Module 6: Admin Scheduler - Adding new Job modules to a Project

Step 1: Open the New Job Form

Click the + symbol next to the project's existing job module tabs to begin adding a new module.

Details:

• Sits alongside the project's existing job module tabs
• Opens the New Job form for the project
• Prepares the system to capture the new module's details

Step 2: Select the Workflow

Click the Workflow Name field and select the workflow that matches the type of work this module covers.

Available Workflows:

• Assessment & Repair
• Makesafe
• Private Works
• Quote
• Specialist Report

Details:

• The workflow determines which statuses and blockers will be available on this job module later
• Required before the module can be created

Step 3: Add a Job Description

Click Description to add a description of the new job module.

Details:

• A short, clear description of what this module covers
• Required before the module can be created
• Helps the team tell this module apart from others on the same project at a glance

Step 4: Enter the Job Reference

Click Job Reference to enter the job reference number associated with this module.

Details:

• Optional — the module can be created without one
• Used to match the module against an external reference, such as an insurer or client claim number

Step 5: Assign the Case Manager

Click Case Manager to assign the team member responsible for overseeing this job module.

Details:

• Opens a dropdown of available team members
• Required before the module can be created
• The case manager assigned here is specific to this module and can differ from the case manager on other modules within the same project

Step 6: Assign the Estimator

Click Estimator to assign the team member who will evaluate the repair costs for this module.

Details:

• Opens the same dropdown of available team members
• Sets who is responsible for costing the work on this module

Step 7: Assign the Project Manager

Click Project Manager to assign the team member responsible for overseeing the repair work on this module.

Details:

• Opens the same dropdown of available team members
• Sets who is responsible for the on-the-ground delivery of this module's work

Step 8: Create the Job Module

Click Create to save all entered details and finalise the new job module.

Details:

• Saves the module and adds it as a new tab alongside the project's existing modules
• The module is immediately available to work in, using the workflow, case manager, estimator, and project manager just assigned
• Description and Job Reference (where entered) appear on the module's Details page

Summary

Key Job Module Creation Steps:

Setting Up the Module:

• Click the + symbol to start a new job module
• Select the workflow that matches the work involved
• Add a description and, where relevant, a job reference

Assigning the Team:

• Assign a Case Manager to oversee the module
• Assign an Estimator to evaluate repair costs
• Assign a Project Manager to oversee the repair work

Finalising:

• Review the entered details before creating
• Click Create to save and add the module to the project

Key Points to Remember:

• Workflow, Description, and Case Manager are required fields the module can't be created without them
• Each job module can have its own Case Manager, Estimator, and Project Manager, separate from other modules on the same project
• Choosing the right workflow up front matters, since it determines the statuses and blockers available on the module afterwards

👇Recap

• You've learned how to open the New Job form for a project and select a workflow.
• You've added a description and job reference, and assigned a Case Manager, Estimator, and Project Manager.
• You've created the module and seen it added alongside the project's existing job modules.

FAQ

Do I have to fill in every field before I can create a job module? No, Workflow Name, Description, and Case Manager are required. Job Reference, Estimator, and Project Manager can be added later if they're not yet known.

Can a job module have a different Case Manager to the rest of the project? Yes, the Case Manager, Estimator, and Project Manager are set per module, so a project with several modules can have a different person responsible for each one.

What does selecting a workflow actually change? The workflow determines which statuses, blockers, and automations are available on that job module going forward this is why it's worth selecting the correct one at creation rather than after the fact.

Where does the new job module appear once it's created? Alongside the project's existing job modules, as a new tab you can click into straight away.