How to add multiple contributors to a job in XOi Web
The Multiple Contributors per Job feature allows the job owner to invite other users to contribute workflows to their jobs in XOi Mobile. This can be helpful when working large jobs that involve multiple technicians to keep their work in one place with one shareable link.
Admins, Job/User Editors, and Job Editors in XOi Web can add a contributor when creating a new job or editing an existing job. In both scenarios, you will be presented with the below screen. To begin you will select + Add Workflow.
Choose the workflow you would like the contributor to be the owner of and work through.
Add a workflow label (optional) and then select the Contributor’s email that will be the owner of this workflow.
Based on the workflow you select to add you will be informed whether the contributor has access to that workflow or not through icons to the right of their email.
= The user has access to this workflow and can be added to the job with it.
= The user does not have access to this workflow and can't be added to the job with it. This usually means the user is not in a group that has this workflow in it.
If you choose a user that does not have access to the workflow you chose you will receive an error message.
If creating a new job press Confirm New Job. If Editing an existing job select Update Job.
When reviewing the Job you will be able to see who is the Contributor for each workflow.
The next time the new contributor enters XOi Mobile they will see the job in their Incomplete Jobs.
They will be able to see who is the job owner, and other contributors, what workflows are assigned to them, add additional workflows, and edit and complete the workflow they are the contributor for. The job will stay in the contributor's My Work - Incompleted Jobs until the Owner completes the job.
Comments
0 comments
Please sign in to leave a comment.