Job Management

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Here’s a workflow of how activities are managed:

1. Business admins create a job template that defines the type of an activity. An activity can be either a question or a survey.
2. Business admins define a job using a job definition template. Admins can group multiple job definition templates to create an activity template. Grouping is done based on business logic. For example, separate activity templates can be created for sales reps and merchandisers, and for standard and event-driven jobs:
   • Standard Jobs: Common jobs that are executed during each customer visit.
   • Event Driven Jobs: Jobs that are tied to certain events such as a promotion and are executed for a specific period.
3. Sales managers create activities based on these activity templates. The activities are created for a specified period, customer set, product set, visit type, and management type. Visit templates are assigned to activities.
4. The system generates job lists for the even-driven activities. The job list contains the jobs definitions that are added in the activity template.
5. When a visit is created using the visit template assigned to an activity, standard jobs and job lists are assigned to the visit.
6. Sales rep and merchandisers execute the assigned activities during visits.

• Create a Job Template
  Job templates define the behavior and display of the activities in the offline mobile app. Templates also define whether an activity is a question or a survey. Surveys are product-specific, but questions aren’t. You can use surveys to determine whether products are aptly placed in shelves, whether a product is offered at a special price, and more. You can use questions to confirm whether advertising material is placed in a store, to identify the total number of shelves available at a store, and more.
• Create a Job Definition Template
  Job definition templates define the specific question that a sales rep or merchandiser evaluates when executing a visit. Depending on the job template used, the question defined in a job definition template can be a question or a survey. Each job definition template has a predefined answer format.
• Activity Templates
  Group job definition templates as activity templates. In activity templates, you can indicate whether activities created using the templates are standard or event-driven, and applicable to specific customers or customer sets, or products. For example, create an activity template and assign job definition templates that have standard jobs executed by sales reps or jobs executed by merchandisers.
• Create a POS Template
  To create records of POS items of a store, first configure a POS template and assign it to an account.