In Deploy, a job is generated either when you do one of the following:
- Create a new Spot in a venue
- Select an existing Spot for replacement
When you generate a job, its initial status is Preparing.
The managed service provider (MSP) administrator has to assign the following to the job:
- Installation company, manager, and installers
- Installation job date
The scheduled installation date is solely for administrators and managers to track the progress of the project
Once the MSP has made these assignments, the job moves to Installation Scheduled status.
An e-mail is sent automatically to all the assigned installation managers and installers to alert them that a job is assigned to them in their Installer app.
Overview of Job Workflow
|Explanation||Required User Actions|
|Job is in preparation||
MSP administrator needs to assign installers and schedule job to move it to the next stage in the workflow of Installation Scheduled
Job has been scheduled with a calendar date for the installation
|Installers can now access the job in the Installer app|
|Installation manager has submitted the job to the service provider for approval||
MSP administrator needs to check the details of the job in Deploy and choose Approve Job
MSP administrator chose Approve Job as Complete and it no longer appears under Current Jobs but Job History tab
|Once the job has moved to this stage in the workflow, no further changes are possible|
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