Jobs: On the fly jobs

The goal of the current guide is to describe steps when an employee needs to start a job that has not been added to the list by an administrator of the account. Employees can use the option On-the-fly job in order to have an initial report of activities and notes that will eventually be assigned to an official job created by an administrator.

Step 1: As an employee, go to Begin Job

When the job is not available on the searchable list, tap on the purple button on the bottom left of the screen

Give the on-the-fly job a name that is going to help an admin reconcile it correctly later and tap on + Create Job

Now you can see you are working on your on-the-fly job

As an admin, when an employee creates an on-the-fly job, a notification will show on your jobs tab showing you that you have an unreconciled job in the system. To access it, click on Jobs

Click on Reconcile On-the-fly Jobs

Click on the drop down list next to the job you want to reconcile and select the correct job name

Click on OK to confirm the reconciled job