JobFile Help & Support

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Overview

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

ClickHome merely links to JobFile in order to push the information through and receive it back.

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).

  1. Go to: http://jobfilepublictestap-env.elasticbeanstalk.com/Registration;

  2. Enter the following;

    1. Company Name;

    2. Company Type "Builder"

    3. Contact Name;

    4. Email Address;

    5. Password

    6. Confirm Password 

      NOTE: the password cannot be ‘password’ and must be at least 6 characters;

  3. Click next

  4. Accept the terms in the license agreement, then click confirm;

  5. An email will be sent to the 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 .

  6. Once this has been done you can apply the correct settings in ClickHome.                                              

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

  1. In tblValidationEntries set:

    1. ClickHome.ClickHomeLive.ServerUrl: http://jobfilepublictstapi-env.elasticbeanstalk.com/V0

    2. ClickHome.ClickHomeLive.ServerUserName: email address used to set up JobFile account

    3. ClickHome.ClickHomeLive.ServerPassword: password used to set up JobFile account

    4. ClickHome.JobFile.ExportQueue.Marker: see below to obtain this

      Step one is to find the export marker. The Export marker is used by Jobfile to determine which item in the Export Queue needs to be exported next. To find out where Jobfile needs to start this export you’ll need to run the SQL query found below. Begin scrolling through the table until you find the point in which the bProcessed is no longer 1 and becomes zero. This is the point in which the export queue has been processed.

      select * from tblExportQueue order by idExportQueue

      Grab the number in the idExportQueue of the first row to have a bProcessed value of 0.

      Now we must enter the marker into the tblvalidationentries table. Run the script below inserting the desired Export Marker discovered previously.

      insert into tblValidationEntries (cdValidCode,sgDisplay,sgvalue,inOrder,fkidOther,bStdActive,inStdCustomOrder)

      values ('SETTINGS','JobFile.ExportQueue.Marker','AUTO',100,/*Insert Export Marker*/,1,100)

      Search the database for the the following stored procedure, prcUpdValidationEntries.

      The next on the SQL server is to check that the validation entry we added earlier is actually appearing in the required view.  (select * from ViewValidationEntries where sgDisplay like'jobfile%') Should find the record we entered, if this doesn’t then there’s an issue with the row we entered earlier.

      Finally we need to add the prcGetExportQueueByMarker procedure, use the following script to add this procedure.

      CREATE PROCEDURE [dbo].[prcGetExportQueueByMarker] (@idExportQueueMarker INT)         

      AS         

        /* SET NOCOUNT ON */         

        SELECT *         

        FROM   dbo.tblExportQueue         

        WHERE  idExportQueue > @idExportQueueMarker         

        --  WHERE idExportQueue=136973     

        ORDER  BY idExportQueue ASC               

        RETURN

      GO

      GRANT EXECUTE ON [dbo].[prcGetExportQueueByMarker] TO [SiteManager]

      GO

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

  1. Log into ClickHome as a Supervisor

  2. Open a contract and then a construction task

  3. In the Call Sheet, assign a task to a Resource (preferably one that you can contact to confirm the link is working)

  4. 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;

  1. Anonymous = resources with no registered account in JobFile 
  2. Login = resources registered in JobFile 
  3. 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



 





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