How to edit job information in XOi Vision Web

While job information is normally completed in XOi Vision Mobile, there is the ability to edit the information in XOi Vision Web. Please note, unless you are an admin, you can only edit jobs that are assigned to you. 

To edit a job in XOi Vision Web follow the steps below:

1. Go to Job Activity --> Completed Jobs or Incomplete Jobs, and search for the job you would like to edit. 

2. Select the blue job title to open. 

3. The form will be open for you to edit. The areas that you can edit are:

• Job Tags: Keywords that can be used to search for the job in the future. These are not viewable to the customer. Automatically Work Order #, Customer, and Location are added. Select the blue + button, type in the word, and select the blue + button again.

• Internal Notes: Internal information that will help the technician or future technicians. Examples include gate codes, location of equipment, and particularities of the customer.
  • If there is not an existing internal note select + Add Note. Type in your information and click outside the box to save. 

• • If there is an existing internal note, select the pencil to the right of the note. Edit the existing note and click outside the box to save. 

**Note: You can only place text into the internal notes. You can not place images or pdfs.**

• Workflow Tags: Keywords that can be used to search for the job in the future. These are viewable to the customer. Select the blue + button, type in the tag, and select the blue + button again. 

• Workflow Notes: Additional information for the customer to view. 
  • If there is not an existing workflow note select + Add Note. Type in your information and click outside the box to save. 

• • If there is an existing workflow note, select the pencil to the right of the note. Edit the existing note and click outside the box to save. 

• Notes on steps: Select + Add Note on the step you would like to add a note to and type in your information.
  • If there is not an existing note select + Add Note. Type in your information and click outside the box to save. 

• If there is an existing note, select the pencil to the right of the note. Edit the existing note and click outside the box to save. 

• Content on steps: Images, videos, or PDFs. 
  • Select + Add Content and select the file from your computer. 
    • You can click and drag uploaded content to different steps in case they were placed on the wrong step.
    • You may delete content by selecting the trash can in the top right-hand corner of the content.
    •   

• • • Add tags to your image/video by selecting the content and then selecting the blue + button under the Tags section on the right. 

• Answer questions or change answers: You may answer multiple choice, yes/no, date, numeric, and short text questions by selecting where prompted on the step. 

 All of your changes are live. No save button needs to be pressed. Once the assigned technician refreshes their mobile app they will see all changes made. 

If you need to add/remove a workflow or change Work Order #, Customer, or Location select the three dots in the top-right corner and select Edit Job.** 

**Note: The choices under the three dots change based on your role and whether you are in a completed job or an incomplete job. 

When you are ready select Update Job in the bottom right corner. 

Additional Information

This process may change if you have an integration with an FSM. Please contact your Customer Success Manager with questions.