New to VanCert this month are some additional job statuses available on the VanCert administrative portal to help office staff to better manage the jobs which are coming through the system. These statuses are designed to help manage the process from job scheduling, to following up on incomplete works and finally marking jobs as closed and requiring no further attention.
The three new statuses are: Unconfirmed, Further Works & Closed. These statuses can be updated by the administrator from the job page, and will each have a unique colour on the wall planner, making each instantly recognisable. Below you will find a description of each:
Unconfirmed: This status is designed to help administrators with future planning, allowing them to populate engineer timetables in advance, even if a job has not been 100% confirmed by the customer. Rather than leave the job in the unassigned tab until confirmed, it can be assigned in an engineer’s diary, but will stand out as a different colour until confirmed and the status changed to ‘Assigned’. This is designed for future planning and jobs should be either cancelled, rescheduled or confirmed prior to the job date as the jobs will still be visible to engineers.
Further Works: This status is used to identify when a completed visit by an engineer is not 100% complete and requires further works to finish the job. If an engineer marks a visit as requiring further works when closing down the initial job, it will appear this way to the administrator on the web portal. Once the work is complete, the administrator can update the status from the admin system to completed or closed.
Closed: This status is used by administrators to mark a completed visit as ‘Actioned’ or ‘Closed’. Essentially this means that they have reviewed the job, carried out any necessary actions (such as sent the documentation or generated the invoice), and marked it as needing no further action. This will mean different things to different organisations depending on your internal processes.