How can I see and search for jobs in XOi Vision Web?
When jobs are created and completed by technicians they are stored in the cloud and available to all users in a given organization on both their mobile devices and the web.
Job Status
Complete
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- The technician has added all of the workflows, videos, photos, and notes needed and tapped 'Complete Job'.
- Jobs can generate share links to be distributed internally and to customers.
Incomplete
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- The technician is still in the process of adding content to the job and has not tapped 'Complete Job'.
- Jobs cannot generate share links.
Searching for Jobs on the Web
Under Job Activity, you can search/filter Completed and Incomplete Jobs using a broad variety of terms and data.
Place your search words in the appropriate box and select the magnifying glass.
Partial Text
- Jobs Fields
- Customer, Location, and Work Order Number
- Tags
- Workflow Step Titles
- Technician Name
- Technician Email
- Dataplate Tags
- Make
- Model Number
- Serial Number
- User Added Tags
- Transcription Keywords
Tags (Exact Match) - XOi will provide options based on the text
- Returns jobs exactly matching the tags specified.
Note: Select Show More Options to see the below search options.
Date Completed Range
- Returns only jobs completed within the specified date range, inclusively.
Groups
- Returns only jobs matching the specified groups.
Support Status
- Returns only jobs matching the specified support status.
Additional Information
Tap on Clear Filters to restore the job activity page to its original list.
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