Using Workflows In Smart Job Management
USING WORKFLOWS IN SMART JOB MANAGEMENT
Workflows is a new feature in Smart Job Management which allows MyConnectedFleet platform users to set tasks or instructions for job completion which drivers or users of Smarter Driver App need to complete. The tasks are set up in the Job Management section of MyConnectedFleet by the administrator or manager, and then they are completed and actioned by the Smarter Driver App user (driver, operator, technician etc) on site whilst completing the job.
HOW DOES IT WORK? - MANAGER SET UP
For a complete guide on how Workflows work watch this video below, with step by step instructions below.
Setting up workflows is done in Settings, Alerts & Location > More > Jobs Admin
Then click on Workflows> New Workflow > then enter the name and description of the new workflow
The standard workflows for each job stage will be listed on the screen. These are the Job Actions that can currently be seen on the Smarter Driver App. To change any element such as the name of the workflow or to add a specific task to the workflow, click on the edit button (the pencil icon). You can change the name of the item or how it appears on the app and add more specific tasks by clicking on the “add task” button
ADDING A TASK
To add a task at a stage of the workflow, follow these steps. Having clicked on the “add task” button (see above), you have to define the task, whether it is a mandatory task and the response type from the user of the Smarter Driver App.
From the screenshot you can see that there is a slider titled “required”. By leaving it switched on (blue) it means that this task requires a mandatory response or action from the Smarter Driver App User. You then need to give a name to your task and describe for the App user what the nature of that task is. Lastly, there is a choice of response type - free form text, single choice, images, signature, number or multiple select.
TASK TYPES
Each task is set up differently by the manager or administrator and appears to the user of the Smarter Driver App in a different way.
Once you have completed your task set up, you can add another task or save to save all the changes you have made
CUSTOM STATES AND SUB STATES
To truly personalise your workflow and ensure maximum customer satisfaction and support to your driver/user, you can set up Custom States and Sub States which break each stage of the job into smaller tasks that you want to get achieved.
Each Custom State has the option to add multiple tasks and uses the same process as the previous instructions on creating tasks. An example is shown below on a vehicle service, when the technician starts the job (In Progress) he has two Custom States (1) (PRE-INSPECTION and SERVICE ACTIONS). Within each of these Custom States are 3 tasks with the example of the SERVICE ACTION illustrated (2).
When completing these sub-states and the tasks, the app user will see the task progress on their app indicating how many individual tasks they need to complete.
