for more tips and tricks for getting the most out of the forum. Alternatively, check out our help articles in our support centre or our quick tips and tricks.
Please
Login to create posts and topics.
Yearly jobs
Quote from Guest on 22 August 2019, 9:08 am
Good morning
I have just found the recurring scheduling capability on Okappy. This could be very useful, it solves my earlier query to allow documents associated with a customer to be available on a new job. I have had a little play with it and the only problem I can see at the moment would be that a lot of our customers have jobs done on a yearly basis, which the recurring option allows for, but it loads the jobs as live jobs in the current schedule, all be it that the date is for next year. As you can imagine if you have 100 + people with jobs scheduled for various dates next year the outstanding jobs screen becomes very cumbersome. I appreciate we can sort by date and we can restrict the number of jobs showing on the screen but both of these options impact on other processes we utilise. Have you any ideas? Perhaps scheduled jobs only showing in the months they are scheduled for – or something similar.
Good morning
I have just found the recurring scheduling capability on Okappy. This could be very useful, it solves my earlier query to allow documents associated with a customer to be available on a new job. I have had a little play with it and the only problem I can see at the moment would be that a lot of our customers have jobs done on a yearly basis, which the recurring option allows for, but it loads the jobs as live jobs in the current schedule, all be it that the date is for next year. As you can imagine if you have 100 + people with jobs scheduled for various dates next year the outstanding jobs screen becomes very cumbersome. I appreciate we can sort by date and we can restrict the number of jobs showing on the screen but both of these options impact on other processes we utilise. Have you any ideas? Perhaps scheduled jobs only showing in the months they are scheduled for – or something similar.
Quote from
Gerry on 22 August 2019, 9:10 am
Hi Lorraine
Glad you saw the recurring jobs and it might be useful.
Yes I see what you're saying about lots of jobs in the future. Based on your idea of only showing jobs in the current month, you could do that by typing /08/ or 08/2019 into the filter which would filter to this months jobs only. That filter would stay if you changed views from say outstanding jobs to completed jobs and even if you logged out and back in again.
Thanks
Lauren
Hi Lorraine
Glad you saw the recurring jobs and it might be useful.
Yes I see what you're saying about lots of jobs in the future. Based on your idea of only showing jobs in the current month, you could do that by typing /08/ or 08/2019 into the filter which would filter to this months jobs only. That filter would stay if you changed views from say outstanding jobs to completed jobs and even if you logged out and back in again.
Thanks
Lauren
