Caction

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Version 1.0
Created: 5 July 2024
Updated: 5 July 2024

Job Schedule Page

Job Schedule organizes and displays upcoming jobs and tasks in a calendar format, detailing job descriptions, statuses, and assigned personnel. It helps users manage and track the scheduling and progress of various jobs.

Navigate to the section by clicking it.

Desktop Version

  1. At the desktop site navigation bar, go to Business Management > Schedule > Job Schedule.
    Open Job Schedule Here: https://system.caction.com/activity/scheduler

    Job Schedule Step 1

  2. Click either (a) or (b).

    Job Schedule Step 2

  3. Click on the “previous” or “next” button to go to the previous or next month.

    Job Schedule Step 3

  4. Click on the date you want to view.

    Job Schedule Step 4

  5. The calendar will be shown as below.

    Job Schedule Step 5

  6. Click on the “Calendar”.

    Job Schedule Step 6

  7. Choose the view option.

    Job Schedule Step 7

  8. The picture below shows the weekly view.

    Job Schedule Step 8

  9. Click “Today” to view the job today.

    Job Schedule Step 9

  10. Click on the “Refresh” button to get the latest information.

    Job Schedule Step 10

  11. Click “Filter” to expand or show the filter bar.

    Job Schedule Step 11

  12. Edit the filter to filter the job.

    Job Schedule Step 12

  13. For example, click “Access Type = Assign” if you want to edit the access type filter.

    Terms Description
    All Will display all Jobs that the user has View or Assign access to
    Assign Will only display Jobs that the user is Assigned to
    Alert Will only display Jobs that the user is Alerted in

    Job Schedule Step 13

  14. Click “Alert”.

    Job Schedule Step 14

  15. Jobs with the filter will be shown as below.

    Job Schedule Step 15

  16. Click on the filter bar.

    Job Schedule Step 16

  17. Click on the filter variable you want to filter the jobs.

    Job Schedule Step 17

  18. Select the filter value you want.

    Job Schedule Step 18

  19. Click on the “Done” button.

    Job Schedule Step 19

  20. The jobs with the filter will be shown as below.

    Job Schedule Step 20

  21. Click “Favourite Filter” if you want to set the filter as favourite filter.

    Job Schedule Step 21

  22. Click “+ Add”.

    Job Schedule Step 22

  23. Enter the name of the favourite filter.

    Job Schedule Step 23

  24. Click “Save” and the favourite filter has been saved successfully.

    Job Schedule Step 24

  25. Click “Favourite Filter” if you want to set a favourite filter as default filter.

    Job Schedule Step 25

  26. Click “Default Filter”.

    Job Schedule Step 26

  27. Select the favourite filter you want to set as default filter.

    Job Schedule Step 27

  28. The default filter has been saved successfully and it will be apply automatically everytime you entered this page.

    Job Schedule Step 28

  29. Click “Clear All” if you want to reset all filters applied previously.

    Job Schedule Step 29

  30. Click on the options to filter the jobs.

    Terms Description
    Pending Job Jobs that are not Completed/Cancelled
    Overdue Job Jobs that are past End DateTime but are still not yet Completed/Cancelled
    Alerted Jobs that the user is Alerted in
    Order by Asc/Desc Arrange Jobs by when it was created. Oldest to Newest or vice versa

    Job Schedule Step 30

  31. Click on the “+” button to add a new job.

    Job Schedule Step 31



Mobile Version

  1. At the mobile app’s navigation bar, go to Schedule.

    Job Schedule Mobile Step 1

  2. Click on the “+” button to add new job.

    Job Schedule Mobile Step 2

  3. Scroll to the left or right to search for a job using the date.

    Job Schedule Mobile Step 3

  4. Click on the date you want to view.

    Job Schedule Mobile Step 4

  5. Click on the job to open the job details page.

    Job Schedule Mobile Step 5

  6. Click on the options to filter the job on that day.

    Job Schedule Mobile Step 6

  7. For example, only pending jobs will be shown if click on the “Pending Job” option.

    Job Schedule Mobile Step 7

  8. Click on the “Filter” icon.

    Job Schedule Mobile Step 8

  9. Click the “three dots” icon.

    Job Schedule Mobile Step 9

  10. Click “Advance Filter Options”.

    Job Schedule Mobile Step 10

  11. Select extra fields to filter the job.

    Job Schedule Mobile Step 11

  12. Click on the “DONE” button.

    Job Schedule Mobile Step 12

  13. Use the filter to filter the job.

    Job Schedule Mobile Step 13

  14. For example, select “Needing Attention” for job status and click “SEARCH”.

    Job Schedule Mobile Step 14

  15. Jobs with the filter will be shown as below.

    Job Schedule Mobile Step 15

  16. Click on the “Filter” icon.

    Job Schedule Mobile Step 16

  17. Click the “three dots” icon.

    Job Schedule Mobile Step 17

  18. Click “Save Filter”.

    Job Schedule Mobile Step 18

  19. Enter the name of the filter. *Note: To apply the filter as default, tick “Apply filter by default”.

    Job Schedule Mobile Step 19

  20. Click “SUBMIT”.

    Job Schedule Mobile Step 20

  21. The filter has been saved successfully when this prompt appeared.

    Job Schedule Mobile Step 21

  22. Click “Use Saved Filter” when you want to apply a saved filter.

    Job Schedule Mobile Step 22

  23. Click on the filter that you want to apply.

    Job Schedule Mobile Step 23

  24. Click “Manage Saved Filter”.

    Job Schedule Mobile Step 24

  25. Click the “three dots” icon.

    Job Schedule Mobile Step 25

  26. Click on the option to modify the saved filter.

    Terms Description
    Set as default Click to set the filter as default and no need to apply everytime.
    Rename filter Edit the name of the filter.
    Delete Delete the saved filter.

    Job Schedule Mobile Step 26

  27. Click on the button to modify the filter.

    Terms Description
    Default Search Reset the whole filter including the advanced filter.
    Reset Only reset the filter value where advanced filter is still appear.

    Job Schedule Mobile Step 27




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