Add and Edit Job Categories | Scribe

    Add and Edit Job Categories

    • Lucy Sonner |
    • 15 steps |
    • 2 minutes
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      At sites where the Helpdesk handles requests for various services, job categories are used to specify the service needed. For example, if you are requesting a patient move, you would select the "Porters" job category.
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      Your site may only use the system for one service (e.g.: portering). If this is the case, you will not use the Job Category drop-down when selecting a task and you will not need to manage the job categories
      1
      Navigate to Synbiotix
      2
      Enter your username and password and click "Login"
      3
      Select Helpdesk
      4
      Click "Administration"
      5
      Click "Job Categories"
      6
      Select the required hospital from the drop-down box

      Add a Job Category

      7
      Click "Add New"
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      Enter the job category description
      9
      Use the toggle to set whether you want to manually assign jobs in this category to resources. - If set to "YES", all tasks in this category will need to be manually assigned to resources, even if the site is set up to use auto-allocation. - If set to "NO", all tasks will be assigned to resources via auto-allocation (although this can be overwritten when adding a job)
      10
      If you choose to use manual assignment, use the toggle to determine if an operator can bypass additional allocation rules in the system. - If set to "YES" the system will ignore rules regarding resource allocation (e.g., zoning and time off task), allowing the operator to choose the most suitable resource - If set to "NO" the system will adhere to rules for resource allocation to display and prioritise available resources
      11
      Click "Save"

      Edit a Job Category

      12
      Click "edit" to amend a job category
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      Make any changes as required and click "Save"

      Job Types

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      If you have added a new job category, you will need to create job types for it.
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      Click "Job Types" to view all jobs within the selected category