JobFile Setup Instructions - Public Test Environment

Overview

JobFile provides a way for suppliers & contractors to update their status of a task (accept, reject, started, completed etc.).

It is the suppliers system which ClickHome merely links to in order to push the information through.

For the purpose of this document a supplier/contractor will be referred to as a ‘resource’.

Workflow:

On scheduling a task from ClickHome (if JobFile is chosen as a way for the assigned resource to confirm the task) an email is created which includes a URL link to JobFile, the resource can click on this link and accept, reject or propose an alternate date for the task.
Replies from the resources are then automatically downloaded from JobFile (standard is every 30 minutes) when it runs and sent back to ClickHome.

Settings

1. Create a JobFile account (these account details will be used to setup the link between ClickHome and JobFile, JobFile is not the system for builders to use, ClickHome is).

Go to: http://jobfilepublictestap-env.elasticbeanstalk.com/Registration;
Enter the following;

Company Name;
Company Type "Builder"
Contact Name;
Email Address;
Password
Confirm Password
NOTE: the password cannot be ‘password’ and must be at least 6 characters;

Click next
Accept the terms in the license agreement, then click confirm;
An email will be sent to that registered email address, you will need to verify the email address using the link in the email;
NOTE: No email will be sent to you in the test environment as emails are setup to go to JobFile Support. Please wait for a JobFile Team member forward you the email .
Once this has been done you can apply the correct settings in ClickHome.

2. Configure Settings in ClickHome - JobFile for all resources;

In tblValidationEntries set:
a. ClickHome.ClickHomeLive.ServerUrl
b. ClickHome.ClickHomeLive.ServerUserName
c. ClickHome.ClickHomeLive.ServerPassword

1. 1. ClickHome.JobFile.WebServiceURL: http://api.jobfile.com.au/jobfileapi/v0 NOTE: ensure there are no spaces before or after these links once pasted into ClickHome
  2. ClickHome.JobFile.UserId: email address you created for the JobFile Account;
  3. ClickHome.JobFile.Password: password used for the JobFile Account;
    NOTE: ‘ClickHome.JobFile.UserId’ and ‘ClickHome.JobFile.Password’ are the credentials of the whole Building Company, not just a single user.
  4. ClickHome.JobFile.JobFileQueueId: enter '0'. As long as this is done BEFORE turning on JobFile then this value will update with maximum value from idExportQueue in tblExportQueues in JobFile.
  5. ClickHome.JobFile.RegisterMode: 0 = nothing, 1 = external all, **2 = external but does not load any supplier with 'NOJobFIle' (see below), 3 = all
    NOTE: Ensure there is only 1 register mode entered and it is set to bStdActive = 1. If this validation entry does not exist please add it.

cdValidCode	sgDisplay	sgText1
SETTINGS	ClickHome.JobFile.WebServiceURL	If using version 32 or below http://api.jobfile.com.au/jobfileapi/v0 If using version 33 or above http://api1.jobfile.com.au/api NOTE: ensure there are no spaces before or after these links once pasted into ClickHome
SETTINGS	ClickHome.JobFile.UserId	*[email address used to set up JobFile account]
SETTINGS	ClickHome.JobFile.Password	*[password used to set up JobFile account]
SETTINGS	ClickHome.JobFile.JobFileQueueId	manually generated by JobFile for now, please consult with someone from JobFile will be accessed via UI in future
SETTINGS	ClickHome.JobFile.RegisterMode	Version 33 and above ONLY 0 = nothing 1 = external all *2 = external but does not load any supplier with 'NOJobFIle' (see below) 3 = all NOTE: Ensure there is only 1 register mode entered and it is set to bStdActive = 1*

* ‘ClickHome.JobFile.UserId’ and ‘ClickHome.JobFile.Password’ are the credentials of the whole Builder Company, not a single user.

** To insert 'NOJobFIle' against a resource go to:

Administration > Resources > Select a Resource > Click on Detail

In the details page go to the field 'JobFile ID' and insert 'NOJobFile'

h. Save and setup will be complete

3. Test call up email - JobFile URL link for a resource:

Log into ClickHome as a Supervisor
Open a contract and then a construction task
In the Call Sheet, assign a task to a Resource (preferably one that you can contact to confirm the link is working)
Click ‘Save’

On receiving the email, the resource will click on the link and then be redirected to the below page where they can accept, reject or propose an alternate date for the task depending on the settings applied by the builder. Then the resource will be able to register for free which will allow them to log in to JobFile, manage their tasks and access a variety of features or they can simply continue to receive the call up emails one at a time without registering. (For more information about resource access to JobFile please see the JobFile Registered Supplier Guide)

4. Setup JobFile options for resources:

JobFile allows the 'Job Owners' (builders) to predetermine some of the options that their resources have when accepting tasks.

a. Acceptance Permissions

Log into JobFile and go to:

Admin > Options > Relationships

This page is separated into 3 types of user accounts;

Anonymous = resources with no registered account in JobFile
Login = resources registered in JobFile
Own = Job Owners that are assigning themselves work (non ClickHome Users)

Under the first 2 user types (anonymous and login) check the settings on the right hand side (Yes/No) for each of the following (these settings will be applied to all tasks that are scheduled to a resource from ClickHome. This means, in JobFile the resource will or will not be able to do the following depending on the settings applied):

The Resource can reject a task
The Resource can propose an alternate date for a task
The Resource can select a booked in date

When you are finished click 'Save'.

b. Reasons

Recording a Job Not Ready, Proposing an Alternate Date & Rejecting a task are all actions that the resource will take when working on a task.

As the Job Owner you can determine the reasons for the resource to choose from.

To do this;

1. Log into JobFile and go to; Admin > Options > Lists

There are 3 lists:

1. Job Not Ready Reasons

2. Propose Alternate Date Reasons

3. Reject Reasons

There may be default reasons inserted however you can edit or remove these and add your own or you can leave them as they are.

Click on 'Edit' then enter a new entry and click 'Save.

You must create at least one (1) entry for each list otherwise that function will not work for the resource.

5. Upload Logo for JobFile call ups:

In the JobFile account details page you can upload your company logo to your account to ensure that it appears on the resources tasks (in top left hand corner as per above example).

1. Go to; Admin > Account > Details

2. Click on the attach button (paperclip icon)

3. In the popup window click Attach

4. Using the windows browser navigate to your logo and then click Open.

5. Your logo will be added as per below