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 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.
- Select + Add Workflow
- Choose the workflow to add, add a workflow label (optional), and select the Contributor’s email that will be the owner of this workflow.
- 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.