GeoOp: Multi-Visit: Frequently Asked Questions (FAQs)

Multi-Visit: Frequently Asked Questions (FAQs)

Your questions answered.

Introducing multiple visits and the new scheduler has meant a change in your GeoOp web console and in your GeoOp app. This post answers your most asked questions.

If you have any other questions, email us at [email protected].

General

• What are visits? A visit is a time slot within a job. Each visit can be assigned to one staff member, but you can have multiple visits at the same time, on the same job. Visits can also be unassigned, which is similar in functionality to how unassigned jobs previously worked.

• What is an unscheduled job? An unscheduled job is a job that has no visits. It is essentially a placeholder job - you can add all the job information to it, but you don’t have to give it a date/time (i.e. a visit) straight away.

• Can I add charges to visits? Charges are still added to a job, not a visit. However, when you add a charge, you can choose to reference a particular visit. This is basically you saying “This charge was part of the work done on this visit.”

Console

• I can’t find my job on the job list- The job list has changed a little, in that it now has 3 views, scheduled, all, and unscheduled. If you have created a job with no visits, you may need to switch to “unscheduled” to find it. If the job is scheduled, make sure that you are searching in the right date range.

• I can’t find my job on the scheduler- The scheduler job list works a little differently to the main job list. When you first open the scheduler, you need to select a date range that you want to work with, and click search. This will load all the jobs that fall in that date range, as well as all your unscheduled jobs. You can then use the filters on the list to narrow down what jobs you want to see. If you can’t find a job, make sure that you have used the right date range, and that you have not hidden it using any of the filters.

• I created a job, and now I can’t see it- If you created the job without any visits, it may be in the unscheduled view. Otherwise, it may fall outside of the date range on your job list.

• How do I view unassigned jobs on the scheduler?- There is no longer such a thing as an unassigned job. We now have unassigned visits. You can view jobs that contain unassigned visits, by searching within your desired date range, selecting “All” on the blue toggle, and checking “Only show jobs with unassigned visits.”

• Why can’t I drag and drop from the job list to the schedule anymore?- Our new scheduler shows visits, not jobs. This means that the left hand job list is used for searching and viewing your jobs, while all dragging and dropping of visits is done on the scheduler.

• What do the blue highlighted items on the schedule mean?- When you click on a visit on the scheduler, it will open the job that the visit belongs to in the left panel. All other visits for that job will be highlighted blue, so you can pick them out more easily.

Android

• How do I add a job?- The add job button has moved out of the left nav. To add a job, go to your job list, and tap the “+” button in the top bar

• How do I get directions to my job?- In the old app, there was a map at the top of the job detail page. We wanted to save space and make the page easier to read by taking the map out, and keep the functionality. There are three icons to the right of the job address. The first shows you the job location on a map, the second gives you directions to the job, and the third copies the job address to your clipboard.

• How do I accept or reject a job? There is no longer any concept of accepting or rejecting a job, since the user is now assigned to visits, not jobs. This functionality has been replaced with “Assign/Unassign Me.” If a user is assigned to a visit, it is assumed that they have accepted the visit, unless they unassign themselves from it. This actually saves the user an extra step. If the user wants to “reject” the visit, they need to go to the job detail page, tap on that visit, and tap “unassign me.” If users have permission to see all jobs, they will also be able to assign themselves to unassigned visits, in the same way. The admin user on the console will also receive useful notifications every time a user assigns/unassigns themselves.

• How do I add a visit?- Open the job, and tap the green “add visit” text.

• How do I edit a visit?- Tap the visit, then tap “Edit” in the modal.

• I can’t find a visit that I know exists- Check your schedule filters, make sure you are looking at the right schedule, and that you are in the right time frame (past or current)

• I can’t find a job that I know exists- Check your job list filters.

iOS

• I can’t find the closest job tab- This functionality has been moved, to make room for the new schedule tab. However, it is still there. On the job list, open the filter page and tap sort by closest. You can now see all your jobs, ordered by distance, with the closest at the top.

• How do I add a visit?- You can add a visit directly after creating a job, by tapping “Now” on the modal that says “would you like to add visits now or later?”. You can also add a visit to a job by opening the job, and tapping “Add Visit”.

• How do I edit a visit?- Visits are part of the job, so to edit a visit, you need to edit the job. Open the job, tap edit, and then tap on the visit that you want to edit. Make sure to tap save on the visit when you are done.

• How do I accept or reject a job? There is no longer any concept of accepting or rejecting a job, since the user is now assigned to visits, not jobs. This functionality has been replaced with “Assign/Unassign Me.” If a user is assigned to a visit, it is assumed that they have accepted the visit, unless they unassign themselves from it. This actually saves the user an extra step. If the user wants to “reject” the visit, they need to go to the job detail page, tap on that visit, and tap “unassign me.” If users have permission to see all jobs, they will also be able to assign themselves to unassigned visits, in the same way. The admin user on the console will also receive useful notifications every time a user assigns/unassigns themselves.

• I can’t find a visit that I know exists- Check your schedule filters, make sure you are looking at the right schedule, and that you are in the right time frame (past or current)

• I can’t find a job that I know exists- Check your job list filters.

• I can't see “My Jobs” anymore- You can access all of your jobs by going to the schedule filter, setting it to “My Schedule” and clicking on visits assigned to you. These visits represent all of the job timeslots that you have been assigned to.