If you would prefer to watch a video covering this process, please click here: <https://youtu.be/SQbo73VT64M?feature=shared>

Enter your username and password and click "Login"

Choose the Job Category (the service required)

If your system is only set up for one service (e.g.: you only use the system for portering requests) you won't need to select a category

Select the job type\
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You enter a search term in the "Type" drop-down box to refine the job list

For certain jobs, you may have the option to request a return journey. To enable this feature change the toggle to "YES".\
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Read more about return jobs here: <https://scribehow.com/shared/Return_Jobs__HOEyEp2hTV2ejHPCMjiLnw>

The job priority is pre-set by the system but you can change it if needed

The fields you need to fill out depend on the selected job type. Mandatory fields are highlighted in red

Complete all required fields for the new job

Your system might ask you to record a "Contact Method". This typically occurs when jobs are raised by the ward calling the switchboard, and then the switchboard enters the task into the system. It's important to record this information accurately as its used in system reports

The Ready Date and Time defaults to the current time, but you can change this if needed

If you're using resource auto-allocation, the Auto-assign Task toggle will be set to "YES". \
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Change the toggle to "NO" to change the job to manual allocation. Remember, you will need to manually assign a resource to the job.

The Resources Required is pre-set by the system, but you can change this if required


                                                        
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Once you've entered all the required information, click "Save" or press F9

After saving, a prompt will confirm that the job has been saved successfully.

To return to the Operations Console, click "Back to Operations Console".

To stay on this screen and add a new task, click "Add New Task". you'll need to fill out all fields again.

Click "Duplicate Task" to replicate the task information for a new job. All fields will be pre-filled, and you can make any required changes before you save.

The new job will appear on the operations console

This guide provides step-by-step instructions on how to log a job as an operator in the Synbiotix Helpdesk. It includes information on navigating the system, selecting job categories and types, filling out required fields, and saving the job. It also covers editing a job, tracking changes, and cancelling a job.

Log a Job (Operator)

Log a Job

Edit a Job