Mobile Scheduling on Rapid On The Go! (ROTG)

Overview

In ROTG version 4.1.0, we are introducing the ability to manage your company's schedule via Rapid On The Go!  This article will describe what the new behavior is and how you can use it to support your operations.

New Gestures

In this release, we have introduced a new gesture, called "tap & hold".  This gesture is typically used to "edit" a field or a job.

• When you tap & hold on a job, you will be shown the Edit Job page.  See below for more information on this new page.
• When you tap & hold on a field on the Job Details page, you will be prompted to edit the field.  See below for more information on the new Job Details behavior.
• When you tap & hold on the icon of the Job tabs that you are currently using, the data on that page will refresh.

Scheduled Jobs tab

What is the Scheduled Jobs tab used for?

The Scheduled Jobs tab is your ability to see all currently scheduled jobs for your Company.  This tab enables on the go employees to find, edit, and create jobs on your schedule.

Permissions

The ability to view this tab in ROTG is controlled by the Jobs permission row in ERP (Navigate to Company->Users).

• To see this tab, the user must have the Jobs > Central Access user permission enabled.   
• To be able to create and edit jobs, the user must have the Jobs > Write user permission enabled.

Once permissions have been checked this functionality needs to be enabled by ticking the Enable Scheduled Jobs Screen box in Company > MyCompany > On The Go! Settings.

Navigating the Scheduled Jobs Tab

1. Filters

When the tab is first loaded, the current week's view will be presented.  This can be controlled with the Time Period filter at the top.   You will see all jobs scheduled during this period and you can use the other filters to select jobs that meet specific criteria.  For example, using the Crew filter, you can find jobs that have specific crew members, or no crew members.   You can use the Equipment filter to see jobs that have specific trucks assigned, or no trucks assigned.

If your filter combination does not match with any jobs, we will show you an error message that says "There are currently no scheduled jobs that meet the filter criteria.  You may need to update your filter to find scheduled jobs."

2. View or Edit Jobs

Tapping on a job, will show the Job Details page.  From this page, you will be able to edit details of the job including, Job Time, Equipment Unit ID, Crew, PO#, etc.

Tapping and holding on job, will open the Edit Job page.  From this Page, you will be able to edit the details of the job, and can add Dispatch Notes.

3. Create New Jobs

• Tapping the orange circle with a + sign brings up the Add Job page.  Use this page to add new jobs to the schedule and fill in critical information, such as Customer, Date and Time.   
• We support creating jobs without a jobsite. 

How The Filters Work

Time Period

The Time Period filter is a simple, single-select filter.   Once an option is selected, the filter will close and the screen will update to reflect that selected time period.

Crew and Equipment

The Crew and Equipment filters are multi-select filters.  Clicking on the filter will give the option to select multiple options to the filter.   Once all options have been selected, press the Select button in the bottom right corner.  This will return the screen back to the Scheduled Jobs tab with the currently selected filter applied.  To clear a filter, use the Clear button which will return the screen back to the Scheduled Jobs tab.

Adding a Job

This page has a new look.   Information is now streamlined to group information based on its probability of being known when scheduling a job.  

Note that if the jobsite being used for a new job has a default PO# assigned to it, the value will not be shown until the job is created.  If the default PO# is overridden by a new one, the one used to override will be applied to the job.  The same behavior applies to the RMX / Disposal Site field.

Editing a Job

This page matches the look and feel of the Add Job page.  Use this for a more streamlined view when editing the details of a job.

Editing Job Details

This page has some changed functionality from previous versions.  First, any field where there is permission to edit will be shown with a pencil icon next to it.  To edit this detail, use the same tap & hold behavior described above for editing a job.  This will prompt with the option to Edit or Cancel.  There are two other icons that may be visible, a phone and a map pin.  Tapping these job details will give the ability to either call the phone number or route to the location.

FAQ's

How to ensure that operators can not see the schedule tab

The schedule tab is controlled via the Jobs > Central Access user permission in ERP.   Only those who have access to this functionality should have access to this permission.

How to ensure that operators cannot add or edit jobs or job details

The adding and editing of jobs is controlled via the Jobs > Write user permission in ERP.

Are operators notified when a job is assigned to them?

Operators added to a job through ROTG will automatically have the Booked & Notified settings set and they will see the job show up in the Pending Jobs tab.