Learning Objectives
After this you will be able to;
- Explain how job type templates can speed up the work creation process
- Create job templates with predefined data to support effective workforce management
Exploring job templates
When creating jobs within the Skedulo Web App, one of the first required fields is the job type. An administrator can configure job templates so that when a job type is selected, various fields and job information is automatically populated.
Before you start. creating job templates you will need all your base data and supporting base data is entered in, as job types can link and reference various types of records.
How ‘I Choose Me’ are using job templates
In pervious lessons we followed along with I Choose Me as Julia and Robert set up their Skedulo solution. Let’s follow along with Julia and Robert as an example use case when creating job templates.
Job templates are not required but I Choose Me will be utilising them to produce the following outcomes;
- Speed up work creation – Inside a job template, the duration can be pre-defined. Most services ‘I Choose Me’ offers go for 60 minutes except for ‘Nutritional advice’ and ‘Events and info sessions’ that go for 90 minutes. The default duration for each service type will be added against the job templates.
- Streamline the allocation process – By using tags that represent the service types and adding them against the job templates, schedulers will only see suggested resources that can deleiver the service, filtering out resources that can’t deliver the service type.
- Pre-defined work instructions – Jobs can contain job tasks that can be allocated against work that resources can check off within the mobile app while delivering services. Each service type has a number of actions the deskless workers must perform before completing the work. Tasks specific to each job type will be allocated against the templates.
Creating job templates
The Skedulo Web App offers a range of settings and configuration options to customise various workflows, user capabilities and more! Job templates are managed within the Web App settings screen, that can only be accessed by administrators which is a system capability that is managed against the user record.
Navigating to the job template screen
To access the Web App settings and access the job template screen;
- Click on your profile picture in the top right corner
- Choose the ‘Settings‘ option in the dropdown list
- Click on the ‘Job Template‘ section
I Choose Me job templates
Now that you know how to navigate to the job template screen, let’s take a look at how I Choose Me configured them to meeting their needs. Each template has been set up with only the default information that all jobs of that type will need. Once the template is applied to a job during the creation process schedulers are free to make amendments as required.
Let’s dive into some of I Choose Me job types to see how their templates have been configured.
Mobile Personal Training
Mobile personal training is conducted by a qualified personal trainer. Sessions can be conducted in a clients home, at a park or at an I Choose Me location and are typically 60 minutes. Personal trainers are to ensure an area is safe prior to conducting the session and all clients must receive a follow up report after the session.
| Description | Mobile Personal Training |
| Duration | 1 hour |
| Required Resources | 1 |
| Tags | Personal Trainer – Required First Aid & CPR – Required Drivers License – Required |
| Tasks | Risk assessment A risk assessment was conducted prior to session Client report A client report has been sent |
Group Fitness
Group fitness classes are conducted by a qualified personal trainer and highly regarded if they specialise in group fitness. Sessions can be conducted at a park or at an I Choose Me location and are typically 60 minutes long. Personal trainers always ensure an area is safe prior to conducting the session and an attendance sheet must be provided for legal purposes.
| Description | Group Fitness Class |
| Duration | 1 hour |
| Required Resources | 1 |
| Tags | Personal Trainer – Required Drivers License – Required (Might be removed by a scheduler) First Aid & CPR – Required Group Trainer – Required |
| Tasks | Risk assessment A risk assessment was conducted prior to session Attendance Sheet All attendees marked their attendance and a photo of the sheet has been attached to the job |
Nutritional Advice
Nutritional advice is conducted by a single qualified nutritionist with a higher preference on people with a personal training background as the client might ask fitness related questions. Sessions can be conducted in a clients home or at an I Choose Me location and are typically 90 minutes long.
| Description | Nutritional advice session |
| Duration | 1 hour 30 minutes |
| Required Resources | 1 |
| Tags | Nutritional – Required First Aid & CPR – Required Personal Trainer – High Weighting |
| Tasks | Assessment conducted An assessment was conducted prior to session Information provided Customer has been provided with a link to online information, guides and resources Client report A client report has been created post session |
Office Wellbeing
Office wellbeing sessions are facilitated by two people. Allocated resources must have appropriate training and skillset to deleiver the session which is validated using the ‘Trainer’ tag.
| Description | Office Wellbeing |
| Duration | 2 hours 30 minutes |
| Required Resources | 2 |
| Tags | Trainer – Required Personal Trainer – High Weighting |
| Tasks | Signed into office All resources have signed the office visitor sheet |
Cooking Classes
Cooking classes are facilitated by two people. Resources allocated must have appropriate training and skillset to deleiver the class which is validated using the ‘Cooking Instructor’ tag.
| Description | Cooking Class |
| Duration | 3 hours 30 minutes |
| Required Resources | 2 |
| Tags | Cooking Instructor – Required Nutritional – High Weighting |
| Tasks | Session sign in sheet All attendees marked their attendance and a photo of the sheet has been attached to the job Conduct introduction presentation All attendees were present for the safety induction presentation. |
Food Waste Collection
Food waste collection is performed by a fleet of drivers. Drivers are given shifts that define their working days. The food collection job type is used to build a number of job locations to build a drivers route to pick up food from supermarkets.
| Duration | 15 minutes |
| Required Resources | 1 |
| Tags | Driver – Required Drivers License – Required |
| Tasks |
Resources
- Job Templates – Skedulo knowledge base